Sean Rodriguez Email & Phone Number

Rochester, New York, Us

• Support SVP of Digital, Transformation & Media, VP of Digital Marketing & Media, VP of e-Commerce, VP of Human Resources, and VP of Wine & Spirits Global Strategy & Analytics.• Launched ASIAA (Accelerating Support & Inclusiveness for Asian & Allies) business resource group as the Communications Lead to drive DEI initiatives.• Serve on the Office Return Planning Committee (from Covid) as a liaison to bridge communications with HR and employees.• Planned Growth Summit of 130+ Attendees in Atlanta, GA.• Planned 7 different Team Summits (Mix of Virtual and In-Person in SF/Chicago)• Ariba POs, Supplier Set-Up - Ensure Vendors got paid promptly within Fiscal planning.

New York, Ny, Us

• Assisted the Events Team with ad hoc projects to grow and maintain client/prospect relationships.• Adjusted the entire office to have capabilities to work-from-home during Covid-19 pandemic.• Booked international and domestic flights for teams along with building detailed itineraries.• Coordinated logistics for both internal and external meetings.• Maintained a heavy inbox of 460+ incoming emails per day.• Planned the summer off-site meeting to build camaraderie within the office.• Transitioned the office move to another location• Updated the CRM system to maintain outreach with 3000+ touchpoints.• Managed detailed calendars for the Vice Chairman, 3 Executive Directors, and 2 Wealth Advisors.

New York, New York, Us

• Coordinated over 150 travel arrangements with detailed itineraries for 20 Private Wealth Advisors.• Administered more than 75 expense reports that cleared backlog of aged expenses.• Handled office inventory by restocking supplies and placing purchase orders.• Managed calendar and scheduling for Family Office Vice President to plan internal and external meetings.• Organized conference room meetings for Private Wealth Advisors in offices across America.• Processed over $50,000,000 in checks and stock certificates.• Trained five Administrative Assistants from Los Angeles, Seattle, and San Francisco branches.

Kansas City, Missouri, Us

• Contacted underwriters to verify policies on agreements are accurate to prevent charge-offs.• Created weekly reports to monitor MTD/YTD goals are on track for branch standards.• Processed customer ACH and recurring payments to keep accounts in good standing.• Processed over 25,000 premium finance agreements to achieve YTD goals.• Reviewed all correspondence to keep client and agent accounts updated.

Beaverton, Or, Us

• Employee of the month (January 2016)• Led footwear team of 30 people in feedback scores from customers.• Prepared merchandise for sales floor by pricing and tagging.• Worked collaboratively with team members to drive customer service initiatives.• Cashiered to provide optimal service and keep store flow at an efficient level.

Bachelor’S Degree, Business Administration - Emphasis In Finance & Marketing

Education record