At We Build It Construction, Inc., I oversee key operational and marketing functions, including drafting and sending proposals and invoices, creating engaging content and videos for social media, and driving brand visibility. My role bridges effective communication and creative outreach, ensuring streamlined processes and a strong digital presence.

As a dedicated professional at Ontrix, a dynamic web design, digital marketing, app, and software development company, I specialize in customer support and account management. My role encompasses a broad range of responsibilities, including project management, customer acquisition through upselling to our existing clients, and attending networking events to foster new business relationships.I am adept at managing requests for proposals (RFPs) to bid on larger projects, such as websites for municipalities and libraries. My goal is to drive growth and ensure client satisfaction through strategic planning and effective communication. By leveraging my skills in these areas, I contribute to the success and expansion of Ontrix's diverse portfolio of services.

- Held Series 7 and Series 66 securities licenses, demonstrating a commitment to professional development.- Conducted thorough client case analyses, identifying financial goals, risk tolerance, and investment strategies.- Prepared comprehensive financial planning recommendations, tailoring solutions to meet individualclient needs.- Assisted in running hypothetical illustrations, allowing clients to visualize potential financial scenarios.- Created visual aids for client meetings, enhancing communication and understanding.- Collaborated in conducting client meetings and reviews, ensuring client satisfaction and retention.- Provided crucial support to two Wealth Advisors in implementing their business plan, managing client support, and performing various administrative duties.

- Provided crucial support to two Wealth Advisors in implementing their business plan, managing client support, and performing various administrative duties.- Ensured compliance with changing guidelines and deadlines, authoring correspondence to inform customers and internal departments.- Coordinated and managed calendar, scheduled meetings with clients and between departments- Facilitated events, coordinating logistics with attendees, venues, and neighboring businesses.- Completed expense reports and budgets

- Managed pipelines for up to four of the highest producing Account Executives, consistently achieving top performance in funding figures.- Conducted in depth analyses of appraisals, title reports, and loan structures to facilitate informed decision making.- Developed and implemented structured loan pricing strategies, enhancing client relationships.- Gathered, maintained and reported on team metrics- Maintained data and record source integrity by implementing and enforcing standard procedures and practices to ensure consistency and updated records and processes