Responsible for supporting nonprofit and grantmaking members and organizations across Arizona through the delivery of quality programs and events to help build their capacity, strengthen their skillset, expand their knowledge, and make meaningful connections. Responsible for overseeing member and attendee experiences from conception through post-event review; manage on-site preparations, production, and event breakdown; and ensure consistent, high-level service throughout all phases.

→ As the Owner of Stephany Perry Events, LLC since 2020, I have directed all business operations, including client onboarding/off-boarding, sales, marketing, event design, planning, and execution, ensuring excellence in service delivery. → My leadership role involves effectively managing a team of skilled professionals and fostering a collaborative and productive work environment that drives the success of each event. → I utilize my strong leadership and communication skills to guide, motivate, and mentor staff, ensuring seamless team operations and the delivery of high-quality service to clients.My accomplishments within this role are following: • I leveraged my budgeting expertise to efficiently allocate resources across various projects, ensuring optimal use of funds without compromising eventquality. • Through targeted sales and marketing initiatives, I expanded the SPE client base within the Tampa area, demonstrating my ability to grow the business and reach new markets. • I have successfully executed over 100+ events from planning to completion, maintaining meticulous attention to detail and achieving high client satisfaction rates. • By fostering strong vendor relationships, I have enhanced event quality and operational efficiency, ensuring that each event is supported by reliable and high-quality services. • I elevated event design through innovative techniques, including storyboarding and mood board visualization, which allowed for a more creative and personalized approach to event planning. • My optimized staffing strategies have ensured top-tier service quality for diverse event requirements, through meticulous internal and external team coordination.

→ My role entails coordinating and implementing philanthropy fundraising events, including planning, execution, and post-event evaluation in collaboration with the Vice President of Philanthropy. → I lead external fundraising and stewardship event committees, ensuring successful event production across various markets. → My responsibilities also cover managing all event-related logistics, such as venue selection, catering, security, marketing, guest registration, and technical requirements for both physical and virtual events.My notable outcomes for this role includes:• I achieved a 70% surplus in seasonal event fundraising goals by researching and launching innovative event initiatives. This success was pivotal in exceeding our financial objectives and supporting our mission.• By integrating advanced online registration and payment systems, I enhanced attendee engagement and event accessibility, making it easier for participants to engage with our events.• I increased event visibility and participation by spearheading the development and execution of comprehensive marketing plans, thereby broadening our reach and impact.• Through fostering successful partnerships, I contributed to a notable increase in sponsorships and donor contributions, thanks to effective collaboration and promotional strategies.• I assisted market directors with fundraising strategies, sponsorship acquisition, guest list management, and the overall execution of event programs, ensuring a cohesive and strategic approach to event planning and implementation.

→ My responsibilities included providing comprehensive management of venue and vendor relations, as well as coordination services for weddings and other events to ensure seamless execution. → I led final walkthroughs and detailed planning sessions, creating detailed timelines, floor plans, and confirming vendor arrangements to ensure the success of each event.Here are some of my proudest achievements:• I managed and coordinated over 100 weddings and events at NOVA 535, ensuring flawless execution and high client satisfaction. This accomplishment highlights my capability to manage complex logistics and deliver exceptional experiences consistently.• By enhancing event personalization and satisfaction, I tailored designs to align precisely with clients' visions, demonstrating my attention to detail and commitment to creating memorable events that met and exceeded expectations.• I improved operational efficiency through streamlined event setup and breakdown processes, ensuring venue readiness for subsequent events. This initiative significantly enhanced our ability to host multiple events efficiently, optimizing venue usage and client satisfaction.

→ My role encompassed overseeing business support, administrative duties, and risk management, with a focus on optimizing team operations and client service. → I acted as a subject matter expert for the wealth management banking suite, addressing client inquiries, facilitating new account openings, and managing additional service requests.Some of my key contributions are as follows:• I assisted in the training and onboarding of new client associates, which improved team performance and service delivery. This effort not only enhanced our team's efficiency but also ensured a high level of service quality.• By designing and implementing key process improvements for client onboarding, engagement, and account management, I enhanced digital engagement and operational efficiency. These improvements streamlined our processes and improved client experiences.• I contributed to the maintenance and growth of St. Pete's largest book of business by managing transactions and servicing for high-net-worth clients. My attention to detail and client-focused approach were pivotal in sustaining and expanding our client base.• I boosted client engagement and satisfaction by leading marketing initiatives, including website management and client event planning. These initiatives helped strengthen our client relationships and enhanced our brand's visibility and appeal.

→ My responsibilities included managing the comprehensive review processes for loan contingencies, such as appraisal, title, flood, and hazard insurance requirements, to ensure compliance and risk mitigation. → I also handled sensitive client requests for income documentation, mortgage clarification, and payoff information, coordinating effectively with clients and third parties to secure the necessary documentation.Following are my major contributions for this role:• I consistently exceeded monthly production and quality goals, demonstrating my high proficiency and exceptional performance in client service and document management. This achievement underscored my dedication to excellence and ability to efficiently manage and process complex loan documentation.• I was selected for the prestigious role of Home Services Specialist for High Net Worth/Merrill Lynch HELOC applications at the program's inception. This selection reflected my exceptional expertise and the trust placed in me by the organization to handle complex financial services for high-net-worth clients.

→ In this role, I offered comprehensive billing solutions, product, and service recommendations to existing customers, aiming to ensure high levels of customer satisfaction and retention. → I managed customer escalations with effective problem-solving techniques, which helped reduce the need for supervisor intervention and streamlined the resolution process.Few of my accomplishments are stated below:• I resolved Tier One troubleshooting issues for both English and Spanish-speaking customers, which enhanced customer satisfaction and service efficiency. My ability to communicate and troubleshoot effectively in both languages significantly improved the customer service experience.• Through strategic upselling during product upgrade inquiries, I consistently exceeded monthly revenue targets, contributing significantly to the company's financial objectives. This achievement demonstrated my sales acumen and my ability to leverage customer interactions into revenue-generating opportunities.