Susan Leonard

Susan Leonard Email and Phone Number

Terra Blue Wealth Management @ Terra Blue Wealth Management
San Francisco, CA, US
Susan Leonard's Location
San Francisco, California, United States, United States
Susan Leonard's Contact Details

Susan Leonard work email

Susan Leonard personal email

n/a
About Susan Leonard

I have years of experience in project management, supporting major programs and initiatives to facilitate communication, strategic growth, and process improvement. I have a proven ability to prioritize projects, strategize solutions, and cultivate partnerships across various stakeholders and sectors. I love connecting with people, and supporting teams to meet their goals.

Susan Leonard's Current Company Details
Terra Blue Wealth Management

Terra Blue Wealth Management

View
Terra Blue Wealth Management
San Francisco, CA, US
Website:
terrabluewm.com
Employees:
3
Susan Leonard Work Experience Details
  • Terra Blue Wealth Management
    Terra Blue Wealth Management
    San Francisco, Ca, Us
  • Terra Blue Wealth Management
    Administrative Associate
    Terra Blue Wealth Management Jun 2024 - Present
    Sausalito, Ca, Us
  • Glencrest Group
    Business Operations Administrator (Contract Role)
    Glencrest Group Jan 2024 - Apr 2024
    -Assist in producing and distributing quarterly and annual reports on 12 multi-family real estate properties to be shared with accountants, investors and lenders.-Build internal databases to track real estate loan information including required repairs, green improvements and lender reporting requirements. -Develop a roadmap for each phase of the real estate acquisition process by building checklists that can be used to plan and organize new property purchases.-Support corporate bookkeeping, participate in efforts to improve internal processes.
  • Analysis Group
    Project Coordinator
    Analysis Group Jul 2019 - Jan 2024
    Boston, Ma, Us
    ◦ Supported the Legal team with all functions including case intake process, assist with various projects undertaken by the Legal team, at the direction of the General Counsel.◦ Coordinated and prioritized tasks to meet project deadlines, managing multiple projects simultaneously.◦ Established and maintained a shared Microsoft Teams project management site for a team of 11, enhancing collaboration and organization.◦ Conducted data analysis and reporting, producing insights on client retention and billing.◦ Researched and reported on key opportunities and risk related to new clients, facilitating informed decision making by senior leadership.◦ Developed best practice and training documents, enhancing team efficiency and knowledge sharing.
  • Lando & Anastasi, Llp
    Ip Docketing Paralegal
    Lando & Anastasi, Llp Jul 2017 - Jul 2019
    Boston, Ma, Us
    ◦ Managed patent and trademark filing portfolios in collaboration with attorneys, clients, foreign filing paralegals, and international counsel. ◦ Tracked deadlines and internal and external communication to ensure applications were filed appropriately.◦ Researched patent law and compliance protocols for 25 Attorneys to support client services.◦ Partnered with attorneys to assist in client onboarding and due diligence activities.◦ Trained new hires on company best practices and legal knowledge management.
  • State Of Maine Department Of Corrections
    Jjag Intern
    State Of Maine Department Of Corrections May 2016 - Sep 2016
    Augusta , Me, Us
    • Researched and wrote white papers on topics including disproportionate minority contact, mental health care, and restorative justice
  • Bates College
    Research Assistant
    Bates College Jan 2016 - Jun 2016
    Lewiston, Me - Maine, Us
    • Expanded on research pertaining to electoral responsiveness of Congressmen in the years leading to the civil war

Susan Leonard Education Details

  • Bates College
    Bates College
    American Government And Politics (United States)
  • Charles University
    Charles University
    European Studies/Civilization
  • Kent School
    Kent School
    High School

Frequently Asked Questions about Susan Leonard

What company does Susan Leonard work for?

Susan Leonard works for Terra Blue Wealth Management

What is Susan Leonard's role at the current company?

Susan Leonard's current role is Terra Blue Wealth Management.

What is Susan Leonard's email address?

Susan Leonard's email address is su****@****oup.com

What schools did Susan Leonard attend?

Susan Leonard attended Bates College, Charles University, Kent School.

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant

Download 750 million emails and 100 million phone numbers

Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.