Tanna Lesch, Fpqp® Email & Phone Number

Cumming, Ga, Us

- Handle client account service, including all administrative-type changes, beneficiary changes, and withdrawal and deposits.- Set-up of new client accounts, including transfer of assets into the accounts and deposits into the new accounts, and establishing all relevant account features, including proper account registration, beneficiary designations, and systematic withdrawal plans, automatic monthly investment programs,- Manage flow of work to Client Service Associate and Administrative staff- Process all checklists to establish and update client relationships- Audit Billing and Administer fee billing- Answer and return calls for Financial Planner- Handle daily cash reviews for clients accounts- Understand and update a financial plan- Attend client meetings and begin build client relationships- Take notes, update CRM, and complete the meeting follow-up action items.- Research and answer basic financial planning questions from clients.

Roswell, Georgia, United States

- Increased Facebook following by 7250% LinkedIn by 120% and Twitter by 109% in only 4 months- Monitored online presence of company's brand and engaged with users, strengthening customer relationships- Scrubbed and maintain the lead generation list through CRM platform - Drove webinar creation from start to finish. Including but not limited to content creation, landing pages, submission forms, email notifications and posting on platforms- Created all advertising and content creation as well as the budgets that go along with that- Wrote and published 2 blogs per week through WordPress and sent 2 weekly emails to potentialprospects through Mad Mimi- Savvy with Facebook Manager, Mad Mimi, WordPress, SharpSpring, Constant Contact, Craigslist, BNTMS, Tenstreet, Twitter, YouTube, VidIQ, Nero and Hootsuite- Participate in business development functions (networking groups, chamber events, etc) - Designed all content creating through canva- Filmed and edited 18 YouTube videos that will be used for lead generation through YouTube and Facebook Premier- Take weekly and monthly social media analytics to compare different campaign strategies- Attend any weekly marketing and sales meetings and provide constructive input

Granger, Ia

- Monitored online presence of company's brand and engaged with users, strengthening customer relationships daily- Increased YouTube following by 540%, Instagram by 184%, LinkedIn by 64%, Facebook by 31%, Twitter by 17%- Created video marketing to be used as advertisements as well as postings on our website for our drivers and future drivers- Created all mass communication lists and content to over 60,000+ potential drivers, as well as send weekly newsletters to current Barr-Nunn drivers- Recruited non qualified drivers by keeping relationships throughout hiring process- Assisted the marketing team with developing and implementing social media strategies - Creates all advertising with Adobe Photoshop Elements 15 and Adobe Premier Elements 15- Savvy with Facebook Manager, Constant Contact, Craigslist, BNTMS, Tenstreet, Twitter, Youtube and HootSuite- Managed advertising and marketing budgets- Traveled to terminals to construct interviews with drivers to be used on social media platforms- Took all photos for our social media, website, intranet and advertising - Produced all paper advertising (postcards, letters, magazines, etc.)- Traveled to all Barr-Nunn Terminals to engage with Barr-Nunn Drivers, Office and Shop employees

Des Moines, Iowa Area

- Constructed a casual day process for the entire Technology Division which included over 350 employees- Managed and assembled a CTO event that involved 150 guests with the assistance of the event coordinator- Developed an Event Tool Kit that assists admins and leaders in creating events for departments and teams- Designed and executed all intern based events to increase collaboration and develop relationships- Developed and executed week long raffle event for technology division throughout Employee Appreciation Week- Prepared an appreciation event to thank leaders and mentors who lead the interns to their fullest potential throughout the summer- Produced slide show of photos I took during Employee Appreciation Week- Increased Technology Division participation over prior year for Employee Appreciation Week through improved communication

7760 Office Plaza Dr S, West Des Moines, Ia 50266

- Helped put together the largest private golf outing in the United States which includes 3 golf courses, 600+ golfers, sixsomes on each hole, over 700lbs of ribs, and lots of prizes- Saved the company over $1,000 by recycling old products - Made a new and improved sponsorship opportunity page, making it much easier to read and understand- Created invoices for over 20 sponsors for the Aureon Golf Classic- Set up, served, and tore down a ribbon cutting event in Omaha- Put together a sponsorship power point that acknowledged every sponsor that helped with out event- Held the National Association of Professional Employer Organizations event internally- Recorded multiple charity grants- Communicated needs with caterers, sponsors and other outsides sources- Provided assistance at our Friday Office Club parties by setting up, getting caterers aligned, serving colleagues and tearing down- Volunteered with my colleagues at the YMCA by serving over 200 people- Earned a free sponsorship while working an event, thanks to the set up of our sponsorship booth and the votes from the golfers- Made reservations and put together a good bye party at the local pub- Dealt with Charity grants and determined if they were CLEC's or not

Provided a helping hand setting up weddings throughout Des MoinesCatered to multiple offices in the Principal Financial Group campusHelped prepare and serve delicious food at multiple weddings

Bachelor Of Science (B.S.), Meeting And Event Planning

High School