Theresa Fabela Email & Phone Number

Overland Park, Kansas

Infinitas is a wealth management firm based in Overland Park, KS. Advisors counsel clients nationwide on all aspects of financial and business planning. I work for the Bruce Glenn Team, providing both private wealth retirement planning services and 401k services.Provide personalized direct client relationship. Interface with clients via in person and over.

Kansas City, Missouri, United States

• Provide administrative support to the Senior Director of Marketing, Senior Director of CRM and their staff of 40. Maintain calendars, coordinate meetings, book domestic/international travel and execute expense reports..
• Provide ongoing administrative support to senior directors, driving organizational success through the management of daily operations and special projects
• Manage executive calendars, strategically coordinate schedules, appointments, events, and travel arrangements with collaboration between outside vendors and internal staff
• Trusted with a $30K budget to plan, organize, and finalize details for travel arrangements and business development events
• Spearhead training and development program for new employees
• Serve as primary point of contact for an average of 30 incoming phone calls and 150 e-mails per day, addressing inquiries and resolving concerns