Tiffany Howard, Mba Email & Phone Number

Charlotte, North Carolina, United States

Heading daily operations, I oversee 8 State College Plans, completing administrative tasks, answering legal inquiries, and escalating requests appropriately. Employing Lean methodology, I maximize operational efficiency, utilizing hosting huddles and problem-solving sessions. I collaborate cross-functionally to foster positive workspace, modify schedules in response to resource availability and staffing requirements and augment internal communications and staff knowledge by publishing monthly corporate newsletter. I boosted new client acquisition by 40% with the execution of a major College Savings Plan Implementation and Marketing project and realized more than $300,000 million in assets with introduction of a new State Plan.

Devising and introducing corporate strategy, in collaboration with senior leadership, I focused on eradicating outstanding distribution checks and write-offs. Facilitating informed decision-making with enhanced data, statistics, and SLA metrics, I drafted correspondence to business partners, clients, and team members. Evaluating distribution requests, reviewing risk tolerance documentation and questionnaires, I examined transactions and trained colleagues on process improvements and mediation best practice. Explaining fund updates and ticker adjustments to Planners, I expanded the team's knowledge of NaviPlan and Siebel software system. I promoted operational efficiency and optimized business performance by sharing ideas, reviewing feedback, and supporting delivery of system upgrades and projects and ensured an exemplary level of customer service was delivered personally, and by the wider team.

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Charlotte, North Carolina, United States

Master Of Business Administration - Mba, Project Management, 4.0

Bachelor Of Science - Bs, Psychology, 4.0

Bachelor Of Science - Bs, Psychology, 3.5