Results driven professional focused on helping teams succeed for their clients. Skilled in managing high-stress environments and meeting aggressive deadlines.
Central Rock Gym, Supervisor • Watertown, Mass.
Feb. 2016 – present
Manage customer service team and oversee staff at an expanding New England company. Spearheaded and successfully launched education project aimed to increase customer retention and improve customer experience. Recruit, hire, and mentor new team members on company procedures and best practices. Coordinate and schedule staff, classes, and customer events. Sales, purchasing, and invoicing for retail inventory and office supplies; reduced company costs by researching and comparing suppliers.
Wells Fargo Advisors, Registered Client Associate • Worcester, Mass.
FEB 2014 – FEB 2016
Managed customer relationships as primary contact for high-net worth clients. Integral member of investment team serving as the primary point of contact for clients. Worked with clients’ attorneys, CPAs, and insurance agents to provide comprehensive financial advice. Responsible for in-depth data analysis and detailed reporting for advising on major decisions.
Drove the use of technology within the team, designing processes for the use of Customer Relationship Management software to drive regulatory and corporate compliance, and ensure customer retention. Implemented business procedures team-wide to track referrals, leads and prospects.
Designed marketing campaign, identifying prospective leads from public data. The campaign helped add millions to the team’s assets under management.
Sarasota Herald-Tribune, Staff Writer • Sarasota, Fla.
AUG 2012 – JUL 2013
Published front-page news stories for online and print audiences. Completed projects on a deadline, in a fast-paced and high-pressure environment. Managed social media for content promotion. Interviewed live on national television for multiple exclusive pieces.
Portfolio available upon request.
The Associated Press, Reporter • Springfield/Chicago, Ill.
JAN 2012 – JUN 2012 (temporary position)
Reported from state house press bureau during Illinois spring legislative session. Broke a national internet privacy story, resulting in state legislation protecting job seekers from coercive privacy violations. Covered a corrupt state legislator charged, and later convicted, of accepting a $7k cash bribe. Reported on NATO summit and protests in Chicago as member of White House press pool.
Certified Associate in Project Management (CAPM) by Project Management Institute; Member of Mass Bay PMI Chapter
Series 7 Licensed General Securities Representative with the Financial Industry Regulatory Authority
Series 66 Licensed Investment Advisor with the North American Securities Administrators Association
University of Illinois
MA, Public Affairs Reporting
Aug 2011 – AUG 2012
Aug 2007 – May 2011
Writing and Editing
Investments and Finance
Social Media Marketing
Customer Relationship Management Systems
Content Management Systems (including WordPress)
HTML and CSS