Executive Assistant at Mosaic Financial Group (2022-04 – 2026-03)
- Coordinated and optimized executive calendars, ensuring efficient scheduling of appointments for two executives.
- Implemented marketing and operational pipelines to track all new business activities, resulting in higher conversion rate of potential clients.
- Planned 10+ client appreciation events including venue selection, coordination of vendors, managing guest lists and day of event execution including creating presentations using MS Powerpoint.
- Managed client onboarding process to successfully onboard 50+ new accounts, including creating all new account paperwork and annuity applications, obtaining signatures using DocuSign, and following up with financial institutions to ensure proper and timely processing. Notarized paperwork as needed.
- Managed client database with Redtail CRM, ensuring accurate records and generating comprehensive reports.
- Executed and streamlined marketing activities, including educational seminars, social media, and email campaigns to enhance outreach.
- Responded to client inquiries via telephone, providing necessary assistance in order to minimize the executive's time trouble-shooting client issues.
Executive Assistant at JavaWorks Inc. (2021-04 – 2022-04)
- Coordinated executive calendar and travel arrangements to optimize scheduling and efficiency.
- Managed onboarding process for all new accounts including correspondence with prospects, contracts, and proposals while also establishing new accounts in QuickBooks and RouteStar CRM.
- Developed business development pipeline to track and streamline new activities.
- Spearheaded marketing initiatives across web and social media platforms.
- Organized team meetings by drafting agendas and recording notes to ensure clear communication and follow-up.
Sales Manager at Macy's (2019-01 – 2021-04)
- Directed sales team to consistently meet daily and weekly targets through effective leadership.
- Drove colleague engagement through active coaching and implemented recognition efforts to promote a positive work environment.
- Trained new staff on product knowledge and customer service skills to enhance team performance.
- Strategic planning of schedules to ensure proper floor coverage in all departments.
- Planning events and animations to drive sales and foot traffic.
- Responded to colleague calls and managed customer issues.
Sales Associate at Lord & Taylor (2016-09 – 2018-12)
- Directed sales team to consistently meet daily and weekly targets through effective leadership.
- Drove colleague engagement through active coaching and implemented recognition efforts to promote a positive work environment.
- Trained new staff on product knowledge and customer service skills to enhance team performance.
- Strategic planning of schedules to ensure proper floor coverage in all departments.
- Planning events and animations to drive sales and foot traffic.
- Responded to colleague calls and managed customer issues.
Business Development Consultant at Envirolution One (2015-02 – 2016-09)
- Consulted on business development opportunities, contributing to growth strategies for start-up social enterprise.
- Wrote New Rochelle City Council grant, which was awarded $15,000 in support of green jobs training program.
- Represented organization in meetings with government representatives, workforce partners, and peer organizations advocating for program initiatives, including public speaking events such as Town Hall meetings, as well as television and radio interviews.
- Managed stakeholder relationships to drive community support for program.
Development Assistant at Harlem Children's Zone (2013-07 – 2015-07)
- Managed complex calendars for executive leadership at a nonprofit community organization in New York City.
- Planned donor events by securing meeting space, arranging transportation, and managing vendors/caterers, proactively addressing issues to maintain program timelines and budget.
- Wrote, copyedited, and designed grant proposals, gift acknowledgement letters, and annual reports.
- Managed fiscal year-end direct mail appeal. Prepared data, oversaw printer, and fulfilled mailing of collateral.
Development Assistant at Shalem Foundation (2011-02 – 2013-07)
- Managed executive calendars and scheduled appointments for leadership team to maximize time management.
- Coordinated travel arrangements and itineraries for business trips, prioritizing cost-effective options and smooth travel experiences.
- Managed mega-donor pipeline regularly to reflect current statuses of prospects keeping relationship managers accountable on their action items, and making strategic recommendations for prospect communication.
- Facilitated logistics for two board of directors' meetings in New York City, ensuring seamless execution and adherence to schedule.
- Created meeting agendas for weekly fund development team meetings and reported on action items.
- Conducted prospect research to identify potential donors, created reports on findings for senior leadership.
