Office Manager - SMITH AND DOWNEY, P.A. - Baltimore, MD
(2023-01 - 2024-12)
Streamlined daily operations while supporting senior partners and attorneys.
- Improved scheduling efficiency by managing calendars and meetings for 25+ employees.
- Strengthened office operations through staff supervision, vendor negotiations, contract management, and process improvements.
- Improved onboarding and workflow through updated procedures and technology coordination.
Account Manager - GROUP BENEFIT REVIEW - Timonium, MD
(2022-01 - 2023-12)
- Strengthened client relationships by serving as a primary liaison to HR leaders and company leadership.
- Streamlined renewals, enrollments, documentation, and client communications.
Operations / Client Services Manager - AKERS FINANCIAL GROUP - Forest Hill, MD
(2020-01 - 2021-12)
- Improved client service delivery by overseeing onboarding, account openings, transfers, and documentation.
- Supported advisors and staff in maintaining efficient daily operations.
Customer Relations Manager - CORNERSTONE ADVISORY - Hunt Valley, MD
(2018-01 - 2020-12)
- Improved client service and administrative efficiency through streamlined onboarding and documentation.
- Implemented DocuSign and trained staff, reducing paperwork and improving workflow.
Executive Assistant / Office Manager / HR Manager - AMS, LLC - Hunt Valley, MD
(2013-01 - 2018-12)
- Provided trusted executive support to the CEO/Owner while overseeing daily office operations.
- Led front-office and customer service staff and managed HR, payroll, benefits, AP/AR, and administrative functions.
Executive Assistant / Client Services Specialist - HERITAGE FINANCIAL CONSULTANTS - Hunt Valley, MD
(2009-01 - 2013-12)
- Provided high-level support to a Senior Partner while managing client communications, meetings, reports, and confidential records.
- Modernized document management by transitioning paper files to an electronic system.
Corporate Secretary / Executive Assistant to President, CEO & COO - FERRIS, BAKER WATTS, INC. / RBC WEALTH MANAGEMENT - Baltimore, MD
(2007-01 - 2009-12)
- Provided high-level executive support to the President, CEO, and COO, managing complex schedules, travel, communications, and meetings.
- Ensured effective Board and Executive Committee operations through meeting coordination, agendas, minutes, and confidential documentation.
- Supported leadership through a major corporate acquisition by Royal Bank of Canada.
