Andrea Dunn
Oakwood Village,OH
Summary
Results driven Corporate Event Manager offering years of outstanding project achievements. Expert in all facets of corporate event planning from venue sourcing, contract negotiating, to production. Successfully managing budgets and controlling costs through strategic negotiations with vendors, suppliers and stakeholders. Key talents include creating event timelines, managing logistics, relationship building, conflict resolution, mitigating issues and continuous process improvement. Outstanding client focus-translating visions into events.
Overview
29
29
years of professional experience
1
1
Certification, Diversity Equity & Inclusion
1
1
Certification, Building a Diverse Workforce
Work History
Administrator/Project Manager, Corporate Events
Benefit Advisors Network An (Alera Group Company)
04.2014 - Current
- Conference Project Manager (9 years)
- Source event locations
- Source and recommend event venues
- Manage Vendor/Supplier contract negotiations
- On-site conference management
- Successfully Built strong customer-member relationships
- Managed Budgeting/Invoicing for conferences and agency.
- Complex problem solving-Researched discrepancies Improved processes
- Provided management for logistics team, contractors and vendors.
- Fostered relationships with vendors to promote positive working relationships.
- Modified and directed project plans to meet organizational needs.
- Identified plans and resources required to meet project goals and objectives.
- Assisted with development of event strategies and tactical plans to promote accomplishment of marketing goals.
- Implemented creative partnership building, event sponsorship, activation platforms and consumer experience design.
- Coordinated meetings between project members and clients to develop ideas, discuss progress and set goals.
External Relations Assistant/Major Gifts Division
Weatherhead School Of Management
05.2011 - 05.2012
- Responsible for administrative and operational duties of the External Relations and major gift department
- Assisted major gift development officers with coordinating multiple fundraising events Assisted gift officers with portfolio management
- Collaborated with external relations team and external vendors to create fundraising and alumni events.
- Developed and strengthened working relationships with key influencers across organization and in industry to support external relations and business objectives.
- Managed administrative logistics of events planning, event booking and event promotions.
- Supported senior leadership by developing status reports on activities related to planning, scheduling, cancellation, inquiries, resourcing, risk mitigation and proposal development for various events.
- Supported public relations and external communication efforts.
Client Success Analyst-Business Resource Group
Arrow Electronics
05.2007 - 08.2009
- Evaluated customer information to explore issues, develop potential solutions and maintain high-quality service.
- Educated clients on account services and resolved client inquiries regarding statement information and account balances.
- Addressed escalated customer service issues sent from sales and service teams to save customer relationships.
- Adapted to new applications and maintained knowledge of current technologies.
- Educated staff on organizational mission and goals to help employees achieve success.
Criminal Defense Legal Assistant-Office Manager
Thomas Shaughnessy, L.P.A.
05.2005 - 05.2007
- Developed positive working relationship with courts, clients, law enforcement members and attorneys
- Authored clear and professional business documents.
- Filed court documents and legal pleadings with court clerk on behalf of attorneys.
- Created and updated physical records and digital files to maintain current, accurate and compliant documentation.
- Managed accounts and client records of clients, observing confidentiality and extreme discretion.
- Recorded expenses and maintained accounting
- Scheduled appointments, court appearances and depositions for busy law firm.
Global Account Manager / Wealth & Asset Management
Gratry & Company
01.1999 - 12.2003
- Managed book of business worth $3M across 150 accounts.
- Analyzed account details such as usage, sales data and client comments to enhance understanding of effectiveness and client needs.
- Assessed and reported on performance attribution on monthly and quarterly bases.
- Presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Managed socially responsible accounts
- Collaborated with associates and developed relationships with different departments across agency.
Operations Analyst /Investment Banking Associate
NatCity Investments
01.1994 - 01.1999
- Selected to be part of the original 6 members to setup, open and manage the new investment operations center
- Oversaw high net-worth financial transactions
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Reviewed monthly requisitions for accuracy and completeness, reconciled transactions and determined payment approval statuses.
- Managed accounts and client records of clients, observing confidentiality and extreme discretion.
- Entrusted to handle confidential and sensitive situations in professional matter.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Offered friendly and efficient service to customers, handled challenging situations with ease.
Education
Master of Science - Social Sciences
Case Western Reserve University
Cleveland, OH05.2011
Bachelor of Science - Business Management
David Myers University
Cleveland, OH05.2004
Skills
- Project Management
- Project Oversight
- Contract Administration
- Budgeting/Financial Transactions
- Strategic Recommendations
- Relationship Building
- Location Scouting/Venue Selection
- Complex Problem Resolution
- Agenda Planning
- Business Process Improvement
- Menu Planning/Chef Consultations
- Vendor Relationship Management
- Staff Oversight/Team Management
- Transportation and Logistics Planning
- Banquet Event Orders (BEOs)
- Marketing and Promotional Materials
- Strategic Planning
- Stakeholder Relations
- Administration and Management
- Continuous Improvements
- Proposal Evaluation
- Personable and Approachable
- Internal and External Communications
- Program Administration and Evaluation
- Leadership
Certification
- Event Planner, The International Association of Professional Career College - 05/2023
- Diversity Equity & Inclusion/Building a Diverse Workforce, Cornell University - 06/2022
- Diversity Equity & Inclusion Training - Cornell University-07/2020
- Diversity Equity & Inclusion Training -Institute for Diversity Certification, Certified Diversity Professional, expected 12/2023
Quote
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Timeline
Administrator/Project Manager, Corporate Events
Benefit Advisors Network An (Alera Group Company)
04.2014 - Current
External Relations Assistant/Major Gifts Division
Weatherhead School Of Management
05.2011 - 05.2012
Client Success Analyst-Business Resource Group
Arrow Electronics
05.2007 - 08.2009
Criminal Defense Legal Assistant-Office Manager
Thomas Shaughnessy, L.P.A.
05.2005 - 05.2007
Global Account Manager / Wealth & Asset Management
Gratry & Company
01.1999 - 12.2003
Operations Analyst /Investment Banking Associate
NatCity Investments
01.1994 - 01.1999
Master of Science - Social Sciences
Case Western Reserve University
Bachelor of Science - Business Management
David Myers University
- Diversity Equity & Inclusion/Building a Diverse Workforce, Cornell University - 06/2022
- Diversity Equity & Inclusion, Cornell University - 12/2020
- Certified Diversity Professional, Institute for Diversity Certification, Indianapolis, IN, expected completion date 12/2023
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