Hi, I’m
Audrey Keel
Operations & Administrative Support Management
San Antonio,TX
Summary
Simplifies complex challenges by combining expertise in administration, operations, and marketing to build efficient systems. Skilled in managing change and fostering collaboration to achieve shared goals. Leads teams and offices through transitions, improves workflows for lasting impact, and keeps organizations focused on their mission. Balances strategic planning with practical execution, ensuring every detail supports the broader vision.
Overview
24
years of professional experience
Work History
Churchill Orchestra Booster Association
Communications Chair
10.2024 - Current
Job overview
- Develops and implements communication strategies to effectively convey key messages to internal and external stakeholders.
- Crafts compelling content for various channels including newsletters and email campaigns.
- Creates engaging visual content or presentations to support communication initiatives.
Self employed
Writer / Sabbatical
02.2024 - Current
Job overview
- Reestablished a balanced and healthy lifestyle
- Passionate about learning and committed to continual improvement. Took a creative writing course with author, John Estes.
- Excellent communication skills, both verbal and written. Began working on a collection of essays.
- Revitalized social media presence by introducing consistent and authentic content voice, growing followership and enhancing user interaction.
- Used critical thinking to break down problems, evaluate solutions and make decisions.
- Skilled at working independently and collaboratively in a team environment.
Avior Wealth Management (fka NVC Wealth Mgt. Grp.)
Marketing Manager
09.2021 - 02.2024
Job overview
- Spearheaded comprehensive rebranding initiative, resulting in enhanced market positioning and brand recognition, marking the beginning of huge growth, landing Avior on the Inc5000 list in 2022 and 2023.
- Facilitated change management efforts during major transitions or restructuring events within the organization.
- Supported change management initiatives by communicating updates effectively throughout the organization.
- Boosted brand awareness and generated leads while managing marketing campaigns across various platforms.
- Boosted sales performance through the creation of engaging promotional materials and targeted advertising strategies.
- Enhanced online presence, optimizing website content and improving user experience.
- Managed social media accounts for optimal audience engagement and increased online presence.
- Maintained documentation, detailing assignments, in-progress work and completed project milestones.
- Developed and implemented marketing strategies to use for rebranding campaigns and promotions.
- Analyzed and reported on KPIs to validate and demonstrate success of marketing campaigns.
- Coordinated with design and media teams to develop high-quality creative assets.
- Coordinated with sales teams to align marketing and sales strategies, driving revenue growth.
- Negotiated with vendors and service providers, securing favorable terms and supporting budget objectives.
- Trained junior marketing staff, elevating team capabilities and performance.
- Wrote and distributed press releases to increase brand visibility.
- Collaborated with cross-functional teams to ensure consistent branding across all company touchpoints and communications channels.
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Marketing Manager-Branch Liaison
04.2019 - 09.2021
Job overview
- Thrived in a fast-paced company during a long period of ongoing change. Sawtelle Financial Management was acquired by a larger firm located in Omaha, Nebraska.
- Mentored and managed two newer client associates, and also led one of the firm's highest priority projects the full transition of Sawtelle Financial Management's 180 clients and $110M in assets under management to Nelson, Van Denburg & Campbell Wealth Management Group, LLC
- Organized and managed prospective client and client events that generated new leads for the local office.
- Maintained documentation, detailing assignments, in-progress work and completed project milestones.
- Streamlined internal communication processes, ensuring alignment between local office objectives and organizational goals.
- Implemented change management initiatives that supported organizational growth while minimizing disruption to ongoing operations.
Sawtelle Financial Management
Marketing Director
01.2019 - 03.2019
Job overview
- Employer's management style required that employees be excellent communicators, quick learners, self-starters, and proactive problem-solvers that required minimal oversight, since he worked remotely.
- Streamlined event marketing to maximize brand exposure and generate direct sales opportunities.
- Developed analytics framework to measure and report on campaign performance, guiding strategic adjustments and improvements.
- Negotiated advantageous contracts with vendors and service providers, reducing marketing costs while maintaining quality.
- Enhanced user experience on company website with comprehensive redesign, leading to increased traffic and engagement.
- Fostered culture of innovation within marketing department, encouraging experimentation with new marketing techniques and technologies.
- Oversaw preparation of marketing copy, images, videos, emails, and other collateral.
- Provided the most value to by standing in the gap as a counselor, coach, and leader within the office through volatile times which prevented turnover that would have left the owner with a completely empty office and a possible delay or complete inability to sell his business as he had been actively seeking to do for the prior 2 years
- Reduced resistance to change by employing empathetic communication and understanding the concerns of employees affected.
- Ensured compliance with regulatory standards while executing change management activities.
Sawtelle Financial Management
Computer Operator
04.2018 - 01.2019
Job overview
- Maintained a high level of accuracy in data entry tasks, resulting in improved overall data quality.
- Boosted productivity by providing technical support to users, resolving issues in a timely manner.
- Maximized hardware performance, conducting periodic upgrades and replacements as part of asset management efforts.
- Strengthened security measures, conducting regular system audits to identify and mitigate potential vulnerabilities.
- Ensured compliance with industry standards by rigorously following data protection and privacy policies.
- Supported business operations, ensuring backup and recovery procedures were flawlessly executed.
- Managed the office's supply inventory and purchasing process
- Coordinated travel and accommodations for advisor, as well as managing and coordinating client and prospective client events
NEISD
Substitute Teacher K-12
09.2015 - 04.2018
Job overview
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Repeatedly requested as substitute teacher by teachers based on excellent past referrals and trusted performance.
- Implemented classroom management techniques to maintain positive learning environment.
Montgomery Elementary, NEISD
Full-Time Substitute
02.2017 - 03.2018
Job overview
- Collaborated with other educators to plan and review instruction.
- Followed classroom plans left by class teacher to continue student education and reinforce core concepts.
- Managed classroom behavior effectively, ensuring a safe and respectful atmosphere for all students.
- Utilized variety of instructional strategies to meet individual student needs.
Coker Elementary School
Art Smart Volunteer
09.2015 - 05.2016
Job overview
- Planned, prepared and executed 8 separate art lessons, which allowed 43 students to receive exposure to an area of study not formally offered at their school
The Cathy Naiser Group
Marketing Director
12.2014 - 05.2015
Job overview
- Expanded customer base through targeted prospecting and networking efforts.
- Delivered engaging sales presentations tailored specifically towards a targeted client's needs.
- Informed clients of promotions through outbound calling to increase sales productivity and volume.
- Created content and promotional materials to drive engagement and conversions.
- Developed analytics framework to measure and report on campaign performance, guiding strategic adjustments and improvements.
- Generated sponsorships with related and partnering entities to enhance marketing objectives.
- Exceeded monthly targets by diligently following up on leads and closing appointments quickly.
- Coached new hires on sales techniques, contributing to their development as successful team members.
- Set and achieved company defined sales goals.
Gymboree Play & Music - San Antonio
Play Teacher
09.2014 - 11.2014
Job overview
- Provided play-based instruction that included sensory stimulation, problem-solving games and storytelling to encourage the growth and development of children's minds and bodies from infancy to age five.
The Keel Family
Household Manager
03.2003 - 08.2014
Job overview
- Anticipated the household's needs and proactively addressed them to minimize disruptions or inconveniences.
- Handled various administrative tasks on behalf of the household such as correspondence, document management, and filing systems.
- Coordinated travel arrangements for family vacations, business trips, or special events to ensure seamless experiences.
- Fostered positive relationships with service providers, ensuring timely delivery of services and effective communication.
- Coordinated meals for all family members with focus on catering to dietary restrictions.
- Planned youth activities to foster intellectual and emotional development.
- Managed financial matters for the household, including budgeting, bill payments, and expense tracking.
6 Street Technologies, Inc.
Tax and Accounting Consultant
12.2012 - 02.2014
Job overview
- Prepared the company's financial statements and filed the quarterly and annual tax forms from December 2012 through August of 2013.
- Managed the company's payroll, employee benefits, bookkeeping and tax preparation from October 2013 through February 2014.
Wanke Elementary PTA
Treasurer and Board Member
07.2010 - 06.2011
Job overview
- Provided financial management and guidance, which allowed the PTA to end the year with nearly 75% more funds than the prior year.
- Prepared and presented financial reports to inform PTA board and members.
- Reconciled monthly statements, invoices and expense accounts, keeping records accurate, and current.
BSA Cub Scout Pack 152
Public Relations Chair
06.2010 - 06.2011
Job overview
- Provided opportunities for young boys and their families to work on various volunteer projects within the surrounding community, which enabled them to realize the invaluable lesson that there is no age-limit when it comes to service towards others
Cooper Communities, Inc.
Financial Analyst I & II
09.2000 - 05.2003
Job overview
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Assisted in preparation of presentations, data tables and other documents for board meetings.
- Improved cash flow management with rigorous accounts receivable tracking.
- Initiated process improvements that increased the efficiency of budgeting cycles while maintaining accuracy standards.
- Worked with the Internal Audit Manager to develop documentation and flow charts of business processes to determine risk and provide opportunities for securing potential loss through audit recommendations
- Improved financial forecast accuracy by implementing new, dynamic modeling tool.
- Reduced time spent on manual data entry, implementing automated data extraction tools.
- Conducted detailed variance analysis to identify cost-saving opportunities, leading to more efficient allocation of resources.
Education
The University of Texas - Pan American, Edinburg, TX
BBA from Accounting
08.2000
The University of Texas at Austin, Austin, TX
None from Pre-Med
01.1996
Skills
- Content Creation
- Corporate Communications (Internal and External)
- Presentational Speaking
- Meeting and Event Planning
- Vendor Management
- Project Management
- People Management and Training
- Financial Reporting and Analysis
- Problem-Solving
- Time Management
- Salesforce
- Asana
- Microsoft Office (Word, Excel, PowerPoint, Teams)
- Zoom
- SharePoint
- Hubspot
- Canva
- MailChimp
References
- Curt Smith, Director of Strategic Growth, 402-570-4527, curt.smith@avior.com
- Scott Cavey, CFP, AIF, President of Wealth, 402-212-6360, scott.cavey@avior.com
- Jamie Stockwell, Executive Local Editor, 210-860-1960, jamiestockwell@gmail.com
- Joseph Kubon, Global VP, Salesforce Platform Architecture, 210-310-6147, joseph.kubon@gmail.com
Personal Information
Work Permit: Authorized to work in the US for any employer
Timeline
Communications Chair
Churchill Orchestra Booster Association
10.2024 - Current
Writer / Sabbatical
Self employed
02.2024 - Current
Marketing Manager
Avior Wealth Management (fka NVC Wealth Mgt. Grp.)
09.2021 - 02.2024
Marketing Manager-Branch Liaison
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
04.2019 - 09.2021
Marketing Director
Sawtelle Financial Management
01.2019 - 03.2019
Computer Operator
Sawtelle Financial Management
04.2018 - 01.2019
Full-Time Substitute
Montgomery Elementary, NEISD
02.2017 - 03.2018
Substitute Teacher K-12
NEISD
09.2015 - 04.2018
Art Smart Volunteer
Coker Elementary School
09.2015 - 05.2016
Marketing Director
The Cathy Naiser Group
12.2014 - 05.2015
Play Teacher
Gymboree Play & Music - San Antonio
09.2014 - 11.2014
Tax and Accounting Consultant
6 Street Technologies, Inc.
12.2012 - 02.2014
Treasurer and Board Member
Wanke Elementary PTA
07.2010 - 06.2011
Public Relations Chair
BSA Cub Scout Pack 152
06.2010 - 06.2011
Household Manager
The Keel Family
03.2003 - 08.2014
Financial Analyst I & II
Cooper Communities, Inc.
09.2000 - 05.2003
The University of Texas at Austin
None from Pre-Med
The University of Texas - Pan American
BBA from Accounting
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