ELIZABETH R. FETEAU
Freeport,USA
Summary
Results-driven professional with 15+ years of experience in customer service, operations, and team leadership across aviation, financial services, and telecommunications. Skilled in front-line team management, ramp operations, staffing oversight, and compliance monitoring. Proven ability to resolve service disruptions, foster cross-department communication, and maintain safety and operational reliability. Recognized for building a culture of respect, inclusion, and professionalism while meeting organizational and regulatory objectives.
Overview
1
1
Certification
21
21
years of professional experience
Work History
Client Experience Director /Practice Manager of Operations
Blue Ocean Mass Mutual
East Hills NY
11.2023 - Current
- Led strategic initiatives to optimize operational efficiency across multiple departments.
- Developed and implemented comprehensive training programs for middle management to enhance leadership skills.
- Collaborated with cross-functional teams to drive innovation in product development and service delivery.
- Analyzed market trends to inform strategic decision-making and identify growth opportunities.
- Serve as primary point of contact for clients, overseeing communications across phone, email, virtual, and in-person interactions while maintaining a high-touch client experience.
- Lead and manage end-to-end planning and execution of educational workshops, seminars, and client events from concept through completion.
- Coordinate venue selection, restaurant partnerships, vendor communications, menu planning, event logistics, contracts, setup, breakdown, and multi-day event execution.
- Oversee event operations to ensure seamless delivery, attendee experience, and successful execution across recurring and multi-session programs.
- Manage sponsor and wholesaler relationships, including post-event communications, appreciation outreach, and partnership follow-up.
- Drive compliance completion by ensuring required documentation, approvals, and post-event processes are accurately completed and submitted.
- Negotiated favorable contracts with vendors for reduced costs and improved service quality.
- Increased company revenue by streamlining processes and implementing cost-saving measures.
- Coordinate webinar operations by managing presentations, communications and distribution timeline.
- Confirming event readiness with internal event management teams
- Scheduling appointments from attendee engagement
Maintaining ongoing webinar participation lists and future event enrollment - Developed high-performing teams by providing mentorship, guidance, and opportunities for professional growth. Monitoring registration workflows
- Established performance metrics to evaluate departmental success and drive accountability across teams.
- Support practice growth initiatives through lead management, appointment scheduling, attendee follow-up, and client conversion support.
- Assist advisory teams with service operations by managing special projects, supporting advisor requests, and ensuring timely completion of client deliverables.
- Draft and prepare client correspondence and Letters of Instruction while maintaining accuracy and confidentiality.
- Maintain operational systems, event tracking processes, workflow management, and client records to support efficiency and scalability.
- Balance multiple high-priority projects simultaneously while ensuring deadlines, compliance standards, and service expectations are met.
Advisor Relations & Administrative Manager
Northeast Planning Group
New Hyde Park, NY
12.2014 - 11.2023
- Managed relationships with 100+ active life insurance agents, overseeing onboarding, licensing, compliance, and training completion.
- Managed operational audits, track performance, and ensure department alignment with corporate objectives.
- Prepared client files, reports, investment paperwork, and presentation materials while delegating tasks to employees.
- Managed with onboarding new clients and processing account documentation and trained and mentor administrative staff.
- Managed confidential client records and updating CRM databases ensuring regulatory compliance
- Coordinating follow-up actions after client meetings and financial reviews
- Managed marketing events, seminars, and advisor outreach activities
- Acting as a liaison between advisors, clients, custodians, and internal departments
- Resolved escalated service issues and support agents during operational challenges, ensuring client satisfaction.
- Coordinate staffing resources to meet workflow demands while ensuring compliance with company policies and industry regulations.
- Strengthen cross-department communication between advisors, underwriters, and clients to achieve shared goals.
- Developed comprehensive financial plans tailored to client needs and goals by reviewing and approving paperwork for investment, insurance, and retirement accounts
- Provided expert guidance on investment strategies and risk management.
Retail Sales Consultant
AT&T Mobility
Valley Stream, NY
01.2008 - 01.2014
- Consistently exceeded sales targets by 15–20% through consultative service and account upgrades.
- Resolved escalated service concerns with professionalism, maintaining high customer satisfaction and retention rates.
- Completing online orders and making outbound calls to potential or existing customers
- Participating in local events and community outreach
- Maintaining store appearance, inventory, and merchandising displays
- Staying updated on new technology, products, and competitor offerings
- Managed staffing resources during high-volume periods to ensure operational efficiency.
- Coordinated events that increased customer traffic by 10% and strengthened community relationships.
Ground Operations Agent
Mesaba Airlines (Northwest Airlink) – Regional Airport
01.2005 - 01.2008
- Supported ramp operations, including aircraft marshaling, baggage handling, cargo loading, and aircraft servicing.
- Ensured compliance with FAA, OSHA, and airline safety standards through regular equipment checks and safety observations.
- Collaborated with ground operations and gate agents to maintain on-time performance and efficient turnaround times.
- Resolved service issues quickly to minimize flight delays and maintain customer satisfaction.
- Applied teamwork and communication across departments to support seamless airport operations.
- Working outdoors in all weather conditions and handling physically demanding tasks
- Conducting aircraft safety and security checks
- Assisting passengers during boarding and deplaning
Education
B.S. - Aviation Management
University of Louisiana at Monroe
01-2007
Skills
- Proficient in Microsoft Excel, Word & PowerPoint
- Relationship building
- Strategic planning
- Conflict resolution & Training and mentoring
- Presentations and public speaking
- Data interpretation & Regulatory compliance
- Group facilitation
- Project management & Risk assessment
- Multitasking Abilities
- Staff supervision
- Time management
Certification
- Licensed Life & Health Insurance Specialist
- Certifications: Competitive Selling Strategies | Managing Human Performance | Customer-First Service | Top Gun Award
Languages
French
Professional Working
English
Native or Bilingual
Timeline
Client Experience Director /Practice Manager of Operations
Blue Ocean Mass Mutual
11.2023 - Current
Advisor Relations & Administrative Manager
Northeast Planning Group
12.2014 - 11.2023
Retail Sales Consultant
AT&T Mobility
01.2008 - 01.2014
Ground Operations Agent
Mesaba Airlines (Northwest Airlink) – Regional Airport
01.2005 - 01.2008
B.S. - Aviation Management
University of Louisiana at Monroe