Erynn McCabe
East Hampton,CT
Summary
Directed strategic operations as a business owner and executive partner, leveraging over 10 years of experience to support business owners and leadership teams across wealth management, real estate, and professional services.
Overview
10
10
years of professional experience
Work History
Manager of Client Services
MJP Wealth Advisors
01.2024 - Current
- Facilitated integration between advisors, leadership, and service teams to enhance execution and communication.
- Directed oversight of KPIs, operational metrics, and workflow enhancements.
- Directed client service delivery for high-net-worth households and collaborated with internal stakeholders.
- Enhanced recruiting capacity planning and spearheaded firmwide strategic initiatives.
Director of Business Development & Client Service
Connecticut Wealth Management
01.2020 - 01.2023
- Implemented improved onboarding and engagement processes to drive a 60% increase in firm client base.
- Coordinated efforts between partners and operations to enhance collaboration on strategic initiatives.
- Implemented enhancements in Salesforce and Orion to optimize reporting processes and increase operational efficiency.
- Designed and delivered comprehensive workshops and educational sessions to empower business owners and high-net-worth clients.
Director of Agent Services & Broker Compliance
Keller Williams Realty
01.2016 - 2020
- Enhanced operational efficiency by supporting 400+ agents with compliance training and operational guidance.
- Directed comprehensive recruiting and training initiatives to ensure seamless onboarding of 70+ new agents each year.
- Directed compliance initiatives for escrow deposits over $2 million, maintaining strict alignment with Connecticut and Massachusetts regulatory requirements.
- Strategically planned and executed 20+ large-scale events to enhance leadership skills and foster team development.
Real Estate Consultant
McCabe Realty/ Self Employed
01.2016 - Current
- Directed operational strategies and initiatives for RealtyCo, ensuring alignment with corporate objectives.
- Executed over 170 transactions, driving sales volume exceeding $40 million while overseeing real estate operations.
- Facilitated team consultations to optimize CRM migration workflows and enhance client experience.
- Spearheaded real estate business initiatives, emphasizing team development and operational system enhancements.
Education
Bachelor of Arts - Psychology (Concentration: Organizational Psychology & Human Services)
University of New Hampshire
Durham, NHSkills
- Project management (Asana, Mondaycom)
- CRM expert (Salesforce, Advisor Engine)
- Marketing Strategies/ Event Planning
- Process/ Procedure Development and Streamlining
- Leadership Training
- Recruitment and Hiring
- Schedule Management
- KPI Tracking
- Mergers and Acquisitions
LEADERSHIP & COMMUNITY
United Way Women United, Executive Member, 2022, Present
Timeline
Manager of Client Services
MJP Wealth Advisors
01.2024 - Current
Director of Business Development & Client Service
Connecticut Wealth Management
01.2020 - 01.2023
Director of Agent Services & Broker Compliance
Keller Williams Realty
01.2016 - 2020
Real Estate Consultant
McCabe Realty/ Self Employed
01.2016 - Current
Bachelor of Arts - Psychology (Concentration: Organizational Psychology & Human Services)
University of New Hampshire