Gretta Dianne Hawkins
Casper,WY
Summary
Talented professional considered knowledgeable leader and dedicated problem solver. Brings 15 years of valuable expertise to forward company objectives. Attentive to detail with experience in coordinating projects, programs and improvements. Upbeat and energetic handling difficult situations through resourcefulness and adaptability.
Overview
12
12
years of professional experience
Work History
Client Services Associate
Stifel Investment Services
06.2019 - Current
- Perform administrative functions related to opening client accounts and ongoing account coding
- Work with Financial Advisors and clients in obtaining required documents based on individual account needs
- Organize and manage maintenance of over 700 complete client account and trade-related records for Financial Advisors and required branch files
- Organize and launch additional branch and client related events as assigned by Branch
- Manager.
- Utilize active listening skills to identify customer needs and provide appropriate solutions.
- Maintain accurate record-keeping with proactive attention to client information updates.
- Collaborated with other departments to develop ways to increase customer satisfaction.
- Deliver exceptional customer service to every customer by leveraging extensive knowledge of products and services and creating welcoming, positive experiences.
- Effectively communicate with clients regarding account services, statements, and balances.
Project Manager
SafeTGard Corporation
09.2013 - 05.2019
- Develop, implement and manage projects including vendor establishment and compliance, product development, product compliance, marketing and general company operations
- Collaborate with and manage multiple graphic artists to develop packaging, marketing materials, website and company branding
- Provide effective communication with 10 international and local vendors to ensure successful execution of product manufacture and import.
- Provided detailed project status updates to stakeholders and executive management.
- Provided detailed technical and operational direction in project challenges, consistently meeting deliverables according to deadlines.
Project Manager
VIP Exhibits
01.2015 - 02.2016
- Effectively communicate requirements and set expectations to ensure all team members and stakeholders understand their involvement and roles on individual projects
- Create detailed project plans for all projects and implement plans throughout project to monitor milestones, deliverables, dependencies and constraints
- Utilize strong analytical skills to manage projects on time and on budget
- Planned, designed, and scheduled phases in excess of 150 large projects.
- Achieved project deadlines by coordinating with contractors to manage performance.
Campaign Assistant
The Leukemia & Lymphoma Society – RM Chapter
09.2011 - 01.2012
- Maintain and promote the mission of The Leukemia & Lymphoma Society
- Provide campaign support to Campaign Manager and LLS teammates to promote, execute and ensure 3 seasons of successful TNT campaigns
- Coordinate and maintain assigned campaign correspondence, financial records and statistical reports regarding campaign income and expenses
- Provide fundraising and participation support to event participants by identifying and supporting fundraising goals and successes and encouraging expert help to assist participants in reaching their fundraising goals.
- Reviewed and used data to make recommendations to improve campaign performance, media touchpoints and journey.
Education
Sacramento - Human Environmental Sciences, Food and Nutrition
California State University
Columbia University, Obesity Research Center
New YorkSkills
- Complex Product Knowledge
- Customer Retention Strategies
- Client Relations
- Complex Problem-Solving
Accomplishments
- Journal of the American Medical Association – Published research for the BALI Study with Columbia University, St. Luke's/Roosevelt Obesity Research Center
- Team In Training, Rocky Mountain Chapter – Participant, Ambassador and Mentor
- Collaborated with team of Stifel Corporate Services as the Transition Manager in the development of new branch office renovation and relocation.
Timeline
Client Services Associate
Stifel Investment Services
06.2019 - Current
Project Manager
VIP Exhibits
01.2015 - 02.2016
Project Manager
SafeTGard Corporation
09.2013 - 05.2019
Campaign Assistant
The Leukemia & Lymphoma Society – RM Chapter
09.2011 - 01.2012
Sacramento - Human Environmental Sciences, Food and Nutrition
California State University
Columbia University, Obesity Research Center
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