Heather A. Daugherty
Fort Myers,FL
Summary
Versatile professional with over 15 years of experience in operational coordination, stakeholder management, and process optimization across education, real estate, and financial services, poised to excel in Gartner’s Learning and Development Operations Associate role. Demonstrated expertise in supporting training initiatives and managing back-end processes, including onboarding new employees at Ted Todd Insurance Agency and assisting in curriculum delivery as a Teacher Assistant at St. Francis Xavier Catholic School. Skilled in leveraging organizational tools, maintaining compliance, and fostering cross-functional collaboration to ensure seamless program execution. Eager to apply a proven track record in operational excellence and a passion for enabling skill development to support Gartner’s global training programs and deliver exceptional learning experiences for Sales associates.
Overview
20
20
years of professional experience
Work History
Kindergarten Teacher Assistant
St. Francis Xavier Catholic School
02.2022 - Current
- Supported classroom instruction by assisting with lesson preparation, providing individualized attention to students, and helping maintain a structured and inclusive learning environment.
- Managed administrative tasks such as coursework preparation and assignment grading.
- Collaborated with teachers and staff to maintain positive classroom dynamics.
- Supervised students during classroom activities and school functions, ensuring a safe and respectful environment.
- Assisted in organizing school events utilizing event planning and community engagement skills.
Residential Realtor
Jones and Co. Realty
10.2018 - Current
- Built and maintained strong client relationships through effective communication, empathy, and professionalism.
- Researched property data using MLS to create pricing strategies, demonstrating analytical thinking and attention to detail.
- Negotiated real estate contracts and facilitated complex transactions, showcasing conflict resolution and mediation skills.
- Conducted outreach via cold calls and direct mail campaigns, reflecting persistence, strategic thinking, and comfort with high-volume communication.
- Managed multiple deadlines and tasks simultaneously, ensuring a smooth experience for buyers and sellers.
Marketing/Compliance/Human Resources
Ted Todd Insurance Agency
03.2011 - 07.2013
- Coordinated employee onboarding and offboarding processes, including new hire paperwork, time-off tracking, and personnel file management.
- Maintained strict compliance with Allstate’s corporate standards and regulatory requirements, ensuring operational adherence and mitigating risk.
- Supported agency-wide marketing initiatives, including developing direct mail campaigns, managing social media content, and cross-selling services to clients.
- Collaborated with leadership on employee engagement efforts in community events, contributing to a positive workplace culture.
- Balanced dual roles in underwriting and HR, showing adaptability, time management, and the ability to handle confidential information with discretion.
Executive Assistant/New Account Coordinator
Grace Tax Advisory Group
05.2009 - 03.2011
- Provided high-level administrative support to the CEO, including calendar management, call handling, and document organization.
- Fielded and directed client inquiries with professionalism and discretion, ensuring a positive client experience and developing strong interpersonal and communication skills.
- Assisted with financial planning processes for new clients in pursuit of meeting and exceeding company sales goals.
- Accurately completed new account paperwork and managed funding logistics.
- Collaborated across departments to ensure smooth client onboarding and service delivery, building cross-functional teamwork and problem-solving skills.
Financial Advisor
Merrill Lynch
06.2007 - 01.2009
- Acquired and managed a portfolio of clients through proactive business development, cold calling, and community networking, achieving performance goals set by management.
- Delivered personalized financial planning and investment guidance, developing consultative and analytical abilities.
- Cultivated long-term client relationships and built a robust referral network, showcasing strong interpersonal and client retention skills.
- Maintained Series 7, Series 66, and Insurance Licenses, ensuring full compliance with industry regulations.
- Collaborated with internal teams to align financial strategies with client goals, reflecting teamwork, strategic thinking, and professionalism.
Branch Manager
Orion Bank
04.2006 - 06.2007
- Launched and established the bank’s presence in the local market through strategic community outreach, networking, and brand visibility.
- Acquired new clients through business development and relationship-building.
- Maintained and nurtured long-term client relationships while developing a robust referral network.
- Managed branch operations and led a team of employees, overseeing day-to-day functions, performance, and development.
- Ensured compliance with internal banking procedures and regulatory requirements.
Legal Assistant
Goldstein, Buckley, Cechman, Rice, and Purtz, P.A.
05.2005 - 04.2006
- Assisted attorneys in preparing cases for trial, including compiling evidence, organizing documentation, and maintaining legal files.
- Managed and updated client files to ensure accuracy and accessibility.
- Fostered strong relationships with clients by providing responsive support and clear communication.
- Maintained confidentiality and handled sensitive legal information.
Education
B. S. - Political Science
Florida State University
Tallahassee, FLHigh Point University
High Point, NCSkills
- Best Practice Implementation
- Cross-Team Collaboration
- Interpersonal Mediation
- New Hire Experience Management
- Microsoft Office
- Customer Engagement Strategy
Affiliations
- St. Francis Xavier Home & School Association
- The Learning Tree Parent Advisory Council
- Junior League of Fort Myers
- Bishop Verot Catholic High School - School Board
Timeline
Kindergarten Teacher Assistant
St. Francis Xavier Catholic School
02.2022 - Current
Residential Realtor
Jones and Co. Realty
10.2018 - Current
Marketing/Compliance/Human Resources
Ted Todd Insurance Agency
03.2011 - 07.2013
Executive Assistant/New Account Coordinator
Grace Tax Advisory Group
05.2009 - 03.2011
Financial Advisor
Merrill Lynch
06.2007 - 01.2009
Branch Manager
Orion Bank
04.2006 - 06.2007
Legal Assistant
Goldstein, Buckley, Cechman, Rice, and Purtz, P.A.
05.2005 - 04.2006
B. S. - Political Science
Florida State University
High Point University
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