Jacqueline Morley
Birmingham ,MI
Summary
Highly motivated and energetic professional. An articulate communicator with a proven ability to plan and synchronize the essential details of multiple tasks in an efficient and resourceful manner.
Overview
21
21
years of professional experience
Work History
Client Service and Operations Manager
Titan Wealth Advisors
07.2019 - Current
Maintain compliance records
Manage company workflows
Client Review Preparation
Retirement Reporting
Office and staff management
Sales Associate
Honors Inc
08.2016 - 07.2019
- Maintained promotion product and awards program with Quicken Loans, Ford and General Motors.
- Managed purchase orders and invoicing.
- Consulted on branding and marketing.
Sales Representative
Signs By Tomorrow
11.2009 - 08.2016
- Outside sales
- Consulted clients on branding and signage.
Executive Assistant
FMF Capital LLC
10.2003 - 10.2009
- Orchestrated event planning.
- Serve as direct point of contract for company representatives.
- Proactively track and summarize budgets.
- Expertly advised on travel and entertainment options.
Skills
- Key Account Management
- Exceptional Written and Verbal Communication
- Client Relations
- Financial Compliance Background
Timeline
Client Service and Operations Manager
Titan Wealth Advisors
07.2019 - Current
Sales Associate
Honors Inc
08.2016 - 07.2019
Sales Representative
Signs By Tomorrow
11.2009 - 08.2016
Executive Assistant
FMF Capital LLC
10.2003 - 10.2009
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