Katarina Lohmann
Belmont,NH
Summary
Hard working and professional manager with skills in customer service and managerial operations. A team player who effectively motivates employees and ensures the team meets the desired goals and benchmarks. Seeks to improve self and the organization through hard work and leadership.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Client Servicing Supervisor/Office Manager
Independence Financial Advisors
11.2022 - Current
- Ensure client servicing team meets clients needs in a timely manner
- Open new accounts and complete any transfer of assets as applicable or communicate with the client regarding funding of account
- Work with advisors to coordinate workshop schedule, registrations, locations and follow up with attendees to schedule appointments
- Facilitate the Fisher Cat scheduling and ticketing; working with advisors in the process
- Consistently tracking progress towards monthly appointment goal and make adjustments as needed
Assistant General Manager
McDonald's
06.2015 - 11.2022
- In charge of daily operations of store and acted as general manager in their absence
- Assisted with creating weekly schedule as needed
- Created daily deposits and cash sheets, resolved any discrepancies
- Completed payroll reports, ensuring no violations
- Completed weekly inventory as needed and ordered supplies.
- Assisted in end of month paperwork pr and completed in the event the general manager's absence
Education
Associate of Science - Accounting
New Hampshire Technical Institute
31 College Drive Concord, NH 0330112.2025
Accounting -
University of Hartford
West Hartford, ConnecticutGeneral Education -
Franklin High School
Franklin, New Hampshire06.2016
Skills
- Customer service
- Adaptability and Flexibility
- Effective Communication
- Detail Oriented
- Multitasking
- Supervision and Training
Certification
Certificate of Completion: Develop the Leader in Me
Timeline
Client Servicing Supervisor/Office Manager
Independence Financial Advisors
11.2022 - Current
Assistant General Manager
McDonald's
06.2015 - 11.2022
Associate of Science - Accounting
New Hampshire Technical Institute
Accounting -
University of Hartford
General Education -
Franklin High School
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