Kate Coogan
Placentia,CA
Summary
Driven and resourceful administrative professional with 5 years of experience assisting financial executives. Track record supporting professional needs with well-organized precision. Successfully manages high-volume workloads and ensures all clients have an exceptional experience. Expertise in scheduling and coordinating meetings, and compiling reports and correspondence.
Overview
9
9
years of professional experience
Work History
Client Experience Specialist
Kemp Financial Management
09.2019 - Current
- Provided excellent client service by being the first point of contact for all clients. Managing a high volume of incoming calls, emails, and mail correspondence.
- Scheduling meetings and calendar management for the financial team and 175 client families. Coordinate meetings and prepare client's financial reports.
- Responsible for maintaining a highly organized office environment. Purchasing, and inventory for the office as well as client events and gifts.
- Planned and executed quarterly client events. Managed budget and correspondence with vendors.
Owner and Artist
P + H Chalk
11.2015 - 01.2020
- Organized and attended trade shows and special events to showcase products, network with other businesses and attract new customers.
- Consulted with clients to discuss commission ideas and style preferences to create mutually agreeable project parameters.
- Manage a high volume of customer orders. Create, package, and ship, in a timely manner.
- Teach workshops and communicate with students to help them feel confident while creating.
Education
Bachelor of Arts - Human Development
California State University - Long Beach
Long Beach, CA2007
Skills
- Excellent computer skills, proficient in Microsoft Office
- Positive and flexible attitude
- Detail oriented
- Document preparation and report generation
- Meeting support
Timeline
Client Experience Specialist
Kemp Financial Management
09.2019 - Current
Owner and Artist
P + H Chalk
11.2015 - 01.2020
Bachelor of Arts - Human Development
California State University - Long Beach
Similar Profiles
Elmir MahmudzadeElmir Mahmudzade
Specialist at Performance Management division of Financial Management department at International Bank of Azerbaijan (ABB)Specialist at Performance Management division of Financial Management department at International Bank of Azerbaijan (ABB)
Nishanth YNishanth Y
Fresher BCom-Financial Accounting and Tax at Financial Management, Accounting ManagementFresher BCom-Financial Accounting and Tax at Financial Management, Accounting Management
Ashlyn TaylorAshlyn Taylor
Remote Collections Specialist at First Financial Asset Management Inc.Remote Collections Specialist at First Financial Asset Management Inc.
MEGAN SANDERSMEGAN SANDERS
Education Specialist at Garden Grove Unified School DistrictEducation Specialist at Garden Grove Unified School District
Eric KimEric Kim
Cashier/Line Cook at Rubio's RestaurantsCashier/Line Cook at Rubio's Restaurants