Summary
Overview
Work History
Education
Skills
Certification
Hobbies and Interests
References
Websites
Timeline
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Kate Wakeman

Kate Wakeman

Napa,CA

Summary

Motivated career professional creating opportunities and building experience to support my lifelong career goals. Innovative nanny with several years of hands-on experience providing in-home childcare. Friendly and energetic individual skillful in organizing and conducting age-appropriate activities and providing stimulating learning environment. Focused on maintaining great sense of humor and positive demeanor.

Overview

8
8
years of professional experience
3
3
Certifications

Work History

Part Time Nanny for HNW Family

Self Nanny
Danville
11.2024 - Current
  • Supervised daily routines for children, ensuring safe and structured environments.
  • Prepared nutritious meals and snacks to support children's health.
  • Assisted family with personal needs, fostering a supportive atmosphere.
  • Transported children to events and activities, promoting engagement.
  • Organized educational games and activities to encourage learning.
  • Facilitated homework assistance for older children, enhancing academic performance.
  • Completed numerous solo overnight stays during parents' absences of one to two days.
  • Researched beneficial outings and activities to enrich children's experiences.

UHNW Assistant Account Manager

Heffernan Insurance Brokers
Petaluma, USA
10.2024 - Current
  • Secured coverage for staff, vehicles, homes, and liability for ultra-high-net-worth families.
  • Collaborated with family offices including ICONIQ, Baker Tilly, Apercen, and Goldman Sachs.
  • Administered policy changes, renewals, endorsements, and certificates of insurance.
  • Acted as primary contact for client inquiries, resolving issues promptly.
  • Developed marketing materials such as business proposals and client guides to enhance communication.
  • Facilitated new account setups by gathering information and preparing submissions.
  • Managed claims by coordinating communication between clients, carriers, and adjusters.
  • Assisted Family Office President in managing social media platforms and booking client meetings.

Assistant Community Director

FPI Property Management
Walnut Creek, USA
07.2024 - 10.2024
  • Facilitated property tours for prospective tenants and prepared lease documentation.
  • Processed move-ins, move-outs, and conducted inspections to ensure compliance.
  • Created and followed up on maintenance requests to address tenant needs.
  • Departed position following property manager's departure and sale of property.

Assistant Manager Customer Service

Nordstrom Rack
Natomas, USA
12.2022 - 04.2024
  • Played key role in opening management team, hiring and training all staff.
  • Managed workloads to optimize productivity levels across departments.
  • Monitored team performance, providing coaching to uphold quality standards.
  • Conducted regular team meetings to enhance communication and alignment.
  • Prepared departmental budgets, ensuring adequate resource allocation for projects.
  • Created comprehensive reports on daily activities and customer feedback for leadership review.
  • Balanced full-time employment while completing Junior and Senior years of college.
  • Departed position upon graduation in May, relocating to the Bay Area.

Intern

AYS Accounting
San Rafael, USA
05.2022 - 10.2022
  • Organized clients' books and managed payments. Trained in QuickBooks.
  • Demonstrated ability to prioritize tasks based on urgency and importance.
  • Adapted methods and approaches based on project needs and evolving circumstances, meeting deadlines and exceeding expectations.

Server, Busser & Host

Boca Pizzeria
Corte Madera, USA
01.2021 - 09.2022
  • Greeted and seated guests promptly, ensuring a welcoming atmosphere.
  • Took customer orders accurately, providing menu recommendations and daily specials.
  • Delivered food and beverages efficiently to tables while maintaining service quality.
  • Collaborated with kitchen staff to ensure timely preparation and presentation of dishes.
  • Helped kitchen staff order supplies, alcohol, cleaning products, and food for the kitchen on a weekly basis.

Childcare Educator

Bay Club
Corte Madera, California
02.2018 - 03.2020
  • Supervised children during activities and ensured a safe environment.
  • Developed engaging lesson plans to promote cognitive and social skills.
  • Communicated effectively with parents regarding children's progress and needs.
  • Facilitated group activities to encourage teamwork and cooperation among children.
  • Assisted in developing and implementing daily routines such as snack time, outdoor playtime, nap time.

Education

BA - Business Marketing

Sacramento State University
Sacramento, CA
05-2024

Skills

  • Project management
  • Relationship management
  • Problem solving
  • Emotional intelligence
  • First aid and CPR certification
  • Valid passport
  • Family support
  • Communication skills
  • Organization and resourcefulness
  • Collaboration and cooperation
  • Proficiency in MS Office and Google applications
  • Time management
  • Attention to detail

Certification

Property & Casualty Licensed Insurance Professional

Hobbies and Interests

  • Accepting new challenges
  • Learning and adapting to new skills and trends
  • Team contributor
  • Building strong professional relationships
  • Community Building

References

References available upon request.

Timeline

Part Time Nanny for HNW Family

Self Nanny
11.2024 - Current

UHNW Assistant Account Manager

Heffernan Insurance Brokers
10.2024 - Current

Assistant Community Director

FPI Property Management
07.2024 - 10.2024

Assistant Manager Customer Service

Nordstrom Rack
12.2022 - 04.2024

Intern

AYS Accounting
05.2022 - 10.2022

Server, Busser & Host

Boca Pizzeria
01.2021 - 09.2022

Childcare Educator

Bay Club
02.2018 - 03.2020

BA - Business Marketing

Sacramento State University
Kate Wakeman