Kathryn LaPointe
Linden,MI
Summary
Expert in analyzing personal financial statements and coordinating resources for estate planning projects. Extensive knowledge of industry practices enhances client and colleague insights. Developed a comprehensive resource library that adds organizational value. Proven ability to manage diverse projects in fast-paced environments while maintaining high-quality work under pressure.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Owner & Asset Specialist
810 Asset Services
04.2025 - Current
- Oversee all facets of new business operations, including branding design, and supply ordering.
- Develop customized financial plans through consultations with potential clients.
- Create contracts and letters to effectively formalize business agreements.
- Manage budgeting and tax reporting to ensure compliance and accuracy.
- Execute marketing initiatives to increase visibility and client acquisition.
- Build resources to enhance business growth and operational efficiency.
Asset Specialist & Paralegal
Mannor Law Group
07.2016 - 02.2025
- Analyzed client financial statements to develop estate planning strategies that ensured effectiveness.
- Collaborated with attorneys on complex asset strategies for comprehensive estate planning.
- Partnered with cross-functional teams to identify solutions for operational challenges.
- Created tailored reports for senior leadership, providing critical insights into financial trends.
- Maintained up-to-date knowledge of industry standards and regulations.
- Cultivated relationships with professionals to secure advantageous terms for ongoing collaborations.
Accounts Receivable & Business Office Manager
Ciena/Regency & Nextel/DSCR
02.2014 - 07.2016
- Maintained accurate daily census records and verified medical insurance benefits for precision.
- Processed payments and managed collections to ensure timely financial transactions.
- Filed Medicaid applications for long-term care residents, ensuring regulatory compliance.
- Resolved financial discrepancies through proactive investigation and effective communication.
- Completed all regulatory compliance testing to enhance overall facility operations.
- Oversaw daily functions as weekend facility manager.
Education
BBA - Finance
University of Michigan - Flint
Skills
- Financial analysis
- Client consultation
- Strategic planning
- Project management
- Problem solving
- Organizational skills
Certification
- Notary Public, Genesee Co., Michigan Dept. of State
- CPR and AED - Adult & Infant, American Heart Association
- American Sign Language, Heartland Schools Community Ed
- Certified Dementia Practitioner, NCCDP
- Former Resident Producer for State of Michigan, LI & V
- Merit-based recognitions received for referrals/sales, balancing, attendance and operational excellence.
- I served as an Integration Ambassador during the bank acquisition.
- I attended Client Care Academy to build a profitable client maintenance program.
Timeline
Owner & Asset Specialist
810 Asset Services
04.2025 - Current
Asset Specialist & Paralegal
Mannor Law Group
07.2016 - 02.2025
Accounts Receivable & Business Office Manager
Ciena/Regency & Nextel/DSCR
02.2014 - 07.2016
BBA - Finance
University of Michigan - Flint
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