Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
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Lavenia Conklin

Novato,United States

Summary

Dynamic and detail-oriented Executive Associate with 32 years of extensive experience in executive support, strategic scheduling, and project management, adept at enhancing operational efficiency and fostering collaborative relationships. Proven ability to manage complex workflows while ensuring the seamless execution of executive priorities, supporting high-level decision-making. Exceptional skills in drafting high-quality communications and preparing detailed executive materials that facilitate clear and effective interactions. Committed to providing strategic coordination that aligns with organizational goals, delivering results in fast-paced environments. The combination of emotional intelligence and strong writing capabilities ensures a proactive approach to addressing needs and driving initiatives forward.

Overview

25
25
years of professional experience
1
1
Certification

Work History

Managing Partner

DeckMasters
03.2021 - 04.2023
  • As Managing Partner, I oversaw daily operations, ensuring efficient project management and adherence to financial objectives while maintaining strong client relationships.
  • Managed operations including P&L, project scheduling, and crew assignments to meet strict deadlines.
  • Acted as the primary client liaison, enhancing interpersonal relations and company visibility.
  • Led employee relations and all aspects of marketing, publicity, and vendor communications.
  • Executed job cost accounting and payroll administration, ensuring compliance with budget guidelines.
  • Self-motivated, with a strong sense of personal responsibility.
  • Worked effectively in fast-paced environments.
  • Skilled at working independently and collaboratively in a team environment.
  • Proven ability to learn quickly and adapt to new situations.
  • Excellent communication skills, both verbal and written.
  • Worked well in a team setting, providing support and guidance.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Assisted with day-to-day operations, working efficiently and productively with all team members.
  • Passionate about learning and committed to continual improvement.
  • Worked flexible hours across night, weekend, and holiday shifts.
  • Managed time efficiently in order to complete all tasks within deadlines.
  • Organized and detail-oriented with a strong work ethic.
  • Paid attention to detail while completing assignments.
  • Used critical thinking to break down problems, evaluate solutions and make decisions.
  • Strengthened communication skills through regular interactions with others.
  • Adaptable and proficient in learning new concepts quickly and efficiently.
  • Learned and adapted quickly to new technology and software applications.
  • Proved successful working within tight deadlines and a fast-paced environment.
  • Developed and maintained courteous and effective working relationships.
  • Demonstrated strong organizational and time management skills while managing multiple projects.

Independent Licensed Life and Health Insurance Agent, Independent

PHP Broker
09.2017 - 09.2021
  • As an Independent Licensed Life and Health Insurance Agent, I led a team focused on providing life insurance and tax planning services across multiple counties. My role involved training agents and ensuring compliance with annual education requirements.
  • Built and managed a sales team across Marin, Sacramento, Santa Clara, San Jose, and Hayward areas.
  • Provided comprehensive life insurance and tax planning services to clients.
  • Conducted training sessions for team members to enhance sales techniques and product knowledge.
  • Ensured adherence to regulatory standards and continued education in the insurance field.

CEO, Sole Proprietor

Advanced Communication Technologies
12.2014 - 09.2020
  • As an Independent Licensed and Certified Trainer, I empower professionals and organizations to optimize their productivity through effective tools and strategies focused on enhancing client relationships and employee engagement.
  • Designed and delivered training programs that improved team performance and sales outcomes.
  • Cultivated strong client relationships to foster trust and loyalty, resulting in increased client retention.
  • Developed customized workshops to address specific organizational needs, leading to measurable improvements in employee morale.

Negotiator / Plaintiff’s Attorney Case Manager

Self Employed
08.2013 - 12.2018
  • As a self-employed professional in plaintiff's attorney case management, I provided comprehensive support throughout the legal process, ensuring effective communication and coordination among all parties involved.
  • Managed plaintiff relationships through the legal process, ensuring their needs were met and expectations exceeded.
  • Prepared detailed case documentation, including demand letters and settlement packages for attorney review.
  • Negotiated settlements with insurance adjusters, achieving favorable outcomes for clients.
  • Facilitated meetings with clients, attorneys, and court officials to ensure smooth case progression.

Case Manager

Marin Treatment Center
04.2017 - 03.2018
  • As an Executive Associate to the Director, I am responsible for managing complex workflows, providing strategic scheduling, and preparing high-quality executive materials. I ensure that all communications are clear and professional while acting as a vital liaison across various departments and community stakeholders.
  • Managed confidential patient check-ins and case management for at-risk patients, ensuring all needs were met efficiently.
  • Produced detailed weekly and monthly reports for the clinic director, enhancing oversight and decision-making processes.
  • Supported the director in administrative tasks, demonstrating strong organizational skills and attention to detail.

Customer Service Manager

Prima Fleur Botanicals, Inc.
06.2012 - 08.2013
  • As a key employee to the President, I provided vital support in managing workflows and strategic initiatives, ensuring the President’s priorities are met effectively while enhancing interdepartmental communications.
  • Reviewed legal contracts for clients, ensuring compliance and certification such as EcoCert, while managing client profiles and documentation.
  • Oversaw comprehensive Trade Show management for the New York HBA Global Expo and Conference, coordinating logistics and stakeholder engagement, ensuring a successful presence at the event.

Legal Secretary / Paralegal Internship

Terry Carlson Attorney at Law
10.2011 - 06.2012
  • Managed daily operations of a civil litigation firm as a Professional Legal Secretary and Paralegal Intern, focusing on comprehensive legal support and client relations.
  • Prepared and filed court pleadings and judicial forms for my Attorney using Marin County Court on-line system.
  • Handled estate planning, unlawful detainers, and corporate entity formations including LLCs and S-Corps.
  • Conducted initial client consultations and maintained ongoing communication with attorneys with client’s progress.
  • Managed bookkeeping, payroll, and case archiving, ensuring accurate records and timely updates.

Office Manager

DeckMasters/HouseSavers
08.2007 - 04.2010
  • Managed a construction sole proprietorship with a focus on strategic planning, client relations, and project management, ensuring adherence to strict budgets and timelines.
  • Implemented effective project management practices to meet deadlines and deliver quality results.
  • Oversaw job cost accounting to maintain budgetary compliance and financial accuracy.
  • Directed lateral and target marketing initiatives to enhance visibility and client engagement.
  • Cultivated strong vendor and client relationships to facilitate seamless project execution.

Partner/Director

Sign*A*Rama
01.2006 - 08.2007
  • An experienced professional with a strong background in executive support and project management, adept at strategic coordination and communication within diverse environments.
  • Managed comprehensive strategies for marketing exposure and client relations, enhancing brand visibility.
  • Executed trade shows with end-to-end management, ensuring seamless operations and high engagement.
  • Developed and maintained strong relationships with clients and vendors, driving collaborative opportunities and value-added services.
  • Oversaw daily business operations as a Franchise Partner, aligning team efforts with corporate objectives and enhancing overall efficiency.

Sole Proprietor

susiebrown Public Relations
05.2000 - 12.2006
  • As the sole proprietor of SBPR, I managed comprehensive public relations services focusing on research, market branding, strategy, event planning, and promotion, while personally securing and developing all client and vendor relationships.
  • Conducted in-depth research to inform branding strategies and market positioning.
  • Designed and executed promotional events that enhanced client visibility.
  • Successfully established and nurtured relationships with diverse clients and vendors to drive business growth.

Director of Sales & Marketing / Account Executive Trainer

NACIO
08.1998 - 05.2000
  • Managed marketing and sales operations for Nacio, focusing on strategic event planning and training initiatives.
  • Organized and executed publicity events including product launches and community outreach for a tech startup preparing for IPO.
  • Developed training curriculum for 'NACIO University' to educate sales managers on technology services.
  • Successfully recruited and trained sales team, driving revenue growth and earning 'Small Business of the Year' from the Novato Chamber of Commerce.

Education

Licensed - Independent Agent

CDI Life and Health Insurance
01.2017

Licensed - Certified Sales Trainer | Speaker | Coach | Consultant

Global BANK Academy
01.2016

Paralegal Studies -

MTI College
01.2012

Marketing and Business Administration -

College of Marin
01.1992

Business Management -

Chaffey College
01.1984

Skills

  • Interpersonal Customer Relations
  • Discretion
  • Emotional Intelligence
  • Judgment
  • Attention to Detail
  • Writing Skills
  • Project Management
  • Presentation Preparation
  • Strategic Scheduling
  • Executive Support
  • Strategic planning
  • Operations management

Accomplishments

Volunteer Experience and Professional Development

· Novato Unified School District PTA Secretary under Jane White

· Every 15 minutes coordinator for Novato High School at San Marin High

· Chair Leadership Novato, Novato - Established in 1990, Leadership Novato is a community affairs program presented by the Novato Chamber of Commerce, which identifies and equips Novato/Marin Professionals the skills to help guide Novato’s future with enrichment leadership, offering knowledge, community involvement and growth personally and professionally.

· Valedictorian Leadership Novato, Class of 2000, Novato, CA

· Ignacio Rotary, Honored Paul Harris Rotarian, Novato, CA

· Ignacio Interact Community Service Chair, Ignacio Rotary – Leading student’s annual international project. Traveling by caravan from Novato to Mexico with 20-40 students and camping for 7 days during their spring break holiday. We built two to three houses each year for underprivileged families in Mexico. This project was exclusively for Novato High School’s and Marin Catholic’s Rotary Interact students in harmony with Amour Ministries in Tijuana Mexico. Ignacio Rotary, Novato, CA

· Board of Directors, Novato Chamber of Commerce, Novato, CA

· Executive Board of Directors, Novato Chamber of Commerce, President Elect, Novato, CA

· Board of Directors, North Bay Children’s Center, Novato, CA

· Executive Board of Directors, North Bay Children’s Center, Fund Development Chair, Novato, CA

· Landmark Forum and Landmark Forum Advanced Course

Certification

Volunteer Experience


· Novato Unified School District PTA Secretary under Jane White

· Every 15 minutes coordinator for Novato High School at San Marin High

· Chair Leadership Novato, Novato - Established in 1990, Leadership Novato is a community affairs program presented by the Novato Chamber of Commerce, which identifies and equips Novato/Marin Professionals the skills to help guide Novato’s future with enrichment leadership, offering knowledge, community involvement and growth personally and professionally.

· Valedictorian Leadership Novato, Class of 2000, Novato, CA

· Ignacio Rotary, Honored Paul Harris Rotarian, Novato, CA

· Ignacio Interact Community Service Chair, Ignacio Rotary – Leading student’s annual international project. Traveling by caravan from Novato to Mexico with 20-40 students and camping for 7 days during their spring break holiday. We built two to three houses each year for underprivileged families in Mexico. This project was exclusively for Novato High School’s and Marin Catholic’s Rotary Interact students in harmony with Amour Ministries in Tijuana Mexico. Ignacio Rotary, Novato, CA

· Board of Directors, Novato Chamber of Commerce, Novato, CA

· Executive Board of Directors, Novato Chamber of Commerce, President Elect, Novato, CA

· Board of Directors, North Bay Children’s Center, Novato, CA

· Executive Board of Directors, North Bay Children’s Center, Fund Development Chair, Novato, CA

· Landmark Forum and Landmark Forum Advanced Course

Timeline

Managing Partner

DeckMasters
03.2021 - 04.2023

Independent Licensed Life and Health Insurance Agent, Independent

PHP Broker
09.2017 - 09.2021

Case Manager

Marin Treatment Center
04.2017 - 03.2018

CEO, Sole Proprietor

Advanced Communication Technologies
12.2014 - 09.2020

Negotiator / Plaintiff’s Attorney Case Manager

Self Employed
08.2013 - 12.2018

Customer Service Manager

Prima Fleur Botanicals, Inc.
06.2012 - 08.2013

Legal Secretary / Paralegal Internship

Terry Carlson Attorney at Law
10.2011 - 06.2012

Office Manager

DeckMasters/HouseSavers
08.2007 - 04.2010

Partner/Director

Sign*A*Rama
01.2006 - 08.2007

Sole Proprietor

susiebrown Public Relations
05.2000 - 12.2006

Director of Sales & Marketing / Account Executive Trainer

NACIO
08.1998 - 05.2000

Licensed - Certified Sales Trainer | Speaker | Coach | Consultant

Global BANK Academy

Paralegal Studies -

MTI College

Marketing and Business Administration -

College of Marin

Business Management -

Chaffey College

Licensed - Independent Agent

CDI Life and Health Insurance

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Lavenia Conklin