Excellence-driven professional a strong drive to understand and solve problems. With a keen eye for detail and a disciplined approach to execution, excels at driving projects through to completion based on milestones and top-notch communication.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Accounting/Head of Wellness
Clock Medical Supply
06.2022 - Current
Responsible for coordinating all corporate events, including the planning process and the design of a monthly bulletin distributed company-wide
Additionally, tasked with creating visually appealing posters for the various monthly events.
Improved financial accuracy by implementing new accounting software and streamlining processes.
Enhanced internal control systems for more efficient financial reporting and decision making.
Streamlined accounts payable and receivable functions for increased efficiency and reduced errors.
Optimized cash flow management through effective forecasting and working capital optimization strategies.
Trust Broker
Community National Bank & Trust
01.2021 - 01.2022
Utilized creative design and effective communication to make the bulletin visually appealing and informative
Increased employee engagement by consistently delivering timely and relevant information
Cultivate and maintain strong relationships with high-net-worth clients, understanding their financial goals, needs, and risk tolerance
Administer trusts, estates, and other fiduciary accounts in accordance with legal and regulatory requirements
Oversee the investment portfolios of trust accounts, making strategic decisions to optimize returns while managing risks.
Increased client satisfaction by providing tailored investment advice and personalized service.
Managed clients'' financial portfolios with a focus on risk management and diversification for optimal returns.
Paralegal/Front Office Manager
Law Office Of Jennifer Passiglia
04.2020 - 12.2021
Enhanced case efficiency by organizing and maintaining legal documents, files, and correspondence.
Assisted attorneys with trial preparation through thorough research and analysis of relevant laws and regulations.
Streamlined communication between clients and legal staff by managing client inquiries promptly and professionally.
Improved document organization by implementing a comprehensive file management system for easy access to essential case materials.
Reduced attorney workload by drafting routine legal documents such as pleadings, motions, and affidavits.
Boosted office productivity by maintaining an accurate calendar of appointments, deadlines, and court appearances.
Ensured compliance with court rules and procedures by accurately preparing and submitting legal filings within established timeframes.
Maintained up-to-date knowledge of changes in laws or regulations relevant to practice areas through continuous professional development opportunities such as seminars or webinars.
Education
Essentials of Leadership - Principals of Leadership
Harvard University
Cambridge, MA
Notary Public
Kansas
Certificate in Web Development - Web Development
The University of Kansas
03.2024
Associate of Arts - Business Management
Cowley Community College
05.2020
Skills
MS Office (Word, Excel, Outlook, PowerPoint, Access)
General Manager of systems, Applications and Technical Support Department at The Egyptian Authority for Unified Procurement, Medical Supply and the Management of medical technology "UPA"General Manager of systems, Applications and Technical Support Department at The Egyptian Authority for Unified Procurement, Medical Supply and the Management of medical technology "UPA"