Hi, I’m
Sarah Doody
Bedford,MA
Summary
Highly motivated and educated employee with desire to take on new challenges. Strong worth ethic, adaptability, and exceptional interpersonal and problem-solving skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
21
years of professional experience
4
years of post-secondary education
Work History
Excited2LearnBedford, MA
Co-Founder Designer
07.2008 - Current
Job overview
- Researched and analyzed market trends to inform design decisions
- Created innovative designs and products to meet educator, parent, and student needs
- Brainstormed innovative deliverables to encompass client vision and key design principles
- Displayed expertise in selecting appropriate stock photography for various types of projects
- Enhanced design concept using wide range of colors and graphics
- Prepared and designed rough draft illustrations to meet client specifications and final products
- Developed logos and branding materials
- Managed resources necessary for production planning and administration for new product development and enhancements
- Provided technical expertise in developing prototypes for new products as well as troubleshooting existing ones
- Filed yearly LLC requirements using Corporations Online Filing System
- Examined and conducted market analysis to discover target market and demographic audience
- Formulated objectives by aligning product and service plans with company vision
- Leveraged trends in customer industries and marketplaces to shape solutions and approaches.
United Association LUBoston, MA
Executive Assistant
04.2009 - 06.2020
Job overview
- Assisted in preparing presentations, reports, memos, letters, financial statements, and other documents for the Officers and Head of the Organization
- Worked with business owners, lawyers and members regarding inquiries and resolved complaints in a professional manner
- Setup and managed grants, approvals, and disbursements for the Market Recovery Fund
- Acted as liaison between The Business Manager’s office and Contractors to facilitate communication and track use of funds
- Provided office management and advised Officers on compliance issues with UA Constitution and By-Laws
- Followed proper accounting and bookkeeping procedures to support audits
- Leveraged word processing software to create proposals, letters and memos
- Completed end of day, month accounting to make sure funds were tied out and accurately accounted for
- Assisted in planning special events such as conferences, trustee meetings, and events hosted by the organization
- Performed research on various topics related to organizational goals as requested by the Business Manager or Officers
- Developed effective systems for tracking projects and monitoring progress of tasks assigned by the Director
- Organized and maintained confidential files and records, ensuring accuracy and compliance with relevant regulations
- Maintained company confidence and protected business operations by keeping sensitive information confidential
- Tackled and addressed top-level, high-priority issues with professional administrative discretion.
Ameriprise FinancialWaltham, MA
Financial Advisor
01.2002 - 01.2009
Job overview
- Qualification Exam and 66 Uniform Combined State Law Examination (Expired)
- Implemented business development strategies to acquire new business and grow my practice
- Evaluated clients’ current financial position, including income, expenditures, insurance coverage, tax status and investments
- Developed custom financial strategies for clients to help them reach their financial goals utilizing effective questioning and listening techniques
- Created and maintained comprehensive financial plans that analyzed investment allocation
- Exceeded production targets that impacted overall company revenue goals
- Educated clients on the various investment options and strategies
- Prepared and presented various topics related to personal finance management
- Established relationships with external advisors such as attorneys, accountants, and estate planners
- Maintained accurate records of all client data including investment objectives and performance results
- Answered clients’ questions regarding details of financial plans and strategies
- Explained data in easy-to-understand terms
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Self-motivated, with a strong sense of personal responsibility.
- Skilled at working independently and collaboratively in a team environment.
Education
Williams College
Bachelor Of Arts (B.A) from Psychology & Art Studio Double Major
09.1996 - 05.2023
Skills
- Project Management
- Integrity and Transparency
- Business Development
- Judgement and Decision Making
- Verbal and Written Communication
- Critical Thinking
- Complex and Creative Problem Solving
- Resourceful
- Personable and Articulate
- Professional and Mature
- Enthusiastic and Fast Learner
Timeline
Executive Assistant
United Association LU
04.2009 - 06.2020
Co-Founder Designer
Excited2Learn
07.2008 - Current
Financial Advisor
Ameriprise Financial
01.2002 - 01.2009
Williams College
Bachelor Of Arts (B.A) from Psychology & Art Studio Double Major
09.1996 - 05.2023
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