Innovative Relationship Manager focused on developing strategic business opportunities by delivering exemplary service to each client's individual needs. Respected professional with exceptional knowledge regarding risk management.
Overview
11
11
years of professional experience
Work History
RELATIONSHIP MANAGER
Milestone
01.2022 - Current
Acquired $52 million in AUM within six months through strategic prospecting, relationship building, and effective investment strategies.
Maximize revenue growth within entities-
Create personal relationships with attorneys utilizing firm-wide qualified settlement funds, thereby deepening business relationships law firms
Responsible for maintaining and growing business pipeline for each law firm, creating clearer picture of settlement planning and fee deferral opportunities
Deepen current relationships with existing clients by catering to their specific needs, which will lead to further opportunities
Create personalized relationships with attorneys whereby clients are educated on services, their questions are answered, and communication is seamless
Serve as first point of contact for all client inquires and requests
Responsible for attending industry events to personalize client relationships and build opportunities
Prepare and deliver presentations to current clients and potential opportunities
Maintain accurate records by utilizing Salesforce for leads & opportunities
Market Milestone's suite of services across all entities
Maintain relationships with Industry partners (i.e Financial Advisors, Banking relationships, Administrators, Industry Organizations)
Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
Built and maintained relationships with new and existing clients while providing high level of expertise.
EXECUTIVE ASSISTANT
The McGuire Group
07.2021 - 01.2022
Supported CEO, VP of RCA Healthcare Management and CHRO
Travel to all facilities and engaging in Management briefings
Supported Leadership program initiatives throughout facility
Review and update Policies and Procedures
Act as main contact for 12 LTC facilities managing all inquires
Assist Human Resources as HR Corporate Contact for Leave Administration, Terminations and Benefits
PointClick Care Administrator - giving access to all MD, PA & NP at facilities
HPN Coordinator - NYS DOH
People Operations Management.
Handled confidential and sensitive information with discretion and tact.
Managed executive calendars, scheduling meetings and appointments and coordinating travel arrangements to optimize time.
ADMISSIONS COORDINATOR
Medaille College
03.2019 - 07.2021
Handled over 2000 applicants in one fiscal year
Worked closely with on ground Representatives
Maintained student portfolios to reach successful admission
Oversaw Inter-related workflow processes
Meet with faculty and discussed student and departmental related operations
Worked collaboratively with team members to reach term goals.
Managed admissions processes for incoming students, promptly collecting and processing necessary documents.
HUMAN RESOURCES GENERALIST
Peregrine Senior Living
11.2012 - 03.2019
Implemented employee engagement initiatives that led to 15% reduction in turnover rates among workforce of over 150 employees
Responded to Human Resource related inquires
Assisted in payroll processing
Created and distributed internal communication regarding status changes, benefits and company policies
Administer new employee on-boarding and orientation
Developed and maintained Talent Management processes
Monitored employee morale and company culture
Collaborated to develop effective recruitment strategies
Processed complaints regarding sexual harassment, discrimination
Conducted exit interviews and recommended corrective action if necessary.