Bilingual MBA Graduate with 3+ years of experience in advertising, financial analysis, business consulting, marketing, sales, and public relations. Known for excellent communication and teamwork abilities, with a commitment to achieving company goals and delivering exceptional service. Passionate about continuous learning and professional development.
Overview
8
8
years of professional experience
Work History
Membership Development Specialist
Club Capital LLC
Bethesda, MD
09.2024 - Current
Responsible for managing client relationships from a sales department perspective.
Generate revenue via upsell/cross sell/ referral opportunities by fostering positive client satisfaction, engagement that will aid in client retention while working closely with the sales team to identify opportunities to enhance the client experience and drive continued business growth.
Develop and implement initiatives that enhance the client experience, ensuring high levels of engagement and loyalty.
Represents Club Capital at events, helping promote our services and strengthen our brand in the marketplace.
Client Onboarding Coordinator
Club Capital LLC
Bethesda, MD
12.2022 - 09.2024
Analyzed our current onboarding processes to identify areas for automation and an improved customer experience
Delighted customers with expert guidance and support during our onboarding process
Defined, documented, and debugged how we interact with new financial institutions
Partnered with Account Management, Sales, and Marketing to advocate for customer needs
Addressed payroll questions / concerns and provide first-level troubleshooting
Communicated effectively with internal owners/management on establish performance expectations
Managed personal workload to deliver high quality work product on time
Worked across teams to keep others informed of client status (i.e. Club Capital Tax team and status of financials)
Special Assistant to the President
Bluefield State University
Bluefield, WV
12.2021 - 12.2022
Responsible for the creation of plans and implementations of strategies for corporate, foundation and major donor relations for the College in consultation with the President, the Chief of Staff and other fundraising personnel.
Managed the fundraising efforts for corporations, foundations and major donors with multiple areas across the College.
Provided leadership in identifying and executing strategies that would achieve the goals and objectives for successful corporate, foundation and major donor partnerships and private funding from corporations, foundations and major donors.
Developed annual goal setting and fundraising plans and directed related activities in support of these goals and objectives.
Managed a portfolio of major organizational gift prospects and coordinated with the staff to identify, cultivate, solicit, and steward companies and foundations in support of College's corporate, foundation and major donor relationship goals.
Worked collaboratively with administrative and academic leadership, committee/council volunteers and other fundraising personnel to ensure fundraising success.
Worked to engage heads and Faculty in the partnership/fundraising enterprise.
Organized and oversaw all communications associated with the office's duties and responsibilities.
Performed other duties as assigned by the President or his Chief of Staff.
ISSA Certified Personal Trainer
Elevate Fitness and Training LLC
Dania Beach, FL
05.2021 - 11.2021
Communicated with clients to determine goals and performed client assessments.
Arranged motivational exercise programs to promote healthy lifestyle choices.
Provided clients with educational information, including materials on preventative care, nutrition, body mechanics, fitness, stress management and ergonomics.
Led hour long group fitness classes.
Assisted clients with developing reasonable diets and nutritional guidelines.
Led, instructed and motivated individuals during training activities, including cardiovascular exercise, strength training and stretching.
Improved membership enrollment by utilizing sales and marketing methods.
Freelance Public Relations Assistant
The Pontes Group
Fort Lauderdale, FL
06.2020 - 12.2020
Created multiple press releases for company's clients.
Developed content for social media platforms.
Edited and organized interviews for company's clients.
Coordinated placement of stories and advertisements in magazines and newspapers.
Graduate Assistant in Marketing and Promotions
Nova Southeastern University
Fort Lauderdale, FL
08.2018 - 05.2020
Worked in all DII collegiate game day promotions
Assisted in Rewards Programs to help engage student life in Athletics.
Worked closely with youth programs to provide audience engagement during game days.
Drafted sports scripts for PA announcers.
Assisted in scholarship events and sponsorship events.
Worked closely with Photoshop and Lightroom to create weekly content for social media.
Created agendas and communication materials for team weekly meetings.
Collaborated with other departments around campus to discuss new promotions opportunities.
Public Relations Director
Nova Southeastern University PRSSA Chapter
Fort Lauderdale, FL
01.2018 - 05.2019
Managed social media platforms of the organization.
Made sure a quality image of the chapter was held as well as each member represented PRSSA in a well manner.
Managed public relations and fundraising activities across campus
Built and maintained chapter image, brand and identity.
Administrative Assistant
Nova Southeastern University Department of Athletics
Fort Lauderdale, FL
02.2017 - 08.2018
Assisted the Athletic Director and Coordinator of Employee Services with administrative tasks.
Developed administrative processes to achieve organizational objectives and improve office efficiency.
Prepared packages for shipment by generating shipment invoices and setting up courier deliveries.
Organized and maintained filing and document management systems by coordinating, archiving and purging files.
Tracked and submitted employee timesheets to accounting department for payroll processing.
Maintained inventory in administrative building supply closet to prevent shortages of supplies.
Greeted visitors or callers daily to handle inquiries or direct to appropriate persons.
Education
MBA - Business Administration, Marketing
Nova Southeastern University
Fort Lauderdale, FL
05.2020
Bachelor of Arts - Communication Studies and Sport and Recreation Management
Nova Southeastern University
Fort Lauderdale, FL
2018
High School Diploma -
Academia Maria Reina
San Juan, PR
2014
Skills
Bilingual in both English and Spanish
Task Prioritization
Marketing and promotions
Insurance Advisor
Building trust and rapport
Strong writing and verbal skills
Budget planning and management
Managing events start to finish
Organizational abilities
Management Consulting
Financial Analysis
Analytical Skills
Reliability
Relationship Building
Networking Events
Documentation and Recordkeeping
Strategic Planning
Fundraising
References
Lauren Hart, Client Onboarding Manager at Club Capital LLC, Email: lhart4568@gmail.com
Whitney Lehmann, PhD. Assistant Professor of Communication at Nova Southeastern University. Phone: 954 560 5132 Email: ws315@nova.edu
Jeanne Moricle, Executive Secretary to the President at Bluefield State University. Phone: 304-817-4717 Email: jmoricle@bluefieldstate.edu
Languages
Fluent in English and Spanish
Timeline
Membership Development Specialist
Club Capital LLC
09.2024 - Current
Client Onboarding Coordinator
Club Capital LLC
12.2022 - 09.2024
Special Assistant to the President
Bluefield State University
12.2021 - 12.2022
ISSA Certified Personal Trainer
Elevate Fitness and Training LLC
05.2021 - 11.2021
Freelance Public Relations Assistant
The Pontes Group
06.2020 - 12.2020
Graduate Assistant in Marketing and Promotions
Nova Southeastern University
08.2018 - 05.2020
Public Relations Director
Nova Southeastern University PRSSA Chapter
01.2018 - 05.2019
Administrative Assistant
Nova Southeastern University Department of Athletics
02.2017 - 08.2018
MBA - Business Administration, Marketing
Nova Southeastern University
Bachelor of Arts - Communication Studies and Sport and Recreation Management
Member at IE Fiance & Capital Markets / IE Entrepreneurship Club/ IE Real Estate ClubMember at IE Fiance & Capital Markets / IE Entrepreneurship Club/ IE Real Estate Club