Zoe Kastanias
Menomonee Falls,WI
Summary
Results-driven and highly organized Project Manager with a strong business acumen, advanced interpersonal skills, confidential discretion, financial management with 15+ years of extensive leadership and expertise in applying a creative and analytical approach to operations for continuous process improvement. Excels through mentoring, training and empowering team to shine in performance and business agility.
Overview
16
16
years of professional experience
1
1
Certification
Work History
PROJECT MANAGER - CONTRACTOR
JOHNSON FINANCIAL GROUP
Milwaukee, WI
03.2022 - Current
- Lead and trained collaborative team of 5-8 project managers to smoothly transition client accounts, assets and data, safeguarding large-scale financial merger
- Published instructional procedure guidelines, including FAQs and answers to provide support and training material to personnel
BUSINESS OPERATIONS MANAGER
SCHOBERG FINANCIAL LLC
Milwaukee, WI
01.2020 - 01.2022
- Setup business development infrastructure along with redesigning business plan, budget, vendors and financial procedures
- Improved training and compliance standards/procedures assisting in profit growth of 7% above annual target
OPERATIONS, PRODUCTION & MARKETING MANAGER
CHRYSPAC
Milwaukee, WI
10.2016 - 11.2019
- Supervised, trained and developed staff of ~30 individuals into dynamic and agile team, along with directing and designing project procedures, procurement, marketing, finances, and process improvement
- Voluntarily established curriculum and taught ESL mini classes during lunch/breaks to Spanish-speaking staff members, motivated to advance their career within company
- Hired new staffing agency and negotiated cost savings of 11%
ASSOCIATE FINANCIAL REPRESENTATIVE
Executive Benefits Network LLC/Northwestern Mutual
Milwaukee, WI
12.2015 - 08.2016
- Facilitated, documented and administered new business procedures, company calendars, meeting preparation, electronic filing systems, etc
- Supervised and coordinated client service support and targeted marketing strategies
SALES REPRESENTATIVE
Aleka's Kitchen LLC
Fox Point, WI
06.2012 - 02.2016
- Managed customer service, sales, and marketing strategies increasing sales by 20%
- Trained and mentored new sales representatives and perfected procedures
BUSINESS DEVELOPMENT COORDINATOR AND INTERNET SALES MANAGER
Camping World/Freedom Roads LLC
Saukville, WI
02.2014 - 08.2015
- Sold products via internet, in person, and over phone
- Evaluated and mediated sales team of 7-10, and interviewed, hired and trained administrative support personnel
- Constructed and ran local marketing campaigns, including website marketing photography, videography and press releases, providing sales team with quality leads
OFFICE MANAGER AND STAFF SUPERVISOR
Saints Constantine and Helen Greek Orthodox Church
Wauwatosa, WI
11.2007 - 02.2014
- Oversaw calendars, scheduling of meetings, events, sacraments and conference calls
- Coordinated and trained volunteer group to assist with administrative projects and events to reduce expenses by at least 15%
- Planned and published monthly bulletins, marketing material, inter-organization correspondence and assisted in event planning
Education
BACHELORS OF MUSIC - Vocal Performance
Cardinal Stritch University
Milwaukee, WI12.2011
VOCAL PERFORMANCE - Vocal Performance
Deree College/The American University of Greece
Athens, Greece05.2006
Skills
- Project Management
- Staff Training, management and retention
- Process Improvement Consulting
- COE development/Learning Management
- Budget Administration and forecasting
- Lean Manufacturing and Design
- Business Development and planning
- Conflict Management and HR
- Client Relationship Management
- Sales and Marketing
- Cross-Functional Collaboration
- Managerial Accounting
Certification
- LIFE INSURANCE LICENSE, 01/2016 to 12/2018, and 01/2020 to 08/2023
- WI NOTARY PUBLIC, 01/2014 to 12/2018, EXPIRED
- MOTOR VEHICLE SALESPERSON LICENSE, 01/2014, 12/2015, EXPIRED
Areas of Experience
- NetX360
- Tamarac
- OnBase
- Microsoft Dynamics (CRM)
- Microsoft Office Suite (Word, Excel, PowerPoint, Publisher, Outlook, SharePoint, Access)
- Basecamp
- QuickBooks
- Zoom
- Microsoft Teams and other interactive remote communication software
- familiarity with inventory management systems
- Quality Certifications, including ISO 9001:2015
Languages
English
Native or Bilingual
Greek
Native or Bilingual
French
Professional Working
Spanish
Elementary
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
Every problem is a gift—without problems we would not grow.
Tony Robbins
Timeline
PROJECT MANAGER - CONTRACTOR
JOHNSON FINANCIAL GROUP
03.2022 - Current
BUSINESS OPERATIONS MANAGER
SCHOBERG FINANCIAL LLC
01.2020 - 01.2022
OPERATIONS, PRODUCTION & MARKETING MANAGER
CHRYSPAC
10.2016 - 11.2019
ASSOCIATE FINANCIAL REPRESENTATIVE
Executive Benefits Network LLC/Northwestern Mutual
12.2015 - 08.2016
BUSINESS DEVELOPMENT COORDINATOR AND INTERNET SALES MANAGER
Camping World/Freedom Roads LLC
02.2014 - 08.2015
SALES REPRESENTATIVE
Aleka's Kitchen LLC
06.2012 - 02.2016
OFFICE MANAGER AND STAFF SUPERVISOR
Saints Constantine and Helen Greek Orthodox Church
11.2007 - 02.2014
BACHELORS OF MUSIC - Vocal Performance
Cardinal Stritch University
VOCAL PERFORMANCE - Vocal Performance
Deree College/The American University of Greece
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