Sentences with phrase «managed by other professionals»

We also partner with your selected Registered Investment Advisor to provide full administrative support for portfolios you have managed by other professionals.

Not exact matches

Encourage adequate, routine insurance coverage for necessary breastfeeding services and supplies, including the time required by pediatricians and other licensed health care professionals to assess and manage breastfeeding and the cost for the rental of breast pumps.
The affairs of each Section shall be managed by a section committee consisting of (a) the chairman and the secretary of the Section; (b) other members of the Council whose professional interests are in the field covered by the section or who represent societies affiliated with the section; and (c) four (4) Fellows, one elected each year by the section committee for a term of four (4) years.
I couldn't afford to have it removed by other professionals, so in the end I had to manage it on my own.
(e) The board shall establish the information needed in an application for the approval of a charter school; provided that the application shall include, but not be limited to, a description of: (i) the mission, purpose, innovation and specialized focus of the proposed charter school; (ii) the innovative methods to be used in the charter school and how they differ from the district or districts from which the charter school is expected to enroll students; (iii) the organization of the school by ages of students or grades to be taught, an estimate of the total enrollment of the school and the district or districts from which the school will enroll students; (iv) the method for admission to the charter school; (v) the educational program, instructional methodology and services to be offered to students, including research on how the proposed program may improve the academic performance of the subgroups listed in the recruitment and retention plan; (vi) the school's capacity to address the particular needs of limited English - proficient students, if applicable, to learn English and learn content matter, including the employment of staff that meets the criteria established by the department; (vii) how the school shall involve parents as partners in the education of their children; (viii) the school governance and bylaws; (ix) a proposed arrangement or contract with an organization that shall manage or operate the school, including any proposed or agreed upon payments to such organization; (x) the financial plan for the operation of the school; (xi) the provision of school facilities and pupil transportation; (xii) the number and qualifications of teachers and administrators to be employed; (xiii) procedures for evaluation and professional development for teachers and administrators; (xiv) a statement of equal educational opportunity which shall state that charter schools shall be open to all students, on a space available basis, and shall not discriminate on the basis of race, color, national origin, creed, sex, gender identity, ethnicity, sexual orientation, mental or physical disability, age, ancestry, athletic performance, special need, proficiency in the English language or academic achievement; (xv) a student recruitment and retention plan, including deliberate, specific strategies the school will use to ensure the provision of equal educational opportunity as stated in clause (xiv) and to attract, enroll and retain a student population that, when compared to students in similar grades in schools from which the charter school is expected to enroll students, contains a comparable academic and demographic profile; and (xvi) plans for disseminating successes and innovations of the charter school to other non-charter public schools.
Unfortunately, Ed Easterling manages a fund of hedge funds and he points us in the direction of absolute return strategies (such as long - short strategies, arbitrage strategies and many others) as implemented by professionals.
Personally I favor closed end funds, usually traded as any stock on the New York Stock Exchange, such as those managed by Cohen & Steers, John Hancock, ING, and other highly professional managers.
A fund is simply a pool of money invested in a portfolio of stocks, bonds, money market instruments and / or other assets, managed by one or more professionals who follow a stated investment objective.
A mutual fund is a portfolio of bonds, stocks, or other investable assets, such as, money market products, that are selected and managed by a professional on behalf of many investors, like yourself.
A mutual fund is a collection of stocks, bonds, or other securities managed by a professional investment company.
It's similar to a managed fund where your money is pooled with other members» money and invested on your behalf by professional investment managers.
A mutual fund offers investors the opportunity to pool their money with other investors in an investment that's managed by professional investment managers.
Retirement plan participants who chose target - date funds or other professional help in the form of managed funds or online advice saw 3.32 % better annual returns than those who picked their own investments, according to a study of 723,000 workers by investment adviser Financial Engines and consulting firm Aon Hewitt.
Because there is no safe investment, I rely on other investment wheels like Mutual Funds and Trust Funds since these investments are already performing well and are managed by financial gurus and professionals.
A mutual fund is a portfolio of bonds, stocks, or other investable assets, that are selected and managed by a professional on your behalf.
Adam Nguyen, eBrevia's co-founder and chief operating officer, said: «We are pleased that eBrevia's machine learning technology will be used by managed services professionals at Thomson Reuters to augment their deep domain expertise to deliver both time savings and increased accuracy for contract remediation and other use cases.»
Some of the learning — most, perhaps — takes place when you're alone, and the teaching when you're with one other person; and at the other end of the scale, a lot is now managed by professional societies, responsible for providing CPD to large groups.
The first defendant commissioner was investigating suspected conspiracy to defraud, false accounting and money laundering offences in the transfer activity of professional football players at the club managed by the first claimant and other clubs.
The AV Preeminent Rating is the pinnacle of professional excellence earned through a strenuous Peer Review Rating process collected from the opinions of other lawyers and judges that is managed and monitored by the world's most trusted legal resource, Martindale - Hubbell.
We note that you have called no expert evidence to contradict the evidence given by Mr. Jewett (and corroborated by every witness we have called) as to how corporate lawyers identify and manage conflict issues as professionals and approach judgments they must make as counsel in situations comparable to those at issue in our case having regard to, among other things, the important role performed by independent directors deliberating separately and by in - house counsel.
In Woodsford's view, the risks involved in litigation funding are not easily managed by anyone other than professional funders, staffed by experienced litigation and arbitration experts, who «live and breathe» the asset class.
If an obstetrician or other medical personnel who are assisting in the birth of a child negligently fail to recognize and adequately manage these and other complications, the obstetrician and assisting medical professionals may be found liable in a medical malpractice action for a child's CP that is determined to have been caused by the negligence of such medical personnel.
Addressing a selection of UK suppliers and chaired by the chairman of one of the suppliers, it claims that it models and maintains professional criteria within the industry and manage areas of shared interest between legal professionals and software providers — including the Land Registry, LSC, Legislation Society & other legal bodies.
• Provided support to global sales offices by managing, drafting, reviewing, redlining, and negotiating both standard and non-standard agreements including nondisclosure, professional services, independent contractor, manufacturing, software licensing (both on premise and SaaS), customer / sales, supplier, joint development, and distributor contracts • Maintained contractual records and documentation, such as receipt and control of all contract correspondence, customer contact information sheets, contractual changes, and other documents for all projects • Worked with risk management department to coordinate contractual insurance requirements • Worked with finance department to insure adherence to broader finance and risk requirements such as revenue recognition, pricing and discounting policies and other relevant requirements • Worked with relevant sales and business team and advise regarding legal issues and risks related to various business transactions • Ensured proper completion of a wide variety of agreements • Monitored compliance by company employees with established procedures • Ensured that signed contracts are communicated to all relevant parties to provide contract visibility and awareness
Medisoft is a medical billing and accounting software used by doctors and other health care professionals to input patient records, submit insurance claims, and manage patient receivables.
For Experienced As an experienced Interior designer professional, I would like to use my artistic approach in designing and managing the designs produced by me and other interior designers working under me.
HR professionals, on the other hand, would counter this by saying they are swamped with too many resumes, and need a cost - effective tool to manage their recruiting process.
General Manager, Robust Industries, Denver, CO — July 2014 — Present • Oversee five functional managers and develop departmental goals and objectives for each in alignment with company initiatives • Manage all efforts to recruit and hire the industry's top talent, and verify that training needs are met for superior customer service • Collaborate with other key professionals to oversee the delivery of all product to guarantee it is in line with the quality standards set by executive management • Report goals, strategies, progress, and results to a board of six executive supervisors each quarter • Strategize and implement tactics that enable effective market competition and build brand awareness as well
• Organize and carry our market and trend research activities • Write copy, press releases and promotional literature • Assist marketing team by handling administrative details for each marketing campaign • Provide support in arranging and producing marketing materials for campaigns • Organize campaigns in conjunction with other marketing professionals • Upload, organize and manage marketing material to online libraries and social media sites • Coordinate periodic direct mail initiatives such as mail merge and individual letters • Work with the telemarketing team to create schedules, confirm appointments and develop reports on quotations • Assist in preparing marketing statistics and reports • Handle electronic, digital and manual filing systems • Manage internal communication and diary coordination • Research venues and catering arrangements for promotional campaigns • Prepare supporting materials such as literature packs, promotional merchandise and name badges for each campaign • Assist in promotional / marketing event set up and break down • Act as a first point of contact for guests and delegates • Assist the marketing team in their networking activities by scheduling appointments with prospective clients • Compose and upload articles to websites for promotional purposes • Help in identifying and researching suitable clients and internal stories • Visit customers and external agencies for follow ups • Assist marketing teams in reviewing client prospects and develop strategic follow up plans • Act as a liaison between different departments to ensure effective communimanage marketing material to online libraries and social media sites • Coordinate periodic direct mail initiatives such as mail merge and individual letters • Work with the telemarketing team to create schedules, confirm appointments and develop reports on quotations • Assist in preparing marketing statistics and reports • Handle electronic, digital and manual filing systems • Manage internal communication and diary coordination • Research venues and catering arrangements for promotional campaigns • Prepare supporting materials such as literature packs, promotional merchandise and name badges for each campaign • Assist in promotional / marketing event set up and break down • Act as a first point of contact for guests and delegates • Assist the marketing team in their networking activities by scheduling appointments with prospective clients • Compose and upload articles to websites for promotional purposes • Help in identifying and researching suitable clients and internal stories • Visit customers and external agencies for follow ups • Assist marketing teams in reviewing client prospects and develop strategic follow up plans • Act as a liaison between different departments to ensure effective communiManage internal communication and diary coordination • Research venues and catering arrangements for promotional campaigns • Prepare supporting materials such as literature packs, promotional merchandise and name badges for each campaign • Assist in promotional / marketing event set up and break down • Act as a first point of contact for guests and delegates • Assist the marketing team in their networking activities by scheduling appointments with prospective clients • Compose and upload articles to websites for promotional purposes • Help in identifying and researching suitable clients and internal stories • Visit customers and external agencies for follow ups • Assist marketing teams in reviewing client prospects and develop strategic follow up plans • Act as a liaison between different departments to ensure effective communication
A medical assistant (MA) is a healthcare support professional who assists physicians and other healthcare specialists by working with patients, performing office - related tasks, and managing the day - to - day operations of a medical clinic or physician's practice.
By filling out your profile in a professional manner, you will stand out above other candidates who haven't bothered to take this important step in managing their careers.
PROFESSIONAL EXPERIENCE AMERICAN AIRLINES, Bethany Beach, DE Mar 2012 — Present Pilot • Successfully thwart a potential terrorist attack from one of the passengers while onboard, by recognizing the signs and alerting the authorities before landing time • Maneuver the aircraft away from harm by avoiding the path of a hurricane which descended without warning • Manage pre-flight checks of instruments and engines to ensure compliance with set aviation rules • Ascertain that all safety systems are up and running and that any glitches are taken care of • Determine best route to reach destinations based on weather reports and other concrete information from air traffic controllers • Oversee fueling duties to ensure that they are properly being carried out • Prepare aircraft for take - off and communicate status of flight to crewmembers and passengers • Monitor in - flight data and make adjustments to deal with changing weather patterns • Handle flight emergencies by ensuring passenger safety first and ensure that no panic is created onboard • Create flight plans detailing altitude, routes and amount of fuel needed • Communicate with ground staff to obtain clearance for landing • Ascertain that noise regulation is handled properly during take - off and landing
Administrative Assistant — Duties & Responsibilities Provide administrative support across a variety of industries including insurance, tourism, marketing, and retail Train new team members ensuring they understand the brand and adhere to company policies and procedures Oversee daily office administration resulting in efficient, effective, and on - budget operations Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Manage travel arrangements, itineraries, and other logistics for company leadership and clients Develop and strengthen relationships with outside vendors, partners, customers, and community leaders Responsible for accounts receivable, accounts payable, payroll, and company budgets Handle telephone and internet sales, exchanges, cancellations, and refunds in a timely and professional manner Strictly adhere to all department budgets and project timelines Provide data entry, billing, and client account maintenance services at 60 to 65 words per minute (wpm) Manage corporate correspondence and reception duties including telephone and in - person service Responsible for tracking and replenishing office supplies and products Provide exceptional in - person, telephone, and internet customer service resulting in client satisfaction Encourage high customer retention by maintaining friendly, supportive contact with existing clients
Warehouse Manager — Duties & Responsibilities Manage warehouse, supply chain, sales, and administrative support activities across a variety of industries Train new team members ensuring they understand the brand and adhere to company policies and procedures Oversee daily office and warehouse administration resulting in efficient, effective, and on - budget operations Represent company brand with poise, integrity, and positivity Responsible for shipping, order tracking, receiving, inventory, billing, and customer service Maintain company equipment, facilities, and products in an organized and professional fashion Study internal literature to become an expert on products and services Develop and strengthen relationships with outside vendors, partners, customers, and community leaders Generate significant revenue through networking, in person sales, and other tactics Estimate project costs, timelines, and ensure compliance with contract terms Strictly adhere to all department budgets and project timelines Provide data entry, client account maintenance, and other administrative services Manage corporate correspondence and reception duties including telephone and in - person service Encourage high customer retention by maintaining friendly, supportive contact with existing clients
Professional Duties & Responsibilities Directed sales and customer service efforts for employers representing a wide range of industries Managed junior team members and administrative staff ensuring effective operations Generated significant sales through networking, cold calling, and other cultivation efforts Recognized for consistently exceeding sales goals by as much as 200 % monthly Routinely awarded «Account Executive of the Month» for excellence in sales and service Authored and presented weekly forecasting and call reports Built and strengthened relationships with clients, partners, and key industry figures Provided exceptional customer support resulting in repeat business and referrals Served as senior leadership for print and television news outlets Responsible for team leadership, content creation, production, and direction Created and implemented comprehensive marketing / advertising campaigns and collateral materials Designed and launched corporate promotional events
Billing Specialist / Analyst / Import (1995 — 1999) • Oversaw billing and invoicing, preparing over 500 invoices a month, as well as facilitated imports, shipment clearance, and related customer service functions such as order entry • Address and resolve both customer and sales force inquiries in a timely and accurate manner • Worked closely with the account and sales professionals to ensure customer satisfaction while working on EDI Transactions such as 850 / 856 / UCC128 / 810 and 997 in close contact with the various related departments • Held responsibility for billing analysis by conducting research utilizing 3rd - party reporting systems to resolve billing issues • Monitored the status of accounts receivable and collections on daily basis, collaborating with appropriate departments to research outstanding balances and resolve customer issues as needed • Processed vendor invoices and related travel and expense reports while processing adjustments, credit memos, and invoices • Assisted with balance sheet and travel / expense reports reconciliations with involvement in journal entries and G / L account analysis along with revenue accruals and month - end general ledger closing • Planned and managed sales through various distributor channels and other relevant sales outlets • Monitored, recorded, analyzed and reported on activities, trends, results and recommendations relating to import activities
Office Manager — Duties & Responsibilities Manage office operations for a variety of businesses and not for profit institutions Serve as trusted advisor to senior leadership and member of various advisory committees Train and supervise large staffs ensuring they understand the brand and adhere to corporate protocols Build and strengthen professional relationships with clients, partners, vendors, and senior leadership Set and strictly enforce departmental budgets and project timelines ensuring efficient operations Create and oversee various fundraisers including all logistics, staffing, and marketing Design and implement employee development curriculum enhancing team morale and skill sets Perform human resource functions including recruitment, discipline, termination, and benefit administration Represent the company at public speaking engagements building community respect and goodwill Responsible for material procurement valued in excess of $ 10 million and an additional $ 20 million in inventory Reduce yearly operational costs by more than $ 1 million through effective management techniques Negotiate and administer contracts with vendors and partners ensuring favorable and profitable conditions Oversee all corporate hardware and software purchases, database management, and other IT functions Assist with marketing, sales, and customer service initiatives resulting in significant revenue gains Maintained accurate and secure client records, sales reports, and other pertinent data Represent company brand with poise, integrity, and positivity
Professional Duties & Responsibilities Managed all aspects of the admissions and financial aid departments for multiple campuses Increased student enrollment by 40 % through effective recruitment and marketing strategies Represented the school at admissions fairs, local high schools, and other recruitment events Conducted perspective student interviews and incoming class orientations Assisted graduating students with job counseling and placement services Responsible for the administration of federal and state loans and grants Reviewed prospective student applications for admissions and determined student status Provided students with guidance and support during the admissions process Directed admissions counselors and support staff ensuring effective operations Administered the collection process as well as tuition refunds Maintained student information database including transcripts and financial records Supervised the school instructional staff and curriculum development process Performed all duties in a positive, professional, and courProfessional Duties & Responsibilities Managed all aspects of the admissions and financial aid departments for multiple campuses Increased student enrollment by 40 % through effective recruitment and marketing strategies Represented the school at admissions fairs, local high schools, and other recruitment events Conducted perspective student interviews and incoming class orientations Assisted graduating students with job counseling and placement services Responsible for the administration of federal and state loans and grants Reviewed prospective student applications for admissions and determined student status Provided students with guidance and support during the admissions process Directed admissions counselors and support staff ensuring effective operations Administered the collection process as well as tuition refunds Maintained student information database including transcripts and financial records Supervised the school instructional staff and curriculum development process Performed all duties in a positive, professional, and courprofessional, and courteous manner
Financial Manager — Duties & Responsibilities Manage daily operations, sales, and customer service activities for multiple financial institutions Oversee company expansion and branch openings in new markets and territories Manage client assets in excess of $ 285 million across a wide range of investment vehicles Design and implement professional development and employee recognition programs Consistently meet or exceed sales goals through networking, cold calling, and other tactics Represent company brand with poise, integrity, and positivity Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study internal literature to become an expert on products and services Conduct research on prospective leads and existing clients to assist in developing sales strategies Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Negotiate and execute contracts with C - Level decision makers Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Make cold calls in a courteous, yet assertive manner that translates to sales results Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Strictly adhere to budgets and project timelines
Client Services Supervisor — Duties & Responsibilities Responsible for electronic payroll system operations for a large and economically diverse client base Recruit, train, and direct customer service, sales, technical, and administrative staff ensuring efficient operations Maintain working knowledge of proprietary software, industry best practices, employment law, and tax law Oversee adherence to departmental budgets, project timelines, and company policies Coordinate efforts between multiple departments resulting in timely and cost - effective project completion Design and implement professional development programs to enhance team skill sets Utilize employee recognition programs to build morale and dedication to company mission Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Interact with support staff and company resources effectively to create the best consumer experience Utilize technical proficiencies and industry knowledge to offer guidance and support to coworkers and clients Craft effective presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain sales and customer service records detailing pricings, sales, activities reports, and other pertinent data Manage company financial records providing detailed, accurate account of transactions and financial health Build and strengthen long term relationships with peers, clients, partners, and industry leaders Provide additional operational support including communications, data entry, and other tasks as needed Consistently promoted due to excellence in management, customer service, technical support, and sales
The Chasm Group, LLC and Chasm Institute, LLC (San Bruno, CA) 1997 — 2008 Business Operations Manager • Managed all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report genManaged all daily operational tasks for leading multi-million dollar high - tech market strategy consultancy, while providing executive administration to C - level executives and venture capital partners • Developed and managed the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report genmanaged the firm's annual budget, proposing and implementing expense cuts, producing monthly reports and financial statements, and coordinating with CPA firm for accurate and timely filings • Oversaw all client relationship management efforts while cultivating new business efforts from concept to implementation, providing high - quality service in sales efforts while utilizing new lead tracking system • Negotiated and managed all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report genmanaged all contracts, stock grants, and financing arrangements, working closely with outside counsel to draft legal documents and resolve LLC - and proprietary - related issues • Led three office space build - outs and two office relocations, managing all aspects of each process under aggressive timeline and budget expectations • Reduced firm telecom expenses by 22 % by streamlining IT objectives, including migration to VOIP phone system, software / hardware purchases, domain renewals, and outsourced technical support • Directed all phases of staff recruitment while creating and implementing all HR policies and programs, including comprehensive employee benefits plans • Supervised multiple administrative staff members, conducted performance appraisals and wage / salary surveys in comparison to incentive program guidelines, and maintained HR files in accordance with legal mandates • Produced all out - going client invoices in an accurate and timely fashion to increase, cash flow and reduce aging receivables, providing consistent attention to overhead costs and vendor arrangements • Administered all company insurance policies, including E&O, general liability, bonds, partner life and disability, conducting annual benefits reviews and employee / company insurance audits • Obtained necessary certificates for consulting contracts while processing federal, state, and local business reporting requirements to maintain licenses and incorporation status • Directed all marketing efforts and oversaw logistical aspects of national educational workshop series, utilizing sponsorship arrangements to offset production costs • Transformed «brochure» website into a dynamic tool to better illustrate company opportunities through relevant case studies, as well as maintaining all other promotional media, including press kits and video Association of California School Administrators (Burlingame, CA) 1993 — 1997 Issues and Planning Committee Coordinator • Executed all phases of event planning and implementation for a membership - driven organization including 23 state committees, 5 task forces, 6 strategic planning conferences, and a conference of 1,500 attendees • Focused on facility evaluations, bid requests, site visits, contract negotiations, and all pre - and post-conference planning processes • Produced statistical and financial reports, including budget projections and cost monitoring for developmental training efforts • Oversaw all participant - level responsibilities, including inquiries, eligibility, registration, correspondence, and billing statements • Managed all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report genManaged all legal professional standards calls for Northern California regions, including the processing of attorney authorizations, the preparation of legal assistance letters, and liens on cause of action • Served as second point of contact for computer inquiries and troubleshooting efforts as well as provided back - up executive administrative support for Executive Director, Committee Chairs, and the State Superintendent of Public Instruction • Held responsibility for software installation and hardware configuration while performing weekly AS / 400 backup and report generation
Administrative Assistant — Duties & Responsibilities Provide administrative support across a variety of industries including insurance, law, medicine, and sales Train new team members ensuring they understand the brand and adhere to company policies and procedures Oversee daily office administration resulting in efficient, effective, and on - budget operations Represent company brand with poise, integrity, and positivity Study internal literature to become an expert on products and services Manage travel arrangements, itineraries, and other logistics for company leadership and clients Develop and strengthen relationships with outside vendors, partners, customers, and community leaders Responsible for accounts receivable, accounts payable, payroll, and company budgets Handle telephone and internet sales, exchanges, cancellations, and refunds in a timely and professional manner Strictly adhere to all department budgets and project timelines Provide data entry, billing, and client account maintenance services Manage corporate correspondence and reception duties including telephone and in - person service Responsible for tracking and replenishing office supplies and products Provide exceptional in - person, telephone, and internet customer service resulting in client satisfaction Encourage high customer retention by maintaining friendly, supportive contact with existing clients Perform all duties with positivity, professionalism, and integrity
Professional Experience Air Force Office of Special Investigation (AFOSI) 6/2001 — Present Special Agent, Counterintelligence / Criminal Investigator 12th Field Investigations Squadron — Buckley AFB, CO (8/2004 — Present) • Support national security objectives by organizing and conducting sensitive counterintelligence (CI) operations and investigations, achieving USAF, DOD, and US intelligence community strategic objectives across 21 bases in 20 states • Manage sensitive cover documents for nine agents with zero deficiencies found during an annual audit, ensuring highest level of operational security and directly facilitating the engagement of FIS targets through enhanced trade craft • Conduct background investigations of potential AFOSI applicants to grow department by 15 personnel • Improve AFOSI operations while deployed by mentoring and training agents and providing effective liaison with other federal agencies and Component Command (COCOM) CI representatives • Provide threat awareness briefings to all traveling personnel, safeguarding all research / technology contracts in area • Recruit and utilize operational assets to counter multiple FIS threats to the US Strategic Command and national security • Oversee detachment evidence program by implementing 100 % accountability for all items corresponding to investigations impacting the DOD, earning an «excellent» rating during a spot unit compliance inspection
Pharmecutical Sales Respresentative — Duties & Responsibilities Manage sales, marketing, and customer service departments ensuring professional and profitable operations Recruit, train, and direct staff ensuring they understand the brand and adhere to company policies and procedures Set and strictly adhere to departmental budgets and project timelines Consistently recognized as company leader in annual sales since 2004 Increase company revenue by 45 % through networking, in personal sales, and other tactics Negotiate lucrative contracts with clients, third party vendors, and other industry leaders Utilize medical training, experience, and education in pharmaceutical sales environment Identify needs of medical professionals and effectively tailor sales presentations Build and strengthen relationships with physicians, nurse practitioners, and hospital management Maintain up to date knowledge of pharmacology, medical technology, and standards of care Make cold calls in a courteous, yet assertive manner that translates to sales results Maintain 100 % customer satisfaction by maintaining friendly, supportive contact with existing clients Conduct research on prospective leads and existing clients to assist in developing sales strategies Maintain records of site visits to potential and existing clients to assist in assessing their future needs Collaborate with junior level sales people to develop action plans to govern their performance Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity
Midwest Steel Blanking (Lombard, IL) 07/2004 — 08/2008 Director of Operations • Oversaw daily operations and management of 40 employees including 2 project managers • Served as an advisor to the President on all critical and strategic issues • Led presentations to banks, governmental agencies, potential investors, and large volume customers • Oversaw production, maintenance, quality control, and all other dealings with all outside vendors • Negotiated all insurance policies and contracts concerning account receivables and insurance related claims • Developed the ISO 9000 quality manual and OSHA safety awareness programs, training, and documentation • Trained future managers of the company in professional skills, managerial decision making, and business communications • Designed and implemented a new inventory control systems for managing raw - material and finished - goods • Ensured cost control limiting the direct expenses incurred and indirect impacts such as inefficiencies, downtime, and waste • Over a 3 year period, reduced the account receivables insurance premium from $ 55K to $ 13K / year • Renegotiated all other insurance contracts for better coverage and reduced premiums by 20 % • Reduced «outside parts manufacturing» cost by 50 % • Maintained the cost of all supplies at the 2004 levels • Instituted production reporting and operational data analyses for decision making • Reduced down time by 60 %, overall operation's cost by 4.5 %, and scrap generation by 3 % • Developed ISO 9001 quality manuals and handled external annual audits • Introduced safety procedures and training programs
Medical Affairs Liaison — Duties & Responsibilities Provide guidance and leadership with respect to the diagnosis and resolution of various issues in response to incidents reported by customers, working efficiently and effectively to implement related solutions and maintain high - quality customer service Administer all quality control functions while interacting professionally with outside contacts, including firm public relations professionals, representatives, client associates and other parties, providing relevant information, materials and support as needed Identify and deconstruct issues utilizing honed problem resolution techniques, collaborating with other professionals to address uncovered issues and shortfalls while acting as internal clinical and product - related expert Manage and oversee the development and implementation of critical systems and processes while coordinating support and customer service functions, working effectively to utilize all available resources and maintaining all relevant information Review proposed modifications to client operating environments, implementing fixes and resolutions to minimize service disruptions on an on - going basis, clearing duplicated and out - dated entries, and performing general account management functions Participate in the administration of various organizations, clinics, associations and other groups, assessing operational strategies regularly Assist in the performance of related analyses and needs - based assessments of product gaps, service requirements and operations - related areas to develop and implement required projects while determining the feasibility and functionality of proposed solutions Collaborate with sales and marketing professionals to drive revenue growth, improve firm visibility, expand product markets and integrate valuable customer feedback into future research and development Utilize talent among team members with effective communication and the promotion of a performance - based work environment Communicate all issues and user feedback to members of departments teams and vendor representatives as needed Create and maintain issue - tracking and resolution databases while auditing all entries for accuracy and completeness Develop and maintain a strong working knowledge of all relevant products, services, industry trends, tools and related information Lead through example with consistent work ethic, attitude, professionalism, and commitment to firm success
Administrative Assistant — Duties & Responsibilities Provide office management and administrative support across a variety of industries and settings Consistently promoted for excellence in both educational and for - profit industries Train new team members ensuring they understand the brand and adhere to company policies and procedures Manage large staffs of sales and customer service professionals, administrative personnel, and volunteers Oversee daily office administration and special events ensuring effective and efficient operations Author and present various departmental progress and accounting reports to senior leadership Manage accounts payable / receivable, budgets, and other accounting functions Support sales, marketing, and customer service personnel ensuring profitable operations Design and implement marketing and sales strategies resulting in significant company revenues Serve as liaison between multiple departments and senior leadership Manage corporate correspondence and reception duties including written, telephone, and in - person service Develop and strengthen relationships with clients, partners, and community leaders Encourage high customer retention by maintaining friendly, supportive contact with existing clients Organize conference calls, meetings, and travel arrangements Study internal literature to become an expert on products and services Represent company brand with poise, integrity, and positivity
Financial Manager — Duties & Responsibilities Oversee multiple automotive corporate client portfolios, conduct risk analysis, and perform audits Direct corporate loan process and ensure that client collateral is sufficient in cases of default Investigate client credit rating and determine worthiness of consumer credit applications Recruit, train, and manage team of auditors and financial advisors ensuring professional operations Responsible for department budgets, project timelines, and team workflow Perform reviews to determine appropriate employee compensation, recognition, and disciplinary action Serve as a liaison between bank and clients, partners, outside vendors, and community leaders Present reports regarding audit findings, market trends, and client financial health to senior leadership Develop a rapport with customers and orient them to various products and services Encourage high customer retention by maintaining friendly, supportive contact with existing clients Study industry literature to become an expert on products and services Direct sales operations for 35 + car and recreational vehicle dealerships throughout New England Craft effective sales presentations and proposals, tailoring them to clients based on their specific needs and styles Maintain comprehensive records detailing pricings, sales, activities reports, and other pertinent data Represent company brand with positivity, professionalism, and dedication Consistently recognized and promoted for excellence in management, service, and performance
Professional Experience Camfil Farr (Crystal Lake, IL) 04/1982 — Present Copper Wire Plating Lead Person (01/2008 — Present) • Manage the daily operation of the plating line ensuring efficient and effective procedures • Operate the Vaughn wire drawing machine keeping the wire to size by changing the dies as necessary • Ensure that all testing is completed and entered into the company computer in a timely manner • Author and enter product reports and other pertinent data into company database • Oversee product and supply inventory restocking as needed to maintain appropriate levels • Strictly enforce all health and safety regulations ensuring a clean and safe workplace
Civil Engineer — Duties & Responsibilities Responsible for civil engineering and construction projects valued in excess of $ 60 million Develop exposure to varied construction projects with both military and civilian applications Maintain, update, and create GIS and CADD data for use in Public Works civil engineering projects Coordinate data collection and project management with partner agencies and subcontractors Map utilities, environmental features, cultural resources, infrastructure, communication lines, and other features Utilize GPS and conventional surveying techniques to collect thousands of data points for detailed mapping Create and access spatial datasets in ArcSpatial Data Engine Develop and implement new mapping techniques using GIS software decreasing project turnover by 30 % Design and print large scale maps, drawings, and other items for use in engineering projects Set and strictly adhere to project timelines and budgets Manage construction contract negotiations, implementation, and funding Oversee finances identifying and resolving any errors or deviations of project budgets Direct office operations and support staff ensuring efficient, effective, and professional operations Serve as Civil Engineering instructor at the US Air Force Academy Lead classes in advanced GPS equipment operations, mapping, GIS software, and Terrasync data collection Develop new GIS, GPS, CADD curriculum for more than 1,200 cadets Implement instruction in Airfield Damage Assessment, MOS plotting, and combat skills Build and strengthen professional relationships with commanding officers, support staff, and business partners Perform all tasks with poise, integrity, and positivity
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