Sentences with phrase «national planning manager»

«Don't react too quickly,» said Amy Jucoski, national planning manager for Abbot Downing, a Wells Fargo wealth management firm.

Not exact matches

Some experts call this dollar - cost averaging, says Daniel Laverdière, senior manager of financial planning and advisory services with National Bank Financial, but it's really about making sure that some saving is occurring on a regular basis.
Before joining Merrill Lynch in 1999, Ms. Patterson held a number of senior positions with several leading organizations including Goldman Sachs Canada, where she was National Sales Manager of Fixed Income, and the Ontario Teachers» Pension Plan Board, where she was a fixed income portfolio mManager of Fixed Income, and the Ontario Teachers» Pension Plan Board, where she was a fixed income portfolio managermanager.
«As we prepare to come back to Ottawa for the fall session of Parliament, it is also important to ensure Canadian middle class families understand the threat posed by Thomas Mulcair's risky and dangerous economic plan,» said the memo, from Conservative national campaign manager Jenni Byrne.
Time for some brutal honesty... this team, as it stands, is in no better position to compete next season than they were 12 months ago, minus the fact that some fans have been easily snowed by the acquisition of Lacazette, the free transfer LB and the release of Sanogo... if you look at the facts carefully you will see a team that still has far more questions than answers... to better show what I mean by this statement I will briefly discuss the current state of affairs on a position - by - position basis... in goal we have 4 potential candidates, but in reality we have only 1 option with any real future and somehow he's the only one we have actively tried to get rid of for years because he and his father were a little too involved on social media and he got caught smoking (funny how people still defend Wiltshire under the same and far worse circumstances)... you would think we would want to keep any goaltender that Juventus had interest in, as they seem to have a pretty good history when it comes to that position... as far as the defenders on our current roster there are only a few individuals whom have the skill and / or youth worthy of our time and / or investment, as such we should get rid of anyone who doesn't meet those simple requirements, which means we should get rid of DeBouchy, Gibbs, Gabriel, Mertz and loan out Chambers to see if last seasons foray with Middlesborough was an anomaly or a prediction of things to come... some fans have lamented wildly about the return of Mertz to the starting lineup due to his FA Cup performance but these sort of pie in the sky meanderings are indicative of what's wrong with this club and it's wishy - washy fan - base... in addition to these moves the club should aggressively pursue the acquisition of dominant and mobile CB to stabilize an all too fragile defensive group that has self - destructed on numerous occasions over the past 5 seasons... moving forward and building on our need to re-establish our once dominant presence throughout the middle of the park we need to target a CDM then do whatever it takes to get that player into the fold without any of the usual nickel and diming we have become famous for (this kind of ruthless haggling has cost us numerous special players and certainly can't help make the player in question feel good about the way their future potential employer feels about them)... in order for us to become dominant again we need to be strong up the middle again from Goalkeeper to CB to DM to ACM to striker, like we did in our most glorious years before and during Wenger's reign... with this in mind, if we want Ozil to be that dominant attacking midfielder we can't keep leaving him exposed to constant ridicule about his lack of defensive prowess and provide him with the proper players in the final third... he was never a good defensive player in Real or with the German National squad and they certainly didn't suffer as a result of his presence on the pitch... as for the rest of the midfield the blame falls squarely in the hands of Wenger and Gazidis, the fact that Ramsey, Ox, Sanchez and even Ozil were allowed to regularly start when none of the aforementioned had more than a year left under contract is criminal for a club of this size and financial might... the fact that we could find money for Walcott and Xhaka, who weren't even guaranteed starters, means that our whole business model needs a complete overhaul... for me it's time to get rid of some serious deadweight, even if it means selling them below what you believe their market value is just to simply right this ship and change the stagnant culture that currently exists... this means saying goodbye to Wiltshire, Elneny, Carzola, Walcott and Ramsey... everyone, minus Elneny, have spent just as much time on the training table as on the field of play, which would be manageable if they weren't so inconsistent from a performance standpoint (excluding Carzola, who is like the recent version of Rosicky — too bad, both will be deeply missed)... in their places we need to bring in some proven performers with no history of injuries... up front, although I do like the possibilities that a player like Lacazette presents, the fact that we had to wait so many years to acquire some true quality at the striker position falls once again squarely at the feet of Wenger... this issue highlights the ultimate scam being perpetrated by this club since the arrival of Kroenke: pretend your a small market club when it comes to making purchases but milk your fans like a big market club when it comes to ticket prices and merchandising... I believe the reason why Wenger hasn't pursued someone of Henry's quality, minus a fairly inexpensive RVP, was that he knew that they would demand players of a similar ilk to be brought on board and that wasn't possible when the business model was that of a «selling» club... does it really make sense that we could only make a cheeky bid for Suarez, or that we couldn't get Higuain over the line when he was being offered up for half the price he eventually went to Juve for, or that we've only paid any interest to strikers who were clearly not going to press their current teams to let them go to Arsenal like Benzema or Cavani... just part of the facade that finally came crashing down when Sanchez finally called their bluff... the fact remains that no one wants to win more than Sanchez, including Wenger, and although I don't agree with everything that he has done off the field, I would much rather have Alexis front and center than a manager who has clearly bought into the Kroenke model in large part due to the fact that his enormous ego suggests that only he could accomplish great things without breaking the bank... unfortunately that isn't possible anymore as the game has changed quite dramatically in the last 15 years, which has left a largely complacent and complicit Wenger on the outside looking in... so don't blame those players who demanded more and were left wanting... don't blame those fans who have tried desperately to raise awareness for several years when cracks began to appear... place the blame at the feet of those who were well aware all along of the potential pitfalls of just such a plan but continued to follow it even when it was no longer a financial necessity, like it ever really was...
Last month Madrid manager Simeone told Mexico national boss Herrera that he still had Jimenez in his plans, but he now looks like he has changed his mind.
From Men in Blazers: NEW POD: Rog and Iceland National Team manager Heimir Hallgrímsson on how he plans to stop Lionel Messi in order to help Mighty Iceland overcome the challenge of that Difficult Second Album at World Cup 2018.
Yes, especially when a certain national team manager keeps saying that he can't fit him into his plans despite his all - world talent.
Estimates of the numbers of women booked for home birth but delivering in hospital were even more difficult to obtain because hospital records do not always specify this information accurately and no national estimate exists.1 4 Data collected in this region in 1983 suggested that 35 % of these women changed to hospital based care either before or during labour, and a more detailed prospective study of all planned home births in 1993 found a total transfer rate of 43 %.8 Women were classified as having booked for a home birth when a community midwife had accepted a woman for home delivery and had this arrangement accepted by her manager and supervisor of midwives at any stage in pregnancy, irrespective of any later change of plan.
Therefore, the target audience includes national and local public health policy - makers, implementers and managers of maternal and child health programmes, health care facility managers, nongovernmental organizations (NGOs), professional societies involved in the planning and management of maternal and child health services, health care professionals (including nurses, midwives, general medical practitioners and obstetricians) and academic staff involved in training health care professionals.
He's going to use NY as a political football, doing cosmetic changes to show he's a tough fiscal manager while being careful not to offend the unions too much, make - nice with the environmentalists, and generally use the Pataki game plan for setting the national stage.
National Wealth Funds also enable governments to consolidate their commercial assets, which allows managers to create an integrated inventory and business plan for the assets as a whole.
«We have continued our work on the project, developing plans, meeting with stakeholders and raising private investment capital,» said Peter Melewski, project manager for the proposed Capital District Gondola and national director of strategic planning for McLaren Engineering Group of West Nyack, Rockland County.
«Before we talk about a new national healthcare plan, Assemblyman Brindisi believes we must protect the healthcare now under attack by Claudia Tenney and her special interest friends — the one that prevents you from being kicked off for a pre-existing condition,» Brindisi's Campaign Manager Ellen Foster said.
Known as National Planning Scenario 1 (NPS1), that nuclear attack story line originated in the 1950s as a kind of war game, a safe way for national security officials and emergency managers to test their response plans before having to face the reaNational Planning Scenario 1 (NPS1), that nuclear attack story line originated in the 1950s as a kind of war game, a safe way for national security officials and emergency managers to test their response plans before having to face the reanational security officials and emergency managers to test their response plans before having to face the real thing.
In response, the USFWS, the National Park Service and the Florida Fish and Wildlife Conservation Commission have drafted a landmark Florida Panther Response Plan, which guides game managers and law enforcement officials in handling such interactions in ways that ensure public safety while recognizing the need to preserve dwindling Florida Panther populations.
Two associations, the National Association of Head Teachers (NAHT) and the National Association for School Business Managers (NASBM), have raised concerns over plans to reduce «per place funding» for mainstream schools with special units from # 10,000 to # 6,000.
Mazda Australia's National Marketing Manager, Alastair Doak, told motoring.com.au that the company is not formally planning to campaign the CX - 5 against $ 60,000 - plus luxury SUVs like the Audi Q5, but if customers happen to cross-shop the two, that's their prerogative.
Related: BREAKING NEWS: A Sinkhole Under the National Corvette Museum Opens and Swallows 8 Corvettes Bloomington Gold Adds the National Corvette Museum to The Great Hall Corvette Assembly Plant Manager Dave Tatman Announces Plans to Retire From GM
Nebraska Educational Savings Plan Trust Issuer Nebraska State Treasurer Trustee Nebraska Investment Council Investment Oversight First National Bank of Omaha Program Manager First National Capital Markets Principal Distributor, Member FINRA, Member SIPC First National Capital Markets and First National Bank of Omaha are affiliates
Nebraska Educational Savings Plan Trust Issuer Nebraska State Treasurer Trustee Nebraska Investment Council Investment Oversight First National Bank of Omaha Program Manager First National Capital Markets Inc..
First National Bank will continue as program manager and will assume responsibilities as plan distributor from Oppenheimer and OFI as of August 3, 2018.
Presented in French by: Mario Lamoureux, founder of Bourse 101 and Jean - Philippe Legault, Business Development Manager, National Bank Direct Brokerage In this seminar, sponsored by National Bank Direct Brokerage (NBDB), and presented in French by Mario Lamoureux of Bourse 101 and Jean - Philippe Legault of National Bank Direct Brokerage (NBDB), attendees will learn that when the stock market becomes a source of income, it is essential to create a clear trading plan based on proven strategies.
John Vasone, national sales manager for ConairPRO Pet, suggests asking customers how much they wish to spend on a clipper, how often they will use it and what type of clipping they plan to do.
A national group has jumped into Florida's feral - cat fray, asking state wildlife managers to delay a plan to control the animals, which are blamed for killing millions of small mammals and birds each year.
Steve Klett, Crocodile Lake National Wildlife Refuge Manager I first ran across Klett's name in the Florida Keys National Wildlife Refuges Complex Integrated Predator Management Plan / Draft Environmental Assessment, where he was cited as the source for the claim that «cats accounted for 77 percent of the mortality during a recent re-introduction of the Key Largo woodrat.»
«While we have respect for the success and growth witnessed by the large and mass retailers, they do not fall within the channels we choose to support with our product and marketing plans,» reads a statement released by Charlie Nelson, president, and Dan Schmitz, national sales manager at Tuffy's.
She was most recently a Senior Architect at OMA New York (2011 - 2016) where she led cultural, residential, commercial, and master planning projects, including the Marina Abramovic Institute in Hudson, New York; the competition - winning entry for Albright Knox Gallery extension in Buffalo; and she served as the Project Architect and Manager of the new Quebec National Museum of Art in Quebec City.
Rush Baker is a painter balancing his time between the studio, as a Gallery Manager at the Maryland National Park and Planning Commission, as a Prince George's County Democratic Central Committee Member, and as a long - time arts educator.
(Sec. 275) Requires the Secretary to: (1) implement and report to Congress on a national education and awareness program to inform building, facility, and industrial plan owners and managers and decision makers, governmental leaders, and industry leaders about the large energy - saving potential of greater use of mechanical insulation and other benefits; and (2) report to Congress on the effectiveness of the program by July 1, 2013.
Among the accomplishments cited by the task force in safeguarding natural resources was the release on Friday of a National Action Plan: Priorities for Managing Freshwater Resources [PDF] to «help freshwater resource managers assure adequate water supplies, safeguard water quality, and protect human life, health, and property.»
By engaging in detailed, evidence - based evaluation, policymakers and programme managers can address critical elements for the formulation and implementation of the National Adaptation Plans.
As a pre-eminent full - service, national law firm, we act for a range of participants in retirement income and employee benefits arrangements, including plan administrators, employers, boards of directors, trustees, regulators, investment managers and plan beneficiaries.
Companies represented at this year's Legal Week Corporate Counsel Forum Africa include: ABSA Capital / Barclays, Accenture (South Africa), ADvTECH, AECOM, AFGRI Group, Altron, Anglo American, AngloGoldAshanti, Ashburton Investments, Associated Motor Holdings, Baker & McKenzie, Baker Hughes, BankservAfrica, Barclays Africa Group, Barloworld Automotive, Barloworld Equipment, Barloworld Power, a division of Barloworld South Africa, BATSA, BMW, British American Tobacco, BT Global Services, Business Partners, Centriq Insurance, City of Johannesburg Development Planning Legal Administration, City of Johannesburg Legislature, City Property Administration, Colgate - Palmolive South Africa, CSIR, DBT Technologies, Deutsche Bank, JHB, Development Bank of Southern Africa, Eskom Holdings SOC, Financial Services Board, FirstRand Bank, Gauteng Partnership Fund, Google, GroCapital Financial Services (member of AFGRI Group), Heineken SA, HMS Bergbau Africa, Huawei Technologies Africa, Imperial Logistics, Intercape, JD FS, a division of Pepkor Trading, Kimberly - Clark of South Africa, Kumba Iron Ore, Leonie Ellis Placements, Makro Division of Massmart, Masscash, Mondelez, Munich Reinsurance Company of Africa, Mutual & Federal Insurance Company, National School of Government, Nedbank, Netcare, Nigerian Bottling Company, PepsiCo Inc. / Simba, PIC SOC, Premier FMCG, Procter & Gamble (P&G), Rand Merchant Bank, RH Managers, Rio Tinto, Road Accident Fund, SA Bankers Services Company (BankservAfrica), SABC, Sage International, Samsung Electronics South Africa, Sasol, Scaw, SEFA, Shell SA, Siemens Healthcare, South African Broadcasting Corporation, South32 SA, Spur Group, Standard Bank, Standard Chartered Bank, Steinmuller, Sun International, Takeda, Telkom Business Connexion, Tetra Pak, The Pivotal Fund Limited, The South African Breweries, The Standard Bank of South Africa, Tiger Brands, Transnet Freight Rail, Unilever, Vedanta Resources - Zinc International, Viacom International Media Networks, Virgin Active SA, WesBank, Willis Towers Watson, World Bank.
Companies represented in previous forums included: ABSA Capital / Barclays Accenture (South Africa) ADvTECH AECOM AFGRI Group Altron Anglo American AngloGoldAshanti Ashburton Investments Associated Motor Holdings Baker & McKenzie Baker Hughes BankservAfrica Barclays Africa Group Barloworld Automotive Barloworld Equipment Barloworld Power, a division of Barloworld South Africa BATSA BMW British American Tobacco BT Global Services Business Partners Centriq Insurance City of Johannesburg Development Planning Legal Administration City of Johannesburg Legislature City Property Administration Colgate - Palmolive South Africa CSIR DBT Technologies Deutsche Bank, JHB Development Bank of Southern Africa Eskom Holdings SOC Financial Services Board FirstRand Bank Gauteng Partnership Fund Google GroCapital Financial Services (member of AFGRI Group) Heineken SA HMS Bergbau Africa Huawei Technologies Africa Imperial Logistics Intercape JD FS, a division of Pepkor Trading Kimberly - Clark of South Africa Kumba Iron Ore Leonie Ellis Placements Makro Division of Massmart Masscash Mondelez Munich Reinsurance Company of Africa Mutual & Federal Insurance Company National School of Government Nedbank Netcare Nigerian Bottling Company P&G PepsiCo Inc. / Simba PIC SOC Premier FMCG Procter & Gamble (P&G) Rand Merchant Bank RH Managers Pty Rio Tinto Road Accident Fund SA Bankers Services Company (BankservAfrica) SABC Sage International Samsung Electronics South Africa Sasol Scaw SEFA Shell SA Siemens Healthcare South African Broadcasting Corporation South32 SA Spur Group Standard Bank Standard Chartered Bank Steinmuller Sun International Takeda Telkom Business Connexion Tetra Pak The Pivotal Fund Limited The South African Breweries The Standard Bank of South Africa Tiger Brands Transnet Freight Rail Unilever Vedanta Resources - Zinc International Viacom International Media Networks Virgin Active SA WesBank Willis Towers Watson World Bank
People aren't recognizing the length of uses in a life insurance plan, according to Kevin Kimbrough, national sales manager at Saybrus.
On Tuesday, Denison sat down with Scott Cohen — Samsung's National Training Manager and a 13 - year CES veteran — at the Digital Trends booth, where Cohen talked about Samsung's 2018 CES and its plans for the future.
Core - Mark 1985 — 1991 National Key Account Manager Developed and guided the implementation of the account specific business plan and achieved account profitability and sales target.
Harvest Inn • St. Helena, CA 1983 — 1992 General Manager Developed the general business and marketing plans, and directed all operations of a premium Napa Valley Hotel serving elite clientele including national celebrities, professional athletes, and public figures.
N / C Machine Operator N / C Programmer Nanny National Sales Manager (Experience) Navigator Aircraft Needleworker Neonatologist Nephrologist Network Analyst Computer Network Architect Network Communications Technician Network Control Manager Network Control Supervisor Network Control Technician Network Planning Analyst Network Planning Manager Network Planning Supervisor Network / Data Communications Manager Neurological Technologist Neurologist Neurosurgeon New Accounts Representative Financial New - Car Prep Mechanic News Anchor News Assistant News Correspondent News Gathering Technician News Librarian News Photographer News Reporter Newscaster Newspaper Delivery Driver Newspaper Editor - In - Chief Nibbler Operator Nondestructive Tester Note Teller Nuclear Criticality Safety Engineer Nuclear Engineer Nuclear Equipment Test Engineer Nuclear Fuels Reclamation Engineer Nuclear Fuels Research Engineer Nuclear Health Physicist
PA Reps for staff development and growth opportunities * Plan, assign, and direct work, appraise performance, reward and discipline employees, address complaints and resolve problems within the team * Assist in the hiring process * Assist in the preparation of performance reviews * Deliver performance reviews in conjunction with the Prior Auth Manager * Meet monthly with each staff member to go over performance status * Assist with training as needed * Lead weekly Team meetings with staff to keep them informed of changes to policy and procedures and corporate communications * Meet with the Prior Authorization Management team weekly to report on clinical call center performance and personnel issues Required Qualifications: * High School Diploma or equivalent * Current and unrestricted Pharmacy Technician license * 2 years» experience supervising Pharmacy Technicians in a Call Center environment * Prior Authorization experience * Knowledge of the Pharmacy Benefit Management and / or Health Insurance * Knowledge of Call Center industry through work experience and as obtained through related courses * Proficient in Microsoft Word and Excel Preferred Qualifications: * Bachelors» Degree * PBM experience * National Pharmacy Technician Certification Required Competencies: * Must have strong leadership and problem solving skills * Strong written and verbal communication skills * Strong interpersonal skills * Ability to effectively present information and respond to questions from groups of associates, managers and clients * Ability to comprehend ACD statistical reporting and apply it to the operation of the department * Ability to interpret a variety of instructions furnished in written, oral, diagram or schedule form * Ability to maintain a high level of consistency while working with team members * Ability to recognize the needs of the staff, heighten morale, and decrease stress and burnout * Ability to understand what style of conflict resolution is best suited for a particular situation * Ability to determine the needs of each individual team member and assist them in achieving set goals * Demonstrate a clear understanding of company and client confidentiality * Excellent organizational skills * Exemplary coaching / motivational skills at both an individual and team level * Adaptable and able to move with change while maintaining a positive attitude and strong role model for the Team.
QUALIFICATIONS: * Sales and Marketing Management Experience * K - 12 Sales Management Experience * Health Care Management Experience * Oil and Gas Camp Management Experience * Regional and National Management Experience * General Management Experience * Budget Creation and P&L Management Experience * Executive Chef Experience * Certified Dietary Manager * Serve Safe Certified through 2018 * Nutritional Planning and Management...
Tags for this Online Resume: risk management, conflict resolution, test planning, test design, test and evaluation, systems engineering, program management, requirements development, requirements management, contract administration, security clearance, national defense, national security, contract negotiation, earned value management (EVM), training manager, management, military veteran, army veteran, technology development, technology deployment, systems architecture, risk mitigation
Tags for this Online Resume: CPG, National accounts, Personal care, Broker mngtmt, Key accounts, Remote - Western Regional Sales Manager, Strategic planning, Product launches, Sales, Wholesale, Managment, Key Accounts Management, Budget, CVS, Ulta, Forecasting, New item launch launches, Target, Marketing
National Steel (Ecorse, MI) 12/1995 — 2/2001 General Foreman — Coke Making and By - products Chemical Plant Staff • Held responsibility for day - to - day operations of coke production equipment and related shift employees, targeting area - specific goals that would provide a $ 4M bonus per year towards company capital • Led daily operational meetings with shift managers to disseminate valuable information and promote staff safety • Provide relevant and appropriate disciplinary action to both hourly and salaried employees • Audited safety meetings and safety contacts as well as tested staff knowledge of SOPS, JSA, and TOS • Oversaw planning maintenance outages, collaborating with department heads and external contractors for efficient execution
Deluxe Corporation (Shoreview, MN) 03/2006 — 12/2006 Account Manager • Effectively employed solution selling of both traditional and new products and services to a varied client base • Consistently exceeded revenue targets through effective sales and customer service techniques • Optimized solution selling techniques to small businesses and regional banks through direct customer contact and marketing • Cultivated positive customer relationships with accountants, national accounts, and large regional corporations • Increased sales results from initial 77 % of goal to 105 % of goal • Developed detailed territory business plan to effectively meet 100 % of new product sales goals • Proficiently utilized CRM tool to manage 500 + account base in an efficient and effective manner
Professional Experience American Red Cross (Douglasville, GA) 11/2007 — Present Communications Manager • Lead the strategic direction and implementation of all public relations and communication functions to achieve American Red Cross Blood Services collection goals and organizational objectives • Collaborate with Chapter counterparts to promote a singular American Red Cross image and messaging throughout the state • Develop viable communications plan to assure effective community awareness of critical need for donations • Produce market communications and develop media outreach initiatives, including press releases, media inquiries, and special project updates, to ensure image and brand consistency • Author and edit scripts, presentations, and speeches for use by senior - level organization executives • Establish partnership within the community to enhance awareness of the blood donation program while leveraging key relationships with local - and state - level media professionals • Develop and implement an annual public relations and communications budget to ensure self - sufficiency and utilize financial resources in an efficient manner • Execute and supervise all staff - related functions including hiring, training, evaluation, and career development to create a well - qualified team and enhance operational success • Plan and implement employee award and recognition programs to honor milestone achievements, customer service excellence, and the accomplishment of national initiatives • Perform all duties and responsibilities in compliance with standard operating procedures, Safety Quality Identity Potency Purity (SQUIPP), the Code of Federal Regulations (CFR), Occupational Safety and Health Administration (OSHA), the Food and Drug Administration (FDA), and all other applicable federal, state, and local entiplan to assure effective community awareness of critical need for donations • Produce market communications and develop media outreach initiatives, including press releases, media inquiries, and special project updates, to ensure image and brand consistency • Author and edit scripts, presentations, and speeches for use by senior - level organization executives • Establish partnership within the community to enhance awareness of the blood donation program while leveraging key relationships with local - and state - level media professionals • Develop and implement an annual public relations and communications budget to ensure self - sufficiency and utilize financial resources in an efficient manner • Execute and supervise all staff - related functions including hiring, training, evaluation, and career development to create a well - qualified team and enhance operational success • Plan and implement employee award and recognition programs to honor milestone achievements, customer service excellence, and the accomplishment of national initiatives • Perform all duties and responsibilities in compliance with standard operating procedures, Safety Quality Identity Potency Purity (SQUIPP), the Code of Federal Regulations (CFR), Occupational Safety and Health Administration (OSHA), the Food and Drug Administration (FDA), and all other applicable federal, state, and local entiPlan and implement employee award and recognition programs to honor milestone achievements, customer service excellence, and the accomplishment of national initiatives • Perform all duties and responsibilities in compliance with standard operating procedures, Safety Quality Identity Potency Purity (SQUIPP), the Code of Federal Regulations (CFR), Occupational Safety and Health Administration (OSHA), the Food and Drug Administration (FDA), and all other applicable federal, state, and local entities
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 gePlanning 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 geplanning 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 geplanning 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 geplanning 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 generation
Telecheck Services Inc., Houston • TX National Account Manager II 2008 — Present Instrumental in proposing and implementing plans of action to minimize client customer service issues.
Heart Foundation Chief Medical Adviser Prof Gary Jennings, uncle Ronnie Jones, National Aboriginal Health Unit Manager Daniel James and Health Outcomes General Manager Leonie Scott at the Reconciliation Action Plan launch
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