Kathy Reese

Kathy Reese

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Followers of Kathy Reese540 followers
location of Kathy ReesePortland, Oregon, United States

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  • Timeline

  • About me

    Lead Case Manager 1 - Multnomah County

  • Education

    • Bassist College

      -
      Associate’s Degree Retail Management A-

      Specialized private college carrying a full load of nine classes per semester.

    • Insurance Institute of America

      -
      Accredited Advisor In Insurance (AAI) Insurance
  • Experience

    • KOIN-TV

      May 1997 - Jan 2008
      Columnist

      Researched and wrote the bi-weekly wine column for KOIN.com.

    • Bacchus Fine Wines

      Feb 2004 - Apr 2012
      Wine Sales

      ■ Sales of fine wines and Riedel Crystal products to both retail and on premise accounts ■ Maintained accounts as well as prospecting new ones ■ Increased sales from $75,000 per year in sales to $695,000■ Qualified for many incentives, over the years, including trips to Argentina, Chile and Italy

    • Cordon Selections

      Nov 2011 - Jan 2013
      Sales

      ■ Developed and maintained wine placements in retail and restaurant accounts■ Worked with local retail chains to submit new items and update current items■ Used innovative ways to open new accounts as well as new ideas for current business■ Planned and executed events for buyers■ Created and maintained the Oregon office Facebook page

    • Vehrs Distributing

      Jan 2013 - Jul 2016
      Oregon Sales Manager

      ■ Managed a team of eight sales representatives in western Oregon and Bend.■ Worked closely with suppliers to plan for yearly sales goals, incentive programs, market visits and events.■ Chain calls to New Seasons and Zupans.■ Handled 20 key accounts.■ Brought eight suppliers to the portfolio - Quady North; Quady California; Left CoastCellars; Cliff Creek; The Other Guys (Three Badges); Domaine Trouvere; Vias Imports,Don Carlo Vineyards.■ Brought 8 accounts with me, adding $100,000 in sales revenue.■ Planned, and executed, special events (trade shows, consumer events).■ Responsible for Chain Account calls for New Seasons, Zupans and Roths■ Successful placement of ad items and large displays■ Key account responsibility - the largest of which was the number 1 on-premise account for Vehrs, in Oregon with 23 glass pours resulting in sales of $45,000 annually■ Work closely with event planning companies, and caterers, to increase sales of Riedel stemware and wine for special events■ Managed office operations and administrative assistant■ Created the social media sites for Vehrs Oregon on Facebook and Pinterest■ Led local office safety committee Show less

    • Neighborhood Emergency Team (NET)

      Jan 2016 - now
      Team Leader/Project Manager

      ■ Experience in disaster preparations for home and business■ Collaborate with local government officials■ Chairman/Project Manager for semi-annual Citywide Deployment Exercise encompassing over 350 individuals who are presented with a disaster scenario and are tasked with making a plan to respond within their neighborhoods ■ Spoke at Habitat For Humanity Safety Day for 75 of their clients■ Manage thirty volunteers by tracking volunteer hours; providing monthly disaster planning exercises; certify volunteers continuing education modules. ■ Trained in search and rescue■ Member of Speakers Bureau■ Basic First-Aid CPR Certified■ Inventory control of team supplies■ Fundraising for monetary and physical donations to team supply cache■ Team Leader Guidebook Committee member (three person committee) Show less

    • Saffron Fields Vineyard

      Aug 2016 - Jul 2017
      National Sales Manager

      One of Yamhill-Carltons finest vineyards producing world class Pinot Noir and Chardonnay.■ Secured and managed wholesalers in sales goal attainment, pricing, marketing, sales incentives and consumer sales assistance. Secured new distribution in three states, with four more in que.■ Conducted staff training for wholesale staff as well as on-premise and off-premise staff■ Set growth plans by market■ Established and monitored sales goals and quotas for distributors■ Directed and monitored distributors’ retail and restaurant distribution - increased wholesale distribution sales within Oregon by 940%■ Negotiation of pricing with wholesale distributors Show less

    • Multnomah County

      Sept 2018 - now

      ■ Provide training and development of staff/new hires, delegating workflow and managing ongoing team performance, serve as resource for constantly changing processes and technologies, and issue resolution.■ Educate clients of benefits, and monitor client/consumer’s services, and interpret/apply state and federal guidelines to determine benefit eligibility and generate accurate benefits. ■ Performs annual financial reviews to determine consumer’s ongoing eligibility, or benefit termination.■ Effectively communicate with client/consumers and care providers, representing diverse backgrounds and cognitive capabilities.■ Navigate client crisis situations by assessing risk and referring to appropriate services.■ Maintain and update team web page, Google Drive and Smartsheets. Show less ■ Manage an ongoing caseload to determine continued eligibility and accuracy of benefits within a specified time frame; record pertinent information, process monthly reporting forms, maintain case records, compute overpayments, and respond to client inquiries.■ Interview Medicaid and Food Stamp applicants, recipient's relatives, guardians, and/or their representatives to determine, document initial and ongoing eligibility, financial needs in accordance to Federal and State guidelines; screen for possible unmet needs such as health care and social service needs; conduct field interviews with clients who are unable to come to the office.■ Complete required documentation and benefit-generating actions; follow up with collateral contacts when necessary to obtain required information and to ensure that cases are in compliance with Federal and State regulations.■ Complete re-determinations of eligibility for Medicaid and Food Stamp programs by review date and as necessary due to change in financial or medical status; assess completed forms for accuracy; document income, resources, and client situation on required forms.■ May perform services for clients such as housing referrals, developing stable housing plans, and medical transportation. Make referrals for services to ongoing case management when appropriate. (move to paragraph directly below)■ Identify clients who may benefit from other services available from this agency and make appropriate referrals for community resources. Work with more senior level professional staff to provide or arrange miscellaneous medical, health care, financial, and social services for individuals with complex psycho- social and/or medical problems requiring ongoing assistance and/or services.■ Provide ongoing support to clients and their families; serve as advocate for clients with managed health care plans to ensure medical needs of clients are served. Show less ■ File Management observing HIPAA■ Provide excellent customer service to county residents at front desk■ Process customer payments and invoices■ Enter and maintain databases in statewide EDMS system■ Intake of care provider reports■ Process care provider time cards■ Backup for switchboard operator■ Excellent time management skills as the workload is shared in two and a half hour increments■ Inventory control■ Maintain quality control of supplies, documents and set up of eight interview rooms■ Serve as the Notary Public for the N/NE Branch office■ Training of new employees■ Member of six person Safety Committee■ Mail auditing■ Voucher Worker of the Day (assisting home care workers with payroll questions)■ Process case transfers between branch offices Show less

      • Team Lead - Case Manager 1

        Jan 2022 - now
      • Case Manager 1

        Mar 2020 - Jan 2022
      • Office Assistant II

        May 2019 - Mar 2020
      • On-Call Elections

        Sept 2018 - Mar 2020
  • Licenses & Certifications

    • Traffic Control Flagger - Oregon Work Zone Traffic Control Certification

      Chemeketa Community College
      Oct 2017
    • Notary Public

      State of Oregon
      Jan 2018
  • Honors & Awards

    • Awarded to Kathy Reese
      2018 Challenge Coin Portland Bureau of Emergency Management Jun 2018 One of seven out of 1800 volunteers to be recognized for work and contributions to the Neighborhood Emergency Team program as well as Friends of Portland NET in 2018.
    • Awarded to Kathy Reese
      Insurance Professional of the Year National Association of Insurance Women - Ins Women of Portland May 1993
    • Awarded to Kathy Reese
      Insurance Professional of the Year National Association of Insurance Women - Insurance Association of Mt. Hood May 1992
    • Awarded to Kathy Reese
      Insurance Woman of the Year National Association of Insurance Women - Insurance Association of Mt Hood May 1987
    • Awarded to Kathy Reese
      Rookie of the Year National Association of Insurance Women - Insurance Association of Mt Hood May 1981
  • Volunteer Experience

    • Various

      Issued by National Association of Insurance Women
      National Association of Insurance WomenAssociated with Kathy Reese
    • Volunteer

      Issued by House of Dreams on Apr 2010
      House of DreamsAssociated with Kathy Reese
    • President

      Issued by Homeowners Association on Oct 2004
      Homeowners AssociationAssociated with Kathy Reese
    • Volunteer Responder - Team Leader

      Issued by Portland Neighborhood Emergency Team (NET) on Mar 2016
      Portland Neighborhood Emergency Team (NET)Associated with Kathy Reese
    • Participating Member/Emergency Preparedness Committee member

      Issued by East Portland Action Plan on Mar 2018
      East Portland Action PlanAssociated with Kathy Reese
    • President

      Issued by Friends of Portland NET on Jan 2018
      Friends of Portland NETAssociated with Kathy Reese
    • Budget Advisory Committee

      Issued by Portland Bureau of Emergency Management on Jan 2019
      Portland Bureau of Emergency ManagementAssociated with Kathy Reese
    • Citizens Budget Advisory Committee

      Issued by Portland Fire & Rescue on Nov 2017
      Portland Fire & RescueAssociated with Kathy Reese
    • Board Member

      Issued by FRIENDS OF PORTLAND FIRE & RESCUE on Nov 2020
      FRIENDS OF PORTLAND FIRE & RESCUEAssociated with Kathy Reese