Susan Hammer

Experience

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  Smith Barney

  Jul 1991 - Dec 1993

  Registered Sales Assistant

  Assisted financial advisor by providing service to clients, serving as a first point of contact to new and existing clients. Built and maintained client loyalty by employing effective communication skills, expertise and credibility between clients and advisors. Used resources to promote investment services and develop new business. Acted on behalf of the financial advisor in his absence processing trades and handling client requests. Created client presentation materials; including literature, financial reports, mailings and other appropriate communications. Registered Series 7 & 65 Show less

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  Dijak Wealth Management Group, Hilliard Lyons & Raymond James

  Sept 2007 - Jan 2011

  Registered Sales Assistant

  Assisted financial advisor by providing service to clients, serving as a first point of contact to new and existing clients. Built and maintained client loyalty by employing effective communication skills, expertise and credibility between clients and advisors. Used resources to promote investment services and develop new business. Acted on behalf of the financial advisor in his absence processing trades and handling client requests. Created client presentation materials; including literature, financial reports, mailings and other appropriate communications. maintained client database using the Bill Good Marketing Software System. Registered Series 7 & 65 Show less

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  Bolger + Battle

  Jan 2011 - May 2014

  Office Manager/Human Resources Manager

  Responsible for the day-to-day operations of agency’s 30+ employees and facility. Managedaccounts receivables and payables, monthly invoicing, time keeping, budgets and economic forecasts. Implemented new programs and processes to drive productivity, while increasing client and employee retention. Ensured project deadlines were met by tracking work through creative and writing process; provided solutions when problems surfaced.Human Resources ManagerOversight for all recruiting and staffing; performance management; employee development and training; policy development and documentation; employee relations and benefits. Member of the Management Team. Show less

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  Capstone Financial Advisors

  Sept 2014 - May 2017

  Office Manager

  Managed firm’s Client Service Representatives providing leadership, training and performance management. Developed, implemented and trained staff members on improved workflows as firm’s CRM technical expert, resulting in adoption and increased productivity. Processed firm’s monthly payroll and supported benefits administration and performance management. Contributing Member of the Operations Team.

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  Wilcox Financial/Sports Management

  Nov 2017 - Feb 2019

  Executive Assistant To Chief Executive Officer

  Provided high-level and confidential support to CEO completing a variety of executive level tasks. Managed extensive domestic/international travel arrangements utilizing commercial and private aviation. Organized all-encompassing client meeting logistics, board meeting materials and coordinated staff meetings and events.

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  MAI Capital Management, LLC

  Feb 2020 - now

  Executive Assistant