Jefferson Falk

Experience

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  North Bowie Farming LLC

  Jan 2018 - May 2018

  Marketing & Client Coordination Intern

  • Led the contact and coordination of clients with $1,000,000 or more in invested assets.• Assisted in marketing and advertising promotional activities through email and phone.• Met with current and potential clients, and toured them around the farm and surrounding Bowie area.• Wrote professional biographies of new employees.

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  America's SBDC of Northwest Jersey

  Jun 2018 - Sept 2018

  Specialty Advisor

  • Manually input client tax information into QuickBooks.• Assisted in counseling small business owners on improvements with daily operations, finances and marketing/advertising.• Led marketing and advertising activities by use of email and social media platforms.

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  Keystone Real Estate Group, LP

  Sept 2018 - Aug 2019

  Head Marketing Intern

  • Co-vend with local businesses to donate goods such as merchandise, gift cards and food to Apartment Store hosted events.• Assist in extensive marketing campaigns by collecting quantitative and qualitative data on competition.• Utilizing social media platforms such as Facebook and Instagram to advertise The Apartment Store.• Assisted the Foreman in the completion of Keystone's newest property, "The Bellaire".

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  Institute for the Study of War

  Jan 2020 - Aug 2020

  Business Development Intern

  • Directly assist ISW’s President Dr. Kimberly Kagan and the Development Director in implementing our development initiatives and strategic partnerships. • Assist with the mission-critical tasks of developing potential strategic partnerships. • Researched potential new institutional partners; drafted communications to prospective and current donors.• Generated new marketing materials.• Built and maintained ISW's donor network database.• Utilized CRM to maintain ISW's donor network database.• Directly assisted ISW’s President Dr. Kimberly Kagan and the Development Manager in implementing development initiatives and strategic partnerships.• Performed grant underwriting and research to obtain funding from NGOs.• Attended high-level briefings and events across Washington D.C.• Created and shared intelligence reports regarding American military situations in conflict zones. Show less

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  District Offices

  Aug 2020 - Jan 2021

  Operations Manager

  ▪ Managed day-to-day operations, including supervision and assignment delegation.▪ Led and supervised personnel to achieve established goals such as timely preparation and dissemination of invoices.▪ Boosted company efficiency through technology upgrades and process improvement which lead to accurate accounts receivable reports and decreased manual payment processing.▪ Enhanced operational efficiencies to further implement best practices for client retention and client success.▪ Supported and deployed software, equipment, and product training. Acted as the main advocate on behalf of clients post-implementation, capturing feedback and handling escalations.▪ Used company troubleshooting resolution tree to evaluate technical problems while leveraging personal expertise to find appropriate solutions.▪ Managed multiple projects simultaneously while maintaining strict attention to detail.▪ Attended seminars to present to the team and create in-office plans.▪ Liaised with clients, management, and sales team to better understand client needs and recommend appropriate solutions.▪ Assisted clients with needs such as opening accounts, making payments, updating details, and signing up for new services.▪ Managed client agreements and invoices. Prepares, posts, and reviews ad-hoc charges. Maintains and oversaw accounts receivable for the upcoming month through Operate.▪ Produced detailed and relevant collections reports for meetings with President and COO.▪ Coordinated moves and maintenance with property management and outside vendors. Show less

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  HyperFast Agent

  Jan 2021 - Sept 2021

  Brand Coordinator

  •Directly worked with co-founders Dan Lesniak and Keri Shull to implement strategies to grow and scale the HyperFast brand and generate revenue.•Assisted clients with the implementation of growth strategies suggested by industry experts.•Maintained social media pages and directly helped grow the HyperFast Podcast to record high engagement numbers.•Conducted regular audits to help track company finances, even acquiring $60k in missing revenue.•Conducted market research and studied the ever-dynamic business trends.•Identified cross-functional pain points within internal programs and workflows, with the ability to provide insight on how we can operate with more efficiency.•Liaised with various outside agencies and vendors.•Managed events logistics - from event lists, invites, and registrations, scheduling, vendor management, printed materials, and merchandise, ensuring speaker and moderator readiness.•Secured sponsors and partnerships to help promote events through new and existing distribution channels.•Managed affiliate partnerships. Show less

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  Equinox

  Nov 2021 - Sept 2024

  Manager on Duty: Front Desk

  •Assist Front Desk Manager in hiring, training and supervising staff.•Professionally greet members and guests.•Answer phones in a professional manner and provide members and prospects with information on the gym and or their account.•Update members’ account information.•Maintain an orderly lobby area.

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  Association of American Medical Colleges (AAMC)

  Feb 2022 - Jan 2023

  Associate Director - Group of Student Affairs

  •Managed department schedule by maintaining calendars for department personnel andarranging meetings, conferences, teleconferences, and travel.•Worked directly with the Director of Student and Educational Affairs to organize, plan& execute large-scale events as well as note-taking and sharing with leadership.•Managed the Postbaccalaureate database by collaborating with university program directors.•Oversees administrative policies and procedures for the Group of Student Affairs office•Edited web content on the GSA webpage via Drupal Open Source CMS. Show less

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  American Educational Research Association

  Jan 2023 - Sept 2024

  Consultant - Program Associate

  •Checked that financial reports and records are accurate and reliable and ensured that assets are protected.•Identified if and where processes are not working as they should, and advised on changes to be made.•Prepared reports, commentaries, and financial statements.•Planned and organized meetings, including coordinating with stakeholders, identifying venues, selecting catering options, and managing logistics.•Managed the budget for meetings, ensuring that expenses stay within budgetary limits and that all costs are accounted for.•Negotiated contracts with vendors, including venue owners, catering services, and other service providers.•Supervised staff involved in the planning and execution of meetings, including administrative assistants and support staff.•Coordinated schedules for all stakeholders involved in the meeting, including attendees, speakers, and vendors.•Implemented technology solutions to facilitate meetings, including video conferencing, remote presentations, and other tools that enable remote collaboration.•Identified and mitigated risks associated with meetings, including potential security threats, technology failures, and other disruptions.•Evaluated the success of meetings and analyzing the data collected to determine areas for improvement and make recommendations for future meetings.•Ensured that meetings comply with relevant regulations, including data protection and privacy laws.•Communicated with stakeholders, including attendees, vendors, and management, to ensure that everyone is informed and up-to-date on meeting details and progress. Show less

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  Stephen Whisnant Strategies, LLC

  Sept 2024 - Jan 2025

  Business Development Consultant

  •Managed multiple fundraising portfolios for nonprofit organizations, developing tailored strategies to meet revenue goals.•Conducted in-depth research on potential donors, including individuals, corporations, and foundations, to identify high-value fundraising opportunities.•Prepared detailed agendas and documented action items during weekly meetings with clients, ensuring consistent follow-ups and task completion.•Developed and proposed strategic initiatives to enhance client messaging and improve fundraising outcomes.•Crafted compelling donor outreach content and proposals, enhancing engagement and conversion rates.•Provided comprehensive consulting services, including market analysis, donor segmentation, and campaign planning for diverse nonprofit clients.•Analyzed financial and operational data to recommend process improvements, enhancing efficiency and fundraising success.•Established and maintained strong relationships with clients, fostering trust and long-term partnerships. Show less

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  Freddie Mac

  Jan 2025 - now

  Financial Accountant

  •Processes daily pay cycles, ensuring all controls are followed.•Maintains proper controls and monitoring of key expense management processes for employee expense reimbursements.•Works closely with Corporate Compliance and the Business Areas on providing guidance on questions and interpretations of Freddie Mac policies.•Performs pre-pay audits of employee expense submissions.•Ensures compliance with all controls associated with business and travel expenses.