Experience

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  Kohl's

  Aug 2005 - Jun 2007

  Regional recruiting manager

  Directed recruiting activities at a regional levelConducted information sessions at external recruiting events to engage with candidates and to provide details on current job openings and company cultureIdentified qualified job candidates and served as a liaison throughout the interview/hiring processFacilitated training sessions and developed overview material for new employees Partnered with Human Resources to place employees in appropriate roles and helped facilitate on-boarding activities Show less

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  Vanguard

  Feb 2010 - May 2014

  Assisted clients with asset consolidation and carried out large fund transactionsServed as a primary point-of-contact for full-service and self-directed customersMaintained a book of business to facilitate asset transfers and engage in proactive follow-upMentored new associates and helped develop key department training modules/proceduresKey contributor to a variety of department initiatives and special projects Served in a consulting role to analyze the Vanguard Business Development Group Sales Model and recommend program improvementsDeveloped and implemented a coaching plan to improve the overall performance of sales associates, including enhancement of consultative selling skillsFormulated trending reports and communicated findings to senior management

  • Investment Specialist/Consultant

    Jun 2007 - May 2014

  • Quality Administrator Internship

    Feb 2010 - Mar 2011
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  Solium

  May 2014 - May 2015

  Relationship manager

  Served as the primary liaison between the company and external clients with responsibility for fostering a two-way dialogue to maintain healthy and productive business relationshipsEngaged with clients to proactively address their concerns ensuring timely completion of projectsHeld consultative conversations to assess client needs and probe for additional business opportunitiesFacilitated client training sessions when applicable through Web-Ex, classroom and on-site events

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  Lytx, inc.

  May 2015 - Mar 2017

  Client account manager

  Identified client business goals and implemented strategic planningDefined KPI's for clients and supported efforts to obtain agreed-upon targets/goals Managed both internal and external relationships and served as mediator to overcome obstaclesAssisted in product implementation and roll-out while strengthening relationship(s) with client(s) Assisted in inventory management and ensured product availability for program roll-out Facilitated training through Web-Ex, classroom and on-site presentations Built reports and presented to management as determined by business reviewIdentifed new business opportunities and present solutions accordingly Show less

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  Bank of america

  Jul 2017 - May 2019

  Project Manager for Corporate Merchandising TeamAccountable for initiative support, coordination, robust analysis and communicationsProvided support to senior management, partnering with Product and Channel teams to drive executionPartner with the Merchandising/Marketing teams throughout the construction and renovation process of Financial CentersReviewed RFP's from potential new vendorsFacilitated conflict resolution between internal/external business partnersReal time process improvement to ensure quality standards are maintainedOngoing management of vendor relationships Show less

  • Assistant Vice President, Relationship Manager

    Mar 2018 - May 2019

  • Assistant Vice President, Merchandising

    Jul 2017 - Mar 2018
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  Keller williams realty, inc.

  Mar 2018 - May 2019

  Licensed realtor
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  Svn | blackstream

  May 2019 - Aug 2020

  Commercial real estate advisor

  Focusing on Retail Leases and Owner/Tenant RepresentationDemonstrate value by re-positioning assets in the market as neededFoster relationships with both real estate associates and professional vendorsProvide comprehensive analysis of properties for both buyers and sellers

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  Sunnon property management

  Apr 2020 - Sept 2021

  Business development/ property manager

  Prospect and on-board new property management clientsFacilitate in-home and virtual consultations Prepare in-depth rental analysis to determine appropriate pricingAssist with new client on-boardingAssist with property management roles as needed

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  Lytx, inc.

  Oct 2021 - now

  Senior client success manager

  Senior Account Rep. providing services to one dedicated clientIdentify client business goals and implement strategic planningDefine KPI's for clients and support efforts to obtain agreed-upon targets/goalsManage both internal and external relationships and serve as mediator to overcome obstaclesAssist in product implementation and roll-out while strengthening relationship with clientAssist in inventory management and ensure product availability for program roll-outFacilitate training through Web-Ex, classroom and on-site presentationsCreate and interpret reports and present to client as determined by business reviewIdentify new business opportunities and present solutions accordingly Show less