Marie Weitzman

Experience

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  Virginia Stage Company

  Jun 2010 - Aug 2010

  Development Department Intern

  • Wrote press releases, as well as letters to business owners and current patrons• Conducted research and marketing efforts to seek new donors• Created and updated mailing lists

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  Albano Cleaners

  Jun 2011 - Aug 2011

  Customer Service Representative

  • Facilitated drop off and pick up of customer clothing• Provided inventory control and cash control

• 

  Albano Cleaners

  Jan 2012 - Jun 2013

  Social Media Administrator- Freelance Position

  • Created and sustained social networking pages and Google Places pages• Developed blog, including drafting posts, filming videos, creating theme music, editing videos and photos for posts

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  Boston Symphony Orchestra

  Jun 2012 - Aug 2012

  Tanglewood Friends Office Assistant

  • Responded to and resolved donor questions, comments and concerns• Updated donor accounts in Tessitura• Assisted with donor ticketing and mail merges

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  Elisa Dreier Reporting

  Dec 2012 - Jun 2013

  Administrative Assistant

  • Maintained client accounts and account updates in CRM database• Assisted with hiring, including posting jobs, reviewing resumes and conducting initial phone interviews • Sent mass marketing emails and maintained inventory of marketing materials• Provided backup and assistance to quality control, scheduling and sales departments

• 

  Life and Wealth Planning, LLC

  Jun 2013 - Aug 2015

  Client Services Administrator

  • Initiated and developed new marketing concepts focused on client appreciation and referral growth; launched social media for the firm• Prepared advisors for meetings with clients by ensuring systems are updated, prepared meeting notes and paperwork; tracked completion of account creation and modification • Facilitated vendor relationships, tracked licenses, paid invoices and purchased office supplies

• 

  Longwave Financial, LLC

  Aug 2015 - Dec 2016

  Operations Manager

  • Managed client service model, including client segmentation and servicing tiers, client communications and scheduling• Interviewed, hired, trained and managed firm interns and new associate• Coordinated with advisors to implement firm calendar of important deadlines and major projects essential to workflow *Formerly Life and Wealth Planning

• 

  Bone Fide Wealth, LLC

  Dec 2016 - now

  Vice President