Katie Perkinson

Experience

• 

  St. Barts Yachts

  Jul 2006 - Jan 2015

  Logistics Coordinator and Office Manager

  I coordinated the delivery of new yachts through US Customs and scheduled the deliveries of the boats to the Caribbean with Delivery Skippers and Crew. I managed the calendar of the President, assisted the accountant, and worked directly with clients in the scheduling of boat repairs. I implemented regional marketing endeavors by the brands that we sold. Social Media and event coordination also became roles I took over during my career at St. Barts Yachts.

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  Affluence Financial Group

  Feb 2015 - now

  Client Service Manager

  My role is to support three financial professionals in strengthening and servicing their practice. I work directly with clients in implementing their Personal Financial View Websites through eMoney. I am responsible for all marketing and client appreciation events. A large part of my day to day is review preparation including insurance audits, Envestnet reporting and wealth management values from various systems (eWealthmanager, DST Vision, MMLIS etc.) for our existing clients. Current CRM experience includes Goldmine, Smartoffice, Salesforce and Advisor360. Software proficiency with Zoom, Calendar Scheduling, Docusign Systems, Google Suite, Microsoft Suite and Adobe. Show less