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| | Click here or scroll down to respond to this candidateCandidate's Name 1 of 2PHONE NUMBER AVAILABLEEMAIL AVAILABLEEducation Bachelors of Arts, AdvertisingStephen F. Austin State UniversitySkills Strong presentation and communication skills; Ability to distill complex ideas into powerful messaging and meetpeople where they are in their technology know-how; Strong customer empathy; Proven ability to work effectively both independently and in a team based environmentWork ExperienceAssociate Financial Representative Jan. 2022- Present Northwestern Mutual Plano, TXOwn end to end onboarding process for assigned employees and agents including change management, implementation, integrations, training, usage, and adoption; Track employee progress through meetings Client Service Associate Jan. 2020-Jan. 2022Fisher Investments Plano, TXAligned internal departments with clients to ensure client requests were fulfilled; Enthusiastically and clearly communicated with clients to identify and address needs; Crafted training materialSupport Specialist Sept. 2019-Dec. 2020Fusion Labs Dallas, TXCoordinated and hosted trainings with clients for software demonstrations; Ensured updates to new procedures were clearly communicated and implemented; Hosted trainings for new employees on usage and adoption of software programsConsignment Coordinator Sept. 2017-Aug. 2019Heritage Auctions Dallas, TXClearly communicated with clients over art condition reports; Proactively ensured property was up to standards; Met with clients to ensure satisfaction; Utilized digital programs to catalog art and audit consignments Sales and Marketing Assistant Feb. 2017-Oct. 2017Housingwire Irving, TXConducted remote presentations; Reached out to prospective clients; Managed website and daily newsletter; Crafted digital ads Candidate's Name 2 of 2PHONE NUMBER AVAILABLEEMAIL AVAILABLESales and Marketing Coordinator Aug. 2016-Feb. 2017 Delta Media Grapevine, TXResearched competitor products and services; Ensured databases were correctly configured to reflect creative projects and critical dates; Implemented social media marketing strategy; Managed calendar and meeting logisticsOperations Coordinator 2013-2016DriveTime Fort Worth, TXManaged and reviewed invoices, budget reports, and calendars; Acted as liaison to align state departments and business; Assisted sales team with prices and quotes |