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Work Background
Blue Bench RecruitingExecutive Assistant
May. 2024Omaha, Nebraska, United States- Assists in the recruitment process by coordinating interviews, managing candidate communications, and maintaining recruitment databases.
- Oversees and prioritizes daily email correspondence for the executive, ensuring timely responses and effective communication.
- Maintains and updates databases for travel arrangements, ensuring accurate records and streamlined processes for travelers.
- Assists in managing social media accounts, including content creation, scheduling posts, and engaging with our travelers.
- Provides comprehensive administrative support, enhancing productivity and ensuring smooth operations within the executive’s office.
Sylvia's Pet ServicesOwner & CEO
Jan. 2024Omaha, Nebraska, United States- Walks 5-10 dogs weekly, providing exercise, socialization, and companionship.
- Offers personalized pet sitting and drop-in services, ensuring pets receive care and attention in their own environment.
- Provides professional poop scooping and waste removal services to help maintain clean outdoor spaces.
- Adapts services to fit client schedules, prioritizing convenience and peace of mind for pet owners.
- Builds strong relationships with clients through exceptional communication and a genuine love for animals.
Charles SchwabSenior Client Service Manager
Sep. 2023 - Jan. 2024Omaha, Nebraska, United States-Managed institutional retirement business totaling $7B+
-Fostered client relationships through precise operations and proactive consultations, driving business growth.
-Enhanced back-office efficiency, offering valuable solutions and resolving complex client issues.
-Collaborated internally for timely information delivery, compliance, and risk monitoring.
-Showcased strong operational and organizational skills, ensuring departmental compliance and risk management.
-Excelled in customer interaction, act as a team resource, and maintain professionalism with technical proficiency.
TD AmeritradeSenior Relationship Manager
May. 2021 - Aug. 2023Omaha, Nebraska, United States-Managed institutional business relationships totaling over $5.2B.
-Provided oversight reporting for clients on a weekly, monthly & quarterly basis.
-Coordinated conversion projects totaling $10M in assets.
-Improved efficiency between Service Team and end-client by overseeing transfers.
-Produced LEAN solutions for Self-Directed Plan Services.
-Continuous education within the Corporate Retirement financial sector.
TD AmeritradeSenior Trading Specialist, SDPS Institutional
Feb. 2020 - May. 2021Omaha, Nebraska, United States-Provided excellent customer service to corporate retirement and HSA clients
-Performed risk oversight by reviewing Options and Cash Debit operations reports
-Implemented new strategies by working on problem solving individually and with my team
-Continuous education within the Self-Directed Plan Services department
-Assisted team members with day-to-day questions
TD AmeritradeTrading Specialist
Sep. 2018 - Feb. 2020Greater Omaha Area-Provided excellent customer service to corporate retirement and HSA clients
-Responsible for mutual fund, equity and options orders via a Review/Release system
-Managed reports overseeing mutual fund systematic orders
-Implemented new strategies by working on problem solving individually and with my team
-Excelled in productivity in four continuous quarters within role
TD AmeritradeFinancial Services Representative
Aug. 2017 - Sep. 2018Greater Omaha Area-Provide reliable information to our clients regarding their accounts
-Introduced clients to TD Ameritrade products and services
-Utilized cross-selling to improve client experience
-Obtained Series 7 and 63 licenses
Equisure, Inc.Customer Service Sales Agent & Social Media Specialist
Feb. 2016 - May. 2017Aurora, COCustomer Service Agent in one of the United State's top Equine Insurance Agencies. I handled over $40,000 worth of customer accounts each month and maintained retention of over 80% each quarter. I also handled several social media platforms for the company such as LinkedIn and Facebook. I created content for both print advertising as well as social media campaigns. In the new business sector, I received and helped place appropriate insurance coverage for new clients as well as helping current clients with issues regarding their policies and processing endorsements and certificates of insurance.
Arabian Horse AssociationRegistry Services Intern
May. 2015 - Aug. 2015Aurora, ColoradoI processed horse registrations, transfers of ownership, semen certificate and embryo certificate requests and data sent into the Arabian Horse Association using programs such as Oracle. I also completed database management for work completed and did quality control for Horse Certificates before they were sent to new owners. I scanned rush batches every day and completed all batchwork in a timely manner.
Arabian Horse AssociationYouth Judging Contest Co-Coordinator
Oct. 2014 - Oct. 2014Tulsa, Oklahoma AreaMy responsibilities included:
• Collaboratively planning and executing the 2-day Youth Judging Contest which is held during the annual U. S. National Show. In 2014, the Youth Judging Contest attracted over 150 collegiate competitors from across the country.
• Conducting the contest on the ground.
• Developing marketing deliverables and advertising the contest through a number of media outlets, including social media venues such as Twitter and Facebook.
Arabian Horse AssociationMarketing & Communications Intern
Jun. 2014 - Aug. 2014Aurora, CODuring this internship, I was responsible for:
• Developing marketing strategies for the promotion of Arabian horses and events related to the breed.
• Drafting and revising press releases and social media briefs.
• Designing marketing deliverables.
• Collaborating with other members of the AHA Marketing team to create and execute a social media strategy.
Arabian Horse Association of NebraskaHorse Queen
Jan. 2012 - Dec. 2012NebraskaI was chosen to represent the Arabian Horse Association of Nebraska after going through a riding portion and interview portion of the Nebraska Queen Contest. I represented AHAN at a number of events, but most prominent was the Nebraska Horse Fair held in March of 2012. There I was able to connect with the other Horse Association Queens and network with Equine Professionals as well as be able to showcase my Half-Arabian mare in an Arabian demonstration.
Omaha's Henry Doorly ZooConcessions Cashier/Cook
Jun. 2011 - Jun. 2012Omaha, NebraskaDuring my tenure at the HDZ, I was responsible for:
• Utilizing remarkable customer service skills to provide zoo visitors with a memorable ice cream or other food meal.
• Managing the cash register, including end of shift/day count of the cash register drawer and report of the day’s receipts.
Prairie Gem StablesEquestrian Groom
Dec. 2010 - Aug. 2012Omaha, NebraskaMy responsibilities included:
• Grooming and tacking up 10+ horses for the Head Trainer and youth riders during Class ‘A’ AHA horse shows.
• Honing time management and collaboration skills.
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