Networth Financial GroupClient Relationship Liaison | (Contract)
Jan. 2023 - Apr. 2023Washington, District of Columbia, United StatesServed as right-arm to CEO and President responsible for providing operational/administrative support; client
relationship-building; and process infrastructure refinement for successful 30-year-old company. Served as key contact and client liaison for both the CEO and President: ◦ Responsible for client
relationship management for close to 400 individual and business clients ◦ Analyzing client needs/
data to provide enhanced client engagement, solutions and process improvement.
• Implemented upgraded technology and systems to bridge the technical gap: ◦ Conducted process
improvement assessments to identify company’s technology needs ◦ Researched/vetted best options
and presented them to senior team.