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Work Background
Administrative Assistant
Law Offices of Elizabeth MacedonioAdministrative Assistant
Mar. 2023 - Mar. 2024• Managed client communications, case files, legal documentation, and administrative operations; served as the primary point of contact for client intake and ongoing case support. • Maintained strict confidentiality while supporting business continuity and client relationship management across multiple active matters.
Sales Service Representative
State FarmSales Service Representative
Sep. 2022 - Mar. 2023• Delivered personalized insurance recommendations across auto, home, and life; identified cross-sell and upsell opportunities to support branch business development goals.
Service Assistant
New York Life (Office of Susan Edwards)Service Assistant
Feb. 2022 - Sep. 2022• Drove client engagement and policy retention through proactive outreach, policy reviews, and relationship-building across a growing book of business. • Handled correspondence, recordkeeping, and client communications to support sales growth and service excellence.
Client Services Representative
Janney Montgomery Scott LLCClient Services Representative
May. 2021 - Jan. 2022• Supported BD efforts by onboarding new clients, executing equity trades, and managing ongoing account relationships with a focus on retention and long-term engagement. • Communicated complex financial information clearly across phone and digital platforms.
Client Services Representative
Fidelity InvestmentsClient Services Representative
Aug. 2018 - May. 2021• Managed high-volume inbound client interactions, converting inquiries into account openings, product enrollments, and trade execution. • Leveraged CRM tools to track activity, identify growth opportunities, and support retention across a broad client base.
Restaurant Manager
The Club ContinentalRestaurant Manager
Feb. 2014 - Aug. 2018• Led 20+ staff in delivering exceptional guest experiences; drove revenue through event coordination, member relationship management, and operational improvements.
Assistant Manager
Carino RistoranteAssistant Manager
Oct. 2012 - Dec. 2013• Oversaw daily operations including staffing, inventory, and scheduling; managed bookkeeping and reconciliation to support business performance tracking.
Administrative Assistant
Law Offices of Steve ZissouAdministrative Assistant
Jun. 2009 - Oct. 2012• Managed client intake, multi-platform communications, document filing, and case support; served as key point of contact for client relationship management.
Sales And Leasing Consultant
Star Subaru of BaysideSales And Leasing Consultant
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