Sep 2019 – Mar 2020 · 6 mos · Loveland, Colorado

• Manage appointment setting with all clients – new client appointments, annual reviews, and portfolio guidance.
• Communicate with clients to confirm correct and updated contact information, beneficiaries, trusted contacts, and bank information.
• Prepare new account, rollover, and transfer paperwork for clients to sign.
• Prepare marketing magazine advertisements.
• Complete client requests for account deposits, transfers, wires, and check requests.
• Coordinate offsite seminars.

Aug 2016 – Jan 2019 · 2 yrs 5 mos

• Manage the M&E, OM, and Cross-Charge budget for Fort Collins Tape Automation and Boise Teams. This includes submitting orders, order tracking, invoice tracking and issue management, pulling Yotta budget reports, and submitting quarterly accruals
• Assist program managers with part number classifications, shipment/tracking issues, weekly Program Management Portal Reports, etc.
• Manage and complete Technician requests for equipment installations, moves, recycles, and fixes
• Support site and organizational committees including EET (Employee Engagement Team), Charitable Giving Committee, and ECF (Employee Culture Forum)

Sep 2012 – Aug 2016 · 3 yrs 11 mos

• Manage the Machinery & Equipment, Operating Material, and Cross-Charge budget for Fort Collins Tape Automation and Boise Teams. This includes order submittals, order tracking, invoice tracking, investigate invoice issues with AP, pulling weekly/monthly/quarterly Yotta budget reports, and quarterly accrual submittals
• Assist program managers with program budgets, creating program slide presentations, core/pac program approvals, adding audited documents and approvals to Program Management Portal SharePoint, part classifications, shipment/tracking issues, sending out weekly Program Management Portal Reports, etc.
• Support site and organizational committees including EET (Employee Engagement Team), Charitable Giving Committee, and ECF (Employee Culture Forum)

Jan 1999 – Jan 2012 · 13 yrs

• Support HP Storage Director, managers, and direct report employees at 30 - 100+ at any given time
• Asset Inventory Coordinator with 1% or less write-off for last 5 years I completed the inventory
• Fort Collins Charitable Giving Campaign Online Auction Coordinator for the last 13 years raising more than $4000 each year
• Manage access and add content as needed to team and program SharePoints
• Developed the process for ordering, tracking, and managing supplies for group of 200+ people and keeping under $1500 monthly budget
• Gathered information from Business Warehouse financial application and manipulated data in Microsoft Excel along with learning Yotta Financial Reporting tool
• Records Retention Coordinator for Research and Development Lab
• Utilized appropriate ordering procedures to process internal, external, contingent worker, and blanket purchase orders
• Coordinated logistics for yearly/semi-yearly sales training, Quarterly Face-to-Face Staff Meetings, Quarterly Nearline Solutions Webcast Events, etc
• ­ - room reservations/set-ups, give-away items, document/agenda preparation, catering, dinner reservations, etc
• Assisted in planning of events for organization and site with local assistant team
• ­ Professional Assistant Day Event, Holiday Parties, OctoberFest, Summer Picnics/Events
• Completed miscellaneous daily tasks including shipping, room reservations, calendar requests, travel scheduling, and EEM (Employee Expense Management) reports

Jan 1995 – Jan 1999 · 4 yrs