Manager Executive Assistant
Resume:
MONA MCCONNELL
**************@*****.***
Director, Client Experience
An accomplished client professional with demonstrated expertise in connecting prospective clients and collaborative partners to drive business through developing a high volume of significant relationships, enhancing reputation development, and creating sustainable revenue opportunities. Deep and wide reach across all sectors, including finance, technology, health care, education, and manufacturing. Background includes robust business development strategies, lead generation, community and client relations, marketing and PR. Track record of success leading to brand recognition and client acquisition. Strategic team player with compassionate, participative management style and a keen ability to envision and create successful outcomes with complex visionaries and diverse viewpoints.
Pelley Group, dba Capital Investment Management, dba CIMCO Connects and CIMCO Cares, Denver CO, 2008 to present
Executive Assistant to the CEO/Managing Director (2008-2010), Marketing Manager (2011-2014), Client Relationship Manager with CIMCO Cares (2015-2017), Director Client Experience (2018-present)
Partnered with the CEO and executive team to identify, research, and evaluate potential business opportunities for this financial advisory group.
Sourced and qualified opportunities, both proactively and in response to executive leads, in a highly competitive economy.
Conceived, developed and executed strategic PR, marketing and business development initiatives resulting in visibility, leads, and client acquisition.
Managed client success efforts for Managing Director and community liaison events.
Coordinated public relations development of syndicated radio show and partnership.
Supervised CRM application for marketing drip campaigns.
Facilitated over 50+ elder/senior assistance seminars, as value add to clients and colleagues, and frequently presented.
Organized annual social enterprise events with nationally recognized guest speakers, sponsoring collaborators including ACG, FEI, TiE Rockies, NExT, CXO, Ashoka, DU, CU-Boulder, CSU, and local business thought leaders.
Demonstrated rebranding and corresponding positioning efforts for the company’s marketing transition.
Developed robust systems to ensure compliance standards and generally accepted policies and cost and quality procedures.
Recruited, hired, and trained team members.
Insight Financial Group, Denver CO, 2005 to 2008
Operations Manager
Reported directly to President & CEO
Delivered operational and administrative support to this commodity brokerage firm with an excess of 100 actively trading clients.
Executed 90% of daily trades and corresponding reporting.
Maintained compliance and quality systems documentation and led all internal and external audits.
CISCO Systems, Englewood CO, 2000 to 2004
Project Manager – NSF-ISR
Managed 500+ third-party quality improvement program audits for CISCO’s Platinum, Gold and Silver channel partners; coordinated multiple audit teams through 5 business theaters (US, Canada, Latin America, Japan, and Asia Pacific); assisted with auditor travel, VOIP video conferencing, and logistical efforts between channel partners and the CISCO team, remotely from Denver, primarily through email and text.
Reviewed and submitted all audit report findings, specifically for clarity and relevancy to the ISO and environmental standards for cost and quality improvement.
Realized significant cost savings and increased efficiency by consolidating this supporting position from three PMs to one.
Field Sales Administrator-Federal Division
Provided administrative support by managing multiple regional and account managers with calendaring, travel, and daily document reporting from the Denver office.
Organized and presented at several federal networking conferences regarding POS operations and products, and compliance procedures.
Received the coveted “Fire Hose” award at the NY regional conference.
Relevant Experience
CoBank, Denver, CO EA supporting 3 divisions; Alternatives, IT, Agribusiness
Bureau Veritas Quality International, NA, Lakewood, CO, Divisional Operations Manager
Rocky Mountain Medical Group, Occupational Management, Inc., Englewood, CO Marketing Manager
Band-It – IDEX, Denver, CO, Executive Assistant to the CEO
LBA & Associates, Denver, CO, Marketing Manager reporting to founders; CEO and COO
BENTEK, Denver, CO, Market Analyst
Occidental Petroleum, Island Creek Coal Division, Market Analyst supporting FP&A and Engineering
University of Kentucky, Evening Instructor
Education
Certified Wealth Strategist training with Cannon through First Allied Services, San Diego, CA
B.A., Business Education, University of Kentucky, Lexington, KY
Proficient in numerous CRM systems; Redtail, Salesforce, BillGoodMarketing, Goldmine
MS Suite: Proficient with Outlook, Word, Excel; Competent with MS PowerPoint, MS Project
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