Kathleen Toschi

Sacramento, CA ***** • ac8jtv@r.postjobfree.com • 916-***-**** • LinkedIn: Kathy Toschi

Investment Advisor

Dynamic, refined leader offering more than 15 years of broad-based experience.

— Key Qualifications —

Articulate, engaging communicator; skilled at customer development, coordinating with staff across departments and interfacing with key stakeholders to discuss project needs and develop strategic, targeted plans.

Adept in identifying potential issues and implementing cost-effective solutions within regulated environments.

Successful track record managing multiple projects with shifting priorities, requiring keen attention to detail, excellent organization, and an analytical mindset.

Instrumental in streamlining transaction-based tasks and developing written communications to ignite national support, improve processes, and elevate projects.

Thorough technical proficiencies with a range of development tools; comprehensive understanding of defining project requirements, forecasting future needs, and writing reports.

Professional Experience

Motif Investing - Rancho Cordova, CA

Operations Specialist, 12/2014 - Present

Work with account holders within a self-directed service center to meet comprehensive investment needs through retail and retirement accounts. Responsible for discovering solution-based options and streamlining transition-based tasks. Strategize to resolve complex customer issues with a strong emphasis on quality and productivity.

Edward Jones Financials - Roseville, CA

Financial Advisor (trainee), 6/2014 - 9/2014

General Securities Representative licensed professional (Series 7) and State Securities Law licensed professional (Series 66). Developing customer contacts and relations to grow a book of accounts and service the financial needs in the Roseville community

Catalystic Media Group, Inc. - Grass Valley, CA

(Consultant) Content Writer, 9/2013 - 1/2014

Created healthy networks on the federal, state, and local level as it related to fire safety to advance a nationwide Children’s Fire Safety campaign, providing 10K schools with free curriculum to educate 20M+ children and 21M adults. Developed and improved web content to streamline usability while promoting interest in fire safety and ensuring comprehension of subject matter.

Forest Lake Christian School - Grass Valley, CA

Physical Education Teacher 9/2010 - 6/2013

Taught physical education classes (3rd to 6th grade) that followed California Standards for Physical Education. Shaped an age-appropriate program for elementary students that focused on skill development. Established fitness milestones designed to improve fitness; assessed progress for each student and offered mentoring to encourage improvement.

Teach Me Toys - Roseville, CA

Founder, Vice President of Operations 01/2003 - 05/2006

Provided leadership and direction across day-to-day operations for this web-based educational toy company. Supervised key accounting functions, including accounts payable and receivable, financial analysis, and tax preparation. Performed thorough market analysis and developed a comprehensive marketing strategy involving web, local media, fairs, and established/unestablished posts. Closely monitored inventory levels, replenishing stock to align with customer demand.

Selected Contributions:

Built operational systems dedicated to effective inventory control and efficient shipping & receiving operations.

Sierra Christian Academy – Rocklin, CA

Teacher’s Aide/Substitute Teacher Preschool - 3rd Grade 10/2003 - 2/2006

Preschool teachers aide in a class of 20-24 children. Developed challenging age appropriate projects requiring designed to keep children engaged in the project while continually learning. Worked as a substitute teacher following the Abeka curriculum. Created a stimulating learning environment to enhance students' attention. Provided curriculum tutoring and guidance to students having academic difficulties.

Sun Microsystems iPlanet, A Sun-Netscape Alliance - Santa Clara, CA

A/P Supervisor, Financial Analyst 1/2000 - 1/2001

Managed a specialized group of Analysts responsible for the operations and reconciliation of subcontractor consulting work done on behalf of iPlanet’s Professional Services Group.

Selected Contributions:

Reduced outstanding subcontractor invoice balances from over $4 million to $1.6 million.

Liaison to high profile vendors; successfully completing several major account reconciliations

Developed the Resource Management Process Document

Oracle Corporation - Redwood Shores, CA

Business Practices & Projects Manager, Global Operations for Education 8/1989 – 12/1999

Managed the proprietary web-based learning center for customers and internal employees (OE Online - ILC). Responsible for granting access to customers, troubleshooting problems, quarterly sales reports, and domestic and international revenue and royalty payment reconciliation.

Selected Contributions:

Developed the Global Process Document for Education, a compilation of documents within Education

Developed and wrote three new chapters for Education’s Business Practices Handbook V2.0.

Led a global team in the development of business procedures needed for Education’s top products and services

Developed and wrote Education’s first Global Business Practice Handbook

Worked as a consultant with product development groups implementing new procedures

Oracle Corporation – Redwood Shores, CA

Group Manager, Group Supervisor, Sales Contracts & Order Administration

Managed a yearly order volume of 20,000-30,000 orders valued at over $100 million. Effectively managed up to 10 full-time Order Administrators. Accountable for monitoring the daily workflow, process performance evaluations, training of new hires and order/contract approval. Supported 200+ sales professionals from the Direct Marketing Division, Education, Support Renewals, PC & Documentation and Federal Sales. Experience working with sales and support departments to improve communications and develop new processes. Presented analytical findings to executive management. Ensured Groups compliance with Oracle’s business practices.

Educational Background

Bachelor of Science, Business Administration, Concentration in Marketing & Advertising

San Francisco State University, San Francisco, CA

Certified as General Securities Registered Representative, State Securities agent, and Investment Advisor Representative (Series 7/66)

Community Involvement

Teacher’s Aide/Substitute Teacher, Sierra Christian Academy

Parent Volunteer, Forest Lake Christian School

Leader/Aide, SS. Peter & Paul Church

Volunteer, Feed the Homeless – St. Vincent de Paul & St. Teresa of Avila

Team Manager, Various Competitive Travel Softball teams

Team Manager, AAU Auburn Celtics Basketball

Team Manager, Junior High and High School Basketball

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