Administrative and Operations Professional…

with a 20+ year history of exceeding expectations of management,

seeking an opportunity to bring value to your team.

Areas of Expertise: As Cited By Management

Reduction of Errors

Improve/Expedite Workflow

Assisted OA Development

Maintain Accurate Data

Initiated Cross Training

Diligent with Follow-up

Detail Oriented

Creative Problem Solving

Client Service

“Jen has done a fantastic job in exceeding her goals and taking on a leadership role with the trade team. Even with staff reduction, trade errors are down, and communication with the analytics team and cross-training are all improved over the last few months. Jen has been a godsend for me and made my management of the team very easy.”

Alan Alpers, Senior Portfolio Manager, Niemann Capital Management, Scotts Valley CA

PROFESSIONAL EXPERIENCE

YOGURTLAND VILLAGE OAKS, San Jose, CA 2013–2023

Restaurant Owner

Built a successful franchise from the ground up. Worked closely with contractors, architects, city planners, subcontractors, and the franchisor to complete the build-out of the store. Designed detailed business plans to outline finances, business goals, and operations. Trained, coached, and mentored all employees.

Selected Accomplishments

Leader Bay Area franchise 7 out of 8 years with sales ranging from $750,000 to 900,000 annually.

Managed all finances: daily sales, monthly bills, cash tills, payroll, and bookkeeping with exceptional accuracy.

Voted for by the community and awarded favorite yogurt shop by NEXTDOOR in 2015, 2016, 2017, 2018, 2019, 2021 and 2022.

NIEMANN CAPITAL MANAGEMENT, Scotts Valley, CA 2005–2012

Senior Trading Specialist 2008–2012

Worked side by side with the Senior Portfolio Manager to generate trade orders consisting of thousands of transactions daily of millions of dollars across 6,000 accounts. Managed variances and trade errors in all accounts. Set up protocols, procedures, and cross-training to streamline the department.

Selected Accomplishments

Awarded bi-annual bonuses of 10% for top-level performance.

Assisted in the design and implementation of a web-based proprietary portfolio accounting system with partners, Online Advisors. Resulted in 35% time savings for the Trade department. The department went paperless, which allowed more time for the team to focus on managing trades and managing accounts.

Upgraded (improved) policies, protocols, and procedures for the trading department annually which reduced trading error ratio by 60%. This saved the company money that would have been paid out for any loss on errors.

Developed and updated annual training manual for Brokerage Trading Desk, 2007–2012.

Oversaw cross-training of Mutual Funds, Variable Annuity, and Variable Life Contract Departments to increase coverage.

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Mutual Funds Trader 2005–2008

This desk handled the daily operations of a rapidly growing department. Duties included; executing trades via an Excel spreadsheet uploaded to the custodian platform, managing account variances at custodian and internally, corrective activity on errors per compliance and SEC regulations, managed an extensive Access database. Implemented new protocols and procedures as necessary as the department grew.

Selected Accomplishments

Minimized department trading errors during the first year by 20% by developing and implementing new protocols.

Managed the department for over 5 months in 2nd year while maintaining the reduction of trade errors.

Trained new department manager and new CEO on operational aspects.

REMI, INC., Santa Cruz, CA 2003–2005

Property Manager

Provided planning and supervision of all aspects of property management for community interest developments including condominiums, townhomes, planned developments, and single-family dwelling associations. Assisted Associations and their Board of Directors in the performance of their fiscal, administrative, and physical maintenance functions in compliance with the California State Code.

Selected Accomplishments

Managed multimillion-dollar budgets efficiently to the satisfaction of multiple Board of Directors.

Minimized assessments for multiple Home Owner Associations through skilled management.

Selected, hired, trained, and supervised 4 management personnel.

Successfully managed projects and on-site personnel for multiple properties ranging from 25-250 units.

Completed CA Association Manager Certification, 2004.

FIRST ALARM, INC., Aptos, CA 1997–2000

Administrative Sales Coordinator

Worked closely with Sales and Operations Managers in a newly created position. Facilitated assistance to a sales team of 12 as well as executive management and CEO. Provided support across all areas of the business.

Selected Accomplishments

Formulated a new Excel spreadsheet to track monthly and annual sales for 3 branches.

Increased Product and Service Sales by 25% annually by implementing a new marketing strategy.

Designed and sold burglar and fire alarm systems to commercial and residential customers.

COMPUTER SKILLS

PC: Win NT, Vista & 7, MS Office Pro, Outlook, Access, Internet Browsers,

QuickBooks Accounting Software, CRM, Multiple Web Based Financial Platforms: Schwab,

Fidelity Investments, & Pershing

Macintosh: Adobe Illustrator & Photoshop, Mac Pro

AFFILIATIONS

CALIFORNIA MANAGERS FOOD SAFETY, ANSI-Accredited Exam, Re-Certified 2020

CALIFORNIA ASSOCIATION OF COMMUNITY MANAGERS, Certified 2004

SAN JOSE STATE ALUMNI ASSOCIATION, Member 1995-Present

PUBLIC RELATIONS SOCIETY OF AMERICA, Member 1992-Present

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EDUCATION & RELATED TRAINING

BS in Public Relations, SAN JOSE STATE UNIVERSITY, CA – 1995

CALIFORNIA ASSOCIATION OF COMMUNITY MANAGERS CONFERENCE, Alamo, CA

3-days of workshops focused on management, 2004

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