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Client Services Associate, Project Manager

Location:
Casper, WY
Posted:
March 30, 2020

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Resume:

Gretta Dianne Hawkins

**** * *** ******, ****** WY 82601 • 707-***-**** • adcjof@r.postjobfree.com PROFESSIONAL EXPERIENCE

Stifel Investment Services 2019-present

Client Services Associate

• Perform clerical functions related to opening client accounts and ongoing account coding.

• Work with the Financial Advisors and clients in obtaining the required documents based on individual account needs.

• Organize and manage maintenance of complete client account and trade-related records for the Financial Advisors and required branch files.

• Perform operational or administrative functions for client related requests.

• Provide quotes and other account-related information to assist clients.

• Identify situations that need to be brought to the attention of the Financial Advisors or Branch Manager.

• Organize additional branch and client related events as assigned by Branch Manager.

SafeTGard Corporation 2013-2015 / 2016-2019

Product and Vendor Relations Manager

• Develop, implement and manage projects including vendor establishment and compliance, product development, product compliance, marketing and general company operations.

• Monitor and manage product purchasing and import.

• Manage all responsibilities necessary for successful trade show operations.

• Collaborate with and manage graphic artists to develop packaging, marketing materials, website and company branding.

• Provide effective communication with international and local vendors to ensure successful execution of product manufacture and import. VIP Exhibits 2015-2016

Project Manager

• Organize and lead projects from inception to completion.

• Effectively communicate requirements and set expectations to ensure all team members and stakeholders understand their involvement and roles on individual projects.

• Create detailed project plans for all projects and implement plans throughout the project to monitor milestones, deliverables, dependencies and constraints.

• Utilize strong analytical skills to manage projects on time and on budget.

• Conduct project meetings, collaborate with project team members to build consensus on challenging issues.

• Monitor the completion and delivery of products.

• Identify, track, manage and resolve project issues and risks. iGrow, LLC 2010-2014

Managing Member

• Collaborate in start-up, business plan and implementation of new company.

• Manage daily operational and administrative functions of company.

• Design, create and maintain company website, marketing plans and marketing materials.

• Maintain integrity of company through positive relations with potential investors, customers and international vendors.

• Collaborate and manage licensing, product development, trade show participation and patent development.

The Leukemia & Lymphoma Society – RM Chapter 2011-2012 Campaign Assistant

• Maintain and promote the mission of The Leukemia & Lymphoma Society.

• Provide campaign support to the Campaign Manager and LLS teammates to promote, execute and ensure successful TNT campaigns.

• Coordinate and maintain assigned campaign correspondence, financial records and statistical reports regarding campaign income and expenses.

• Develop/modify marketing materials and resources to promote the fundraising campaign.

• Provide fundraising and participation support to event participants by identifying and supporting fundraising goals and successes and encouraging expert help to assist participants in reaching their fundraising goals. EDUCATION

California State University, Sacramento - Human Environmental Sciences, Food and Nutrition

Columbia University, St. Luke’s/Roosevelt Hospital, Obesity Research Center – Nutrition Research Intern

ACHIEVEMENTS

Journal of the American Medical Association – Published research for the BALI Study with Columbia University, St. Luke’s/Roosevelt Hospital, Obesity Research VOLUNTEER AND COMMUNITY SERVICE

Team In Training, Rocky Mountain Chapter – Participant, Ambassador and Mentor Mt. George Elementary School, St. Helena Cooperative Nursery School, Buffalo Ridge Elementary School, Rocky Heights Middle School, Rock Canyon High School

– Past and present member of parent/teacher associations. Chair and Co-Chair of school fundraisers, generating in excess of $250,000 annually.



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