Relationship Manager Interior Design
Resume:
Andrew McClelland
Advisor Services Relationship Manager
Dallas, TX, 75238
*******@*****.***
Skills
Management, Team building and collaboration, Microsoft Office, Revit, AutoCad, Photoshop, Illustrator, In Design, Sketchup, Lumion, Substance Suite, 3Ds Max, Chief Architect, One Note, Power Apps, Power Automate, SharePoint, and Forms.
Experience
03/2022 - 09/2024
Charles Schwab, South Lake TX - Advisor Services Relationship Manager
Supporting advisors and clients in an operations role via digital and phone channels and delivering an experience through the clients eyes. Working toward balancing the advisor and client experience while helping them attain their deadlines and goals. I also helped to educate advisors on any technical service related issues they were having, processed reports, emails, custom requests and management fees along with research into much more advanced issues regarding retirement cases, transfers, non-standard assets, forms and document review and case processing. Since starting I have studied on my own while working and have attained my SIE certification through FINRA .
01/ 2021 - 09/2022
Made Renovations, SanFrancisco CA - Lead Interior Designer
Led interior design efforts for residential interior design projects. Working on multiple projects and preparing proposed layouts, working directly with clients, drafting plans using CAD and Revit. Procuring all furniture and specifications for client projects while managing construction timelines and budget restraints.
10/2019 - 09/2021
Bush Architects, Dallas TX - Lead Multifamily Interior Design Specialist
Led interior design efforts concerning new build, multifamily, class A properties in Plano TX. Produced interior standards, construction documents and project design boards for clients. Influential in providing 3d visualization services to clients. Lead team members with effective delegation, observation, supervision and training. Construction documentation and product specifications. Presentation materials, finish boards and mock-ups. Maintain coordination with architects, engineers, contractors, product reps and independent consultants
09/2016 - 09/2019
Presidium Group, Dallas TX - Interior Designer
Interior designer for commercial multifamily developer. Responsible for space planning, interior design development and construction documentation production. Consistently adding critical responsibilities, new skill-sets and industry partnerships to meet company expectations. Early 2018, I developed new billable services, increasing profits, while playing a key role transitioning the department into an independent entity, and worked directly with Senior VP of Development to produce finished projects and define opportunities
03/2014 - 09/2016
Perkins Eastman, Pittsburgh PA - Junior Interior Designer
Global architecture and interior design firm. Specialization of the Pittsburgh office include multifamily, senior living, assisted living and higher education projects. Drafted schemes and plans using Revit for senior and assisted living facilities across the US. Maintained project finish options and organized facility artwork packages.
• Create construction documents, product specifications, elevations and details
• Attend and prepare client and vendor meetings, as well as fascilitate Post-Occupancy and staff research
• Prepare product,furniture and custom lighting mock-ups
• Prepare marketing materials/3d visualizations
• Meet with architects, engineers and project managers
• Ensure project coordination and deadline expectations are being met between departments
• Record all printing and project hours for client billing
Education
Art Insitute of Pittsburgh, Pittsburgh PA - Bachelors of Science -Interior Design
●Deans List: 2011, 2012, 2013
●Best Portfolio: 2013
●New Designer Excellence Award - Home and Garden Magazine Online 2014
Awards
Home and Garden.com - Designers to Watch 2011
Fall Fashion Week - Phoenix 2011
Best Portfolio - Art Institute of Pittsburgh 2013
Volunteer Recognition - Fall Fashion Week 2013
Principal Award - TD Ameritrade - Quarter 1 2023
Principal Award - TD Ameritrade - Quarter 2 2023
Principal Award - TD Ameritrade - Quarter 3 2023
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