Client Relations Leader with Ops Experience

Julie Salkeld

972-***-**** ********@**.*** Lavon, TX 75166

SUMMARY

Experienced client relationship manager and former business owner seeking work to support clients and management.

SKILLS

· Strong organizational skills

· Client relationship expertise

· Kaizen methodology

EXPERIENCE

Housing Coordinator, National Veterans Outreach Program, November 2024-January 2026, Plano, TX

· Secure permanent housing for homeless Veterans

· Understanding their experiences, barriers, military history, family, and how/why they became homeless.

· Communication with VA Case Managers.

· Build relationships with local properties.

Owner/Designer, Dragonfly Designs, January 2018-January 2022, Fort Worth, TX

· Custom furniture design

· Color Consultation

· Custom kitchen design

· Management of contractors, billing and accounts receivable Client Manager, Fidelity Investments, January 1991-January 2017, Westlake, TX

· Managed institutional clients with total managed assets up to $500M

· Presented employee education

· Collaborated with Benefits Department of companies holding Fidelity Investments in their 401k Office Manager, Smith Duncan and Associates, January 1981-January 1991, Dallas, TX

· Managed two front office employees

· Worked with Professional Engineers and Architects

· Typed Specifications for each project

· Payroll

AWARDS

Presidential Award for Excellence, Fidelity Investments, 2005

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