Green Lane, Pennsylvania, United States
I am an experienced operations, investment administration, and client communications professional with a career built on trust, accuracy, systems management, and clear communication - across both professional and high‑responsibility personal leadership environments. My professional background includes supporting investment operations and client services, working with Charles Schwab accounts, preparing performance and AUM‑related reports, managing and optimizing CRM systems, maintaining workflows and databases, and serving as a key resource for technology and systems support. I lead client communications initiatives including monthly market updates, quarterly webinars, and time‑sensitive notices, while safeguarding sensitive financial and personal information with the highest level of confidentiality. I currently perform this role remotely by design, enabling focused, efficient, and responsive collaboration. Earlier in my career, I advanced through progressively responsible roles within a 2,000‑employee organization, spanning Human Resources coordination, executive‑level administrative support, and a performance administration role trusted with executive compensation data and related benefits. This experience established a solid foundation in discretion, compensation evaluation, executive support, and process improvement. In addition to my professional career, I dedicated over 20 years to full‑time family leadership, homeschooling nine children while managing all aspects of household operations, education planning, scheduling, budgeting, and long‑range coordination. This experience strengthened my capabilities in organization, financial strategy, adaptability, communication, and problem‑solving—skills that translate directly to professional operations and leadership roles. Across every stage of my career, I bring a steady, systems‑focused approach, a high level of accountability, and a commitment to supporting teams and clients with clarity and care. I thrive in roles that value trust, organization, and independent execution, particularly in hybrid or remote or environments.
Provide administrative and operational support for investment management activities while successfully performing this role remotely, collaborating effectively with internal teams to ensure smooth and timely execution. Support Charles Schwab account administration, including account maintenance, reporting support, and coordination to meet client servicing and operational needs. Manage and maintain the firm’s CRM system, including setup, data cleanup, data integrity, and workflow optimization to support efficient operations and accurate client records. Serve as a primary internal resource for technology and systems support, troubleshooting issues and coordinating with IT to resolve technical challenges for team members. Prepare and distribute performance and AUM-related reports, ensuring accuracy, clarity, and consistency for leadership review and client communication. Lead and manage client communications, including: Monthly market updates and commentary Quarterly webinar coordination and communications Holiday notices, special announcements, and time‑sensitive client notifications Additional client correspondence as needed Update and maintain client forms, internal documentation, and operational materials, ensuring accuracy, usability, and alignment with evolving business needs. Maintain and continuously improve internal databases and workflows, adapting systems to support team efficiency and client service requirements. Trusted with handling sensitive client and financial information with a high level of confidentiality, professionalism, and attention to detail. Perform this position hybrid by design, leveraging strong self‑management, clear communication, and proactive collaboration to support both clients and colleagues.
Entered and managed tour details within the company database, ensuring accuracy, completeness, and consistency across all data fields; developed required content when information was not provided. Maintained and updated website tour listings, including descriptions, schedules, and images, to ensure current and engaging customer-facing content. Prepared, reviewed, and proofread tour content for bi‑annual and annual printed tour catalogs, ensuring clarity, accuracy, and brand consistency. Developed and implemented updated systems and workflows to improve tour processing efficiency and support smooth operational execution.
Ran an independent direct‑sales business, providing product demonstrations, customer education, order processing, and relationship management. Developed marketing strategies, coordinated events, and delivered personalized customer service while managing the business independently.
Directed the education and daily operations of a large household while homeschooling nine children across multiple grade levels for over 20 years. Designed and implemented customized curricula aligned with academic standards, adapting instruction to individual learning styles, developmental needs, and long‑term educational goals. Planned, tracked, and assessed academic progress, adjusting instructional strategies to support achievement and accountability. Managed all aspects of household operations, including long‑term scheduling, logistics, records management, coordination of activities, and resource planning. Developed and executed strategic cost‑saving systems to effectively manage expenses for a large household, including budgeting, long‑range planning, bulk purchasing strategies, and prioritization of essential resources. Balanced competing priorities while maintaining structure, consistency, and efficiency in a high‑responsibility, fast‑changing environment. Built advanced skills in organization, financial planning, problem‑solving, communication, conflict resolution, and time management, all directly transferable to professional settings. To Summarize: When transitioning back into the workforce, I'm bringing extensive leadership, operational, and financial management experience developed through long‑term family and education management.
Promoted into successively higher‑responsibility roles within Human Resources, executive support, and compensation administration. Performance Administrator - Supported organizational compensation strategy by evaluating performance-based pay scales, including executive-level salaries, and contributing to annual wage review processes across a 2,000+ employee workforce. -Managed and safeguarded highly confidential executive compensation data, ensuring accuracy, discretion, and integrity to support senior leadership decision-making. -Coordinated the purchase and administration of company vehicles assigned as part of executive compensation packages, including vendor coordination and documentation—reflecting a high level of trust and confidentiality. -Worked remotely during the final year of employment - well ahead of common practice - successfully maintaining confidentiality, accountability, and executive-level support in a fully remote environment. Executive Secretary to the Vice President of Human Resources - Provided executive-level administrative support to the Vice President of Human Resources, managing highly confidential information and sensitive HR documentation. - Supported executive communications, leadership initiatives, and cross-functional coordination within a large, complex organization. - Recognized for discretion, organizational excellence, and reliability in supporting senior leadership. Human Resources Coordinator - Began career in Human Resources coordinating employee medical benefits documentation and serving as a liaison between HR and Payroll to ensure accurate processing and compliance. - Supported HR operations for a large employee population, developing a strong foundation in benefits administration, documentation management, and internal collaboration.