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Entrepreneur background ignites my thirst for increasing interdepartmental efficiency through collaboration, identifying opportunities, and leading projects from inception to market. Key skills include CRM, Word, Excel, PowerPoint, Team Building, Leading Through Superior Work Ethic and Positivity.

•	Identified the needs of new inquires and effectively developed appropriate responses.
•	Learned the concepts, procedures, and information required to carry out the duties of the position
•	Mastered product and material costs allowing me to independently manage estimates and invoices.
•	Exercised judgment within defined procedures and practices to determine appropriate action. 
•	Managed complex issues clients had with artwork, pricing, digital proofs, or the delivered product.
•	Provided value to managers by taking on individual projects with sensitive time frames and creating actionable results using internal and external contacts.
•	Verified client, design, production, and vendor data for accuracy and completeness.
•	Communicated issues, order statuses, and results to management, production team, and vendors.
•	Performed overall project management and maintenance of account data integrity.
•	Corresponded with prospective buyers on Online Chat to answer questions in real time

Customer Service Account Representative

•	Processed business listing data entries and mailings addresses for account services and invoicing.
•	Eliminated investor and shareholder database inaccuracies for Director engagement.
•	Enhanced Manager flexibility during special events geared towards business executives by producing direct marketing materials and supervising and training team members at events.


Account Executive

•	Compiled highly sensitive private client information into actionable database for advisers utilizing ACT! and Advisor's Assistant customer relationship management systems (CRM).
•	Provided value to Advisors by taking on individual projects with sensitive time frames and creating actionable results.
•	Cataloged client information into a purposeful, manageable system for increased efficiency.


Client Administrative Internship

Find out detailed information about Brett Staley,  in Mission Viejo, CA

Brett Staley: in Mission Viejo, CA

Brett Staley

Consortium Institute of Management & Business Analysis

University of Oregon