WHITNEY BRYANT: in Park City, UT

Key Skills: Client Relations - Sales Scheduling - Customer Satisfaction Rejuvenated business and filled booking calendar during off season after reconnecting with 2K+ acquired clients from previous ownership. Delivered exceptional customer service to all clients. Addressed concerns and complaints to ensure repeat business and client satisfaction. Defined and organized client database using ACT and QuickBooks.

Key Skills: Process Improvement - Communications - Client Relations Created detailed tracking system to manage pending deals and ensure timely and accurate mortgage processing. Organized month end activities to provide open communication between clients and loan officers. Mitigated loan delays due to interest rates expiring. Maintained dialogue between colleagues and clients in order to "under promise and over deliver" on loan processing. Assisted mortgage borrowers from initial loan application to closed loan funding. PROFESSIONAL EXPERIENCE (continued)

Key Skills: Training Workshops - Executive Relations - Stakeholder Management - Sales Presentations & Proposals Conducted employee workshops to educate on benefits of retirement planning. Conversed in Spanish with employees or organized for a translator to ensure understanding. Reduced number of lost clients by visiting decision makers quarterly to establish competitive advantage and build long-standing relationships with employees and executives. Participated in sales presentations, proposal presentations, and contract negotiations with President of company. Developed new business sales proposals and 401(k) plans with John Hancock counterparts. Separated clients' former employees from accounts in financial database. Mitigated client fears and improved satisfaction by engaging with individual employees about plan changes. Additional interim roles included: Financial Services Professional (Capstone Partners / Mass Mutual, 2 years) Spin instructor (3 classes / week, YAS Fitness Centers, 2 years).

Key Skills: Business Management - Customer Service - Marketing - Client Relations Designed costume jewelry, creating bespoke pieces for high-end clientele. Marketed and sold creations at local country clubs and resorts, generating business via referrals and satisfied customers' word-of-mouth. Earned opportunities to sell at elite resorts and golf clubs through influential references.

Key Skills: Event Planning - Marketing Execution - Market Research - Competitive Analysis Performed competitor research in highly technical and intellectual environment. Assumed role of go-to expert for market research and analysis. Created presentations on findings. Identified potential market gaps and performed needs analysis at tradeshows. Orchestrated, planned, and attended all international and national tradeshows; worked within established budgets; deeply analyzed competition and developed contact lists for future executive communications. Created marketing collateral and content for sales proposals to diverse audiences. Researched and held multiple discussions with executives and key engineers; identified requirements for customers' ideal product and communicated with product manager and engineers. Wrote and published collateral for investors describing company and its engineering capabilities.