2023 - Current

Responsible for five websites / remade each to transfer from FMG (previously known as TwentyOverTen) to Squarespace (Magnetic North Advisors, Magnetic North Insurance, Magnetic North Tax & Accounting, Legacy Capital Wealth, & Priebe wealth)

Event planning for top tier clients

LinkedIn prospecting to expand book of business

General photography (mostly for events)

Create and schedule monthly newsletters

Podcast video editing and graphic design (Adobe AfterEffects, PremierPro, InDesign, + Illustrator)

Scheduled weekly LinkedIn posts across 6 different accounts

Responsible for bi-weekly blog posts and promotion across said LinkedIn accounts

Creating and implementing any relevant Source of Procedures (SOP) for contingency planning and brand consistency, along with compliance regulations

Creation of large print marketing materials including multiple step and repeat banners, promotional booklets, and much more, specifically for the 2024 Entrepreneurs’ Organization MPLS (EO) 2024 Rally as Diamond Sponsors

Head of Digital + Design | 2022 - 2023

Responsible for website maintenance across three different websites, including asset management and SEO

Head of Operations for the Talent Brokerage, the first ever real estate talent brokerage - Responsibilities include the onboarding of talent and coordination of background operations between the event requests and the talent roster

Created and maintained Media Kits, White Pages, responsible for multiple re-branding projects, assisted in website design and responsible for ongoing updates

Created and managed multiple Standard Operating Procedures along visual workflows and general maintenance to ensure consistency across companies

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Client Service Associate | 2019-2022

Revamped website by designing graphics, enhancing photography, and overseeing website, E-communications, and LinkedIn blog management

Facilitated onboarding of high net worth clients and streamlined internal operations by creating Adobe forms, simplifying workflows, and optimizing client experience

Coordinated sensitive financial transfers and account maintenance, generated reports, and liaised with external parties like attorneys and CPAs to ensure prompt resolution of client requests

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Client Associate | 2017-2019

Completed administrative duties such as account servicing, client satisfaction surveys, and continuous marketing maintenance for both mail and e-communication methods

Created an Excel spreadsheet to improve tracking and distribution of inherited required minimum distributions, thus saving time by consolidating information to one source

Supported a $2.5 MM growing book of business as the first point of contact with high priority clients, often being the first point of contact between the client and advisor

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Executive Administrator | 2015-2017

Manager (restaurant), point of communication between administration, front of the house, and back of the house employees, keeping the restaurant on the same page

Point of Sales implementation and creation, as well as new hire administration and operations

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Bachelor of arts in business management, 2013-2017

Augsburg Women’s Volleyball Team, 2013-2015

Augsburg University educates students to be informed citizens, thoughtful stewards, critical thinkers, and responsible leaders. The Augsburg experience is supported by an engaged community that is committed to intentional diversity in its life and work

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