resume

Client Success Manager, Wealth.com (Remote)

October 2024 - Present

• Manage relationships with financial advisors and help them to be successful integrating estate planning technology within their practice

• Strategize creative solutions to achieve measurable results and drive action and scale for growth 

• Utilize technology and resources to solve issues 

• Brainstorm effective marketing strategies to help advisors self-teach and engage with their clients

Senior Estate Planning Manager, Facet (Remote)

January 2022 - April 2024 

• Hosted over 2,000 member meetings via zoom to educate members on the value of estate planning, demystify the complexity of the documents, and demonstrate their journey through partner estate tech platforms (wealth.com & Estate Guru) 

• Managed existing B2B relationships and drove revenue growth by identifying partnership opportunities for expansion

• Prepared and presented business development proposal decks, and collaborated cross departmentally with C-suite executives and stakeholders for partnership acquisitions

• Interviewed, hired, fired, coached, and led a team of legal professionals to thrive in a fast-paced, startup environment

• Prepared graphic designs educating clients and financial advisors on estate planning topics and various marketing materials

Paralegal, Oliver Maner (Savannah, GA)

August 2021 - January 2022

• Authored, organized, and submitted professionally written legal correspondence, affidavits, and contracts

• Prepare case materials by reviewing documents and records produced by clients, opposing counsel, and other sources

• Opened new case files with appropriate correspondence, pleadings and discovery information based on type of case

• Researched statutory and case laws and summarized results to assist attorneys

Legal Assistant, HunterMaclean (Savannah, GA)

September 2019 - January 2021

• Managed client relations, including gathering intake and records, scheduling appointments, and lifecycle client journey for 4 partner attorneys

• Transcribed, prepared, and proofread legal documents, including Wills, revocable & irrevocable trusts, powers of attorney, business organization docs, and deeds

• Handled probate and probate litigation matters

• Legal research, data collection and reporting

Legal Assistant, Groves Law (Denver, CO)

May 2017 - August 2019

• Handled lifecycle client journey including outreach, scheduling, reminder emails, billing, and delivery of final estate planning documents

• Prepared estate planning documents, including Wills, trusts, powers of attorney, and deeds

• Review & revise legal documents for grammatical errors, typos, and factual accuracy

• Researched legal statutes, case law, and prepared blog articles outlining the issues in layman's terms