Bryanna Evans

• Managed tutoring program for Concord Lake STEAM Academy, serving over 90 students and 10 staff members.
• Developed procedures for selecting qualified instructors, ensuring alignment with program needs and criteria.
• Trained and supported tutors in effective teaching strategies, enhancing their instructional delivery.
• Provided training workshops for new tutors on topics related to classroom management techniques and effective teaching strategies.
• Facilitated weekly meetings to foster collaboration among staff and share instructional strategies.
• Procured educational materials to support staff in delivering effective tutoring.
• Processed payroll for staff, maintaining accuracy and punctuality.

• Developed lesson plans for math and science curricula that engaged students and applied instructional design principles.
• Implemented diverse teaching strategies, such as inquiry-based learning and simulations, to foster student understanding.
• Led professional development workshops focused on innovative education methods in math and science.
• Collaborated with colleagues to enhance teaching effectiveness by sharing strategies and resources.
• Created interdisciplinary curriculum in partnership with other educators.

• Processed customer invoices accurately and efficiently, ensuring timely state tax collections.
• Managed accounts receivable records using financial software systems effectively.
• Communicated with clients regarding outstanding balances and payment terms, fostering positive relationships.
• Resolved billing disputes through effective communication and problem-solving, enhancing customer satisfaction.
• Assisted in month-end closing activities such as preparing journal entries, reconciling accounts, and creating financial reports.
• Supported audits by providing necessary documentation and account information promptly.

• Prospected financial advisors to generate interest in meetings with LPL recruiters.
• Executed weekly prospecting campaigns aligned with news cycle and territory dynamics to increase engagement with potential financial advisors.
• Conducted 100 daily outreach activities, including cold calls, individual emails, and LinkedIn connections.
• Utilized independent judgment to qualify leads for presentation to regional directors.
• Tracked KPIs using Salesforce.com to assess lead flow and its impact on territory performance.
• Developed industry knowledge and skills to position for internal regional director role.

Communicate daily with advisors and clients, taking ownership of inquiries and ensuring timely resolution. Handle account requests such as transactions, maintenance, and transfers, and provide education on services and technology. Manage onboarding, maintain accurate records, and collaborate with internal teams to resolve complex issues. Monitor account activities, support audits, and assist with projects to improve efficiency and reduce costs. Provide administrative support including scheduling, preparing materials, and maintaining client information.

• Collaborated with financial advisors to resolve client issues efficiently, enhancing overall client experience.
• Facilitated communication with clients through phone and email to improve response times and client satisfaction.
• Assisted clients with account inquiries and transaction requests, ensuring accurate and prompt responses.