KATHLEEN GIRARD
Fairless Hills
Summary
Dedicated and focused Business Development/Project Manager who excels at prioritizing, completing multiple tasks simultaneously and following through to achieve project goals. Seeking a role of increased responsibility and authority.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
15
15
years of professional experience
Work History
Financial Professional
New York Life Insurance/Investments
05.2025 - Current
- Executed financial assurance audits and implemented new control points and metrics to support business changes.
- Initiated conversations with clients to uncover financial needs, cross-sell various vehicles (products) and services.
- Presented financial life insurance plans and investment recommendations to clients.
- Analyzed client capital structures and plans to determine financial viability and productivity of intended investments.
Sales & Marketing Manager
Weed Man Lawn Care Franchinse
05.2023 - 04.2024
- Responsibilities include and not limited to generating leads, B2B connect, develop marketing categories, and analyzing results to improve performance to enhance company growth. Other duties include networking groups, events, direct social media connections.
- Managed sales promotions and marketing strategies on major social media sites.
- Directed canvassing plans to facilitate consistent, high-quality appointments for sales representatives.
- Instructed sales staff on cross-selling and up-selling techniques resulting in increased net sales revenue.
- Engaged in product training, demonstrations, consumer awareness, branding, and acquisition initiatives to raise awareness and revenues.
HUD Recurring Project Manager // Property Manager
Guardian Asset Management
10.2021 - 03.2024
- Government contracted with responsibility for national policy and programs that address communities and enforce fair housing laws. Responsible for all health and safety, code compliant tasks required for the state of Florida, Puerto Rico, Virgin Islands. Responsible for managing professional working relationships with all vendors across the United States.
- Responsibilities also include making sure all initial services are completed at the property within a timely manner
- Review reporting and calling vendors with overdue inspections
- Review inspections that may need to be reassigned, declined, rejected by vendor and/or quality control
- Approve special pricing when necessary
- Other duties also include obtaining and review of bid submissions provided by the vendor, identify/resolve potential issues with bid specifications, assisting with property damage reviews, and the preparation/submission of bids on behalf of the vendor
- Prepare timely, well written response to bids on behalf of the vendor to the company.
Inspections Senior Specialist (Team Lead)
Guardian Asset Management
02.2019 - 10.2021
- Responsible for on-board training for new hires, client escalations, answering all team questions to the best of my ability within the Insurance Loss Inspections department
- Also responsible for data entry, logistics, vendor management, helping and creating organizational structure between homeowners and vendors while responding to the client in a timely fashion
- Problem solving and diffusing situations that may occur between homeowner and vendor, and/or between team members with the assigned inspector
- Prioritize time management and handling escalated inspections when needed
- Develop relationships with vendors and leveraging those relationships to improve client satisfaction.
Inspection Specialist
Guardian Asset Management
02.2020 - 08.2020
- Responsible for data entry, logistics, vendor management, helping and creating organizational structure between homeowners and vendors while responding to the client in a timely fashion
- Problem solving and diffusing situations that may occur involving the homeowner and vendors
- Prioritize time management and handling escalated inspections when needed
- Develop relationships with vendors and leveraging those relationships to improve client satisfaction.
Operation Manager
Farwest Corrosion Control
03.2015 - 12.2019
- Provide inspired leadership for the organization.
- Make important policy, planning, and strategy decisions.
- Develop, implement, and review operational policies and procedures.
- Assist HR with recruiting when necessary.
- Help promote a company culture that encourages top performance and high morale.
- Oversee budgeting, reporting, planning, and auditing.
Bar Manager
02.2011 - 03.2015
- Overseeing the bar’s daily operations
- Opening and closing the bar
- Stocking supplies
- Ordering inventory
- Managing staff
- Handling customer inquiries and complaints
- Enforcing safety and security protocols
- Scheduling employees and building their shift calendars
Education
Business Management
Bucks County Community College
Newtown, PA01.2007
High School Diploma - undefined
Neshaminy High School
Langhorne, PA01.2004
Skills
- Excel spreadsheets
- Self-directed
- Word processing
- Meticulous attention to detail
- Time management
- Professional and mature
- Strong problem solver
- Dedicated team player
- Proofreading
- Cold calling
- Profit maximization
- Meeting planning
- Deadline-orientated
- Active listening skills
- Energetic work attitude
- Salesforce
- Life insurance
- Business development
- Economic research
- Asset protection
- Financial services
- Prospecting
Community Service
Recovery Advocate, Stay Wear Ambassador, A Woman’s Place – C.O.R.E. Training, Rose Bridge Farm & Sanctuary
Timeline
Financial Professional
New York Life Insurance/Investments
05.2025 - Current
Sales & Marketing Manager
Weed Man Lawn Care Franchinse
05.2023 - 04.2024
HUD Recurring Project Manager // Property Manager
Guardian Asset Management
10.2021 - 03.2024
Inspection Specialist
Guardian Asset Management
02.2020 - 08.2020
Inspections Senior Specialist (Team Lead)
Guardian Asset Management
02.2019 - 10.2021
Operation Manager
Farwest Corrosion Control
03.2015 - 12.2019
Bar Manager
02.2011 - 03.2015
High School Diploma - undefined
Neshaminy High School
Business Management
Bucks County Community College
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