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Amber Waugaman

Amber Waugaman

Assistant Vice President | Portfolio Assistant

Asset Management Company

New York, NY





Asset Management Company

Assistant Vice President | Portfolio Assistant

Relationship-building & Customer Service
*Leverage client relationship-building skills to ensure satisfaction, while providing the highest level of customer service to 275 clients spanning across 560 portfolio accounts
*Hold a nearly 100% client retention rate

Effective Communication
*Correspond with clients, banks, attorneys, accountants and internal colleagues on a daily basis
*Build trust by flawlessly executing requests and providing clear communication at all times

*Delegate tasks and initiate follow-through with portfolio managers, banks, accountants, attorneys and internal colleagues to ensure accuracy and timely completion of account changes and client requests

*Resolve client issues in a timely manner and provide creative, alternative solutions if necessary
*Perform efficiently and proactively to prevent unforeseen client issues

Strategic Thinking & Creating Efficient Processes
*Implement paperless procedures that included client statements, filing and annual tax reports
*Establish shared-drive folders and scan all documents for quick, easy access
*Streamline reports for clients by grouping all accounts into combined accounts
*Spearhead year-end client charity contributions to ensure timely processing
*Notified a bank about their mailing system glitch to help them reduce costs and be more efficient

Project Management
*Spearheaded the project of opening 23 new accounts for a new family of clients, continuing to be their main point of contact

**It should be noted that the company name is not listed so that I am not violating the Investment Adviser’s Act of 1940, which prohibits the use of endorsements and testimonials.

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Hotel industry

Various Leadership Positions

*Denihan Hospital Group (The Benjamin Hotel) - Housekeeping Manager
Led a team of 50 housekeeping staff employees, in the fulfillment of daily assignments.Prepared and analyzed weekly productivity report for review in management meetings. Acted as Manager on Duty to mediate any guest complaints and follow-up with the appropriate departments.

*Starwood Hotels & Resorts (W Hoboken Hotel) - Income Audit & Accounts Payable
Analyzed and reconciled revenues, expenses and taxes on a daily basis. Noted and resolved discrepancies through communicating with appropriate departments.Presented revenue flow through in monthly P&L meeting. Assisted Director of Finance in monthly forecasting of revenues. Ensured all invoices were processed on a timely basis; saved hotel approximately $5,000 in laundry credits in one year. Completed all month-end income and A/P related journal entries and balance sheet reconciliations.

*Fairmont Hotels & Resorts (The Plaza Hotel) - Assistant Guest Reception Manager
Participated as opening team member of a 5-star property after a 3-year renovation. Monitored the daily operations of Guest Reception, including 10 employees, and worked closely with all departments to ensure complete guest satisfaction.

*Starwood Hotels & Resorts (Sheraton Universal Hotel) - Front Desk Manager
Managed and scheduled 30 employees based on union contract and hotel needs and completed weekly payroll. Screened, interviewed, and trained new hires, as well as oversaw continuous training of employees.Implemented a room-category up-sell program which tripled previous up-sell revenue and increased team morale. Received Six Sigma Green Belt certification through Starwood Hotels.


Kittanning Senior High School

City University of New York-Baruch College

Master of Business Administration (M.B.A.), Completed January 2014

Penn State University

Bachelor of Science, Finance

Penn State University

Bachelor of Science, Hotel, Restaurant, Institutional Management