Angelica Houser

Serve as the primary point of contact for high-net-worth client inquiries, providing tailored support and ensuring exceptional service delivery.

Coordinate intricate funding requirements for investment transactions and client distributions, facilitating efficient capital flow.

Oversee and manage client cash positions, executing critical wire transfers and trade orders across diverse asset classes in collaboration with portfolio management.

Maintain stringent accuracy and confidentiality in handling high-stakes financial transactions and sensitive client data, upholding trust and compliance.

Identified and cultivated new client relationships while strengthening partnerships with existing clients, contributing to sustained business growth.

Led targeted marketing initiatives that significantly enhanced brand presence and drove business growth objectives.

Provided comprehensive financial support to clients across business sales, retirement planning, and tax planning, ensuring tailored solutions.

Executed critical wire transfers and developed robust financial plans, streamlining client financial management processes.

Established and operationalized two vaccine clinics from inception, ensuring full regulatory compliance and seamless service delivery.

Led comprehensive recruitment, hiring, and staff scheduling efforts, building and managing high-performing teams.

Ensured strict adherence to CDC guidelines for vaccine administration and cold storage, maintaining high standards of patient safety and product integrity.

Coordinated the sourcing and transfer of up to 3,000 frozen doses weekly, optimizing supply chain logistics and operational efficiency.

Directed critical project components, including scheduling, budgeting, and resource management, ensuring projects remained on track and within scope.

Developed interactive data reports and dashboards, enabling enhanced decision-making and providing clear insights into project performance.

Analyzed business objectives, deadlines, and resource needs, ensuring seamless project execution and alignment with strategic goals.

Traveled nationally and internationally to demo and pitch healthcare applications to medical professionals, expanding market reach and adoption.

Led a robust application validation program, facilitating the seamless integration of third-party app developers’ solutions with Cerner’s EMR system.

Reduced project timelines by 3 weeks through extensive research and implementation of new processes and methodologies, enhancing operational efficiency.

Cultivated strong internal and external relationships, fostering a collaborative work environment across Software Engineering, Security, and Business Development teams.