Analiese Dolan
Director of Operations @Family Wealth Planning
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WORK HISTORY
Director of Operations @Family Wealth Planning
Louisville, KY, US
Lead a team of 4 financial advisors to streamline business processes, improving reporting accuracy by 25%-Steered the branch towards a 20% improvement in customer satisfaction through strategic implementation of customer service initiatives -Oversaw the introduction of a new customer relationship management system, improving stakeholder engagement by 30%-Contributed to the growth of the branch’s portfolio by 30% through targeted marketing and client outreach
ABOUT ANALIESE DOLAN
I’ve built my career around people, operations, and growth. Over the past 15+…
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