Beth Steininger

Project Manager | Change Manager | Business Analyst

Role
Legal Operations, Community Outreach & Special Projects at The Potter Law Firm
Location
Charlotte, NC, US
LinkedIn followers
500 followers

About Beth Steininger

Collaborative connector. Inquisitive professional. Dynamic experience in energy…

Experience

  1. Legal Operations, Community Outreach & Special Projects

    The Potter Law Firm

    Oct 2024 — Present · Charlotte, NC, US

    Our firm handles NC/SC Wills, Trusts, Estates, Elder Law and Wealth Planning. Standard and complex estate planning (including wills, family legacy trusts, powers of attorney, SNTs, revocable/irrevocable trust agreements and trust resolutions). Responsible for estate planning docs, trust funding support, probate support monthly client newsletters and PLF community outreach; firm coordinator of special projects. NC Notary Public.

Education

  • Queens University of Charlotte

    E-MBA

    2009 — 2011

  • Saint Mary's College

    BA

    1983 — 1987

  • University of North Carolina at Charlotte

    PMI Certification/ PMP

    2004 — 2006

  • University of Notre Dame

    Bachelor of Arts - BA

    1983 — 1987

Skills

  • Requirements Gathering
  • Cross-Functional Team Leadership
  • Operational Risk Management
  • Social Media
  • Reliability
  • Financial Risk
  • Financial Services
  • Customer Relations
  • Relationship Management
  • Business Process Improvement
  • Training
  • Corporate Governance
  • Technical Writing
  • Problem Solving
  • Business Planning
  • Operations Management
  • Change Management
  • Analysis
  • Program Management
  • Customer Service
  • Process Improvement
  • Banking
  • Risk Management
  • Budgeting
  • Administration
  • Internal Communications
  • Business Strategy
  • Business Process
  • Editing
  • Strategic Planning
  • Integration
  • Vendor Management
  • Content Writing
  • Six Sigma
  • Change Leadership
  • Business Intelligence
  • Business Continuity
  • Project Planning
  • Leadership Development
  • Corporate Communications

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Beth Steininger — Legal Operations, Community Outreach & Special Projects at The Potter Law Firm in Charlotte, NC, US | Unifers