Cori-Ann Roublick
Project Leader/Manager
- Role
- President at Financial Possibilities Group
- Location
- Port Chester, NY, US
- LinkedIn followers
- 500 followers
About Cori-Ann Roublick
Highly organized, results-focused professional with experience leading complex technology…
Experience
President
Sep 2008 — Present · New York, NY, US
I oversee day-to-day operations and performance of a consulting business serving public- and private-sector clients. By leveraging project management best practices, I effectively organize our workflows, define priorities, and track adherence to deadlines. I work closely with clients to gather and analyze their requirements and advise on appropriate products and solutions to meet immediate and long-term goals. In addition, I develop, market, and host educational webinars. Key Achievements: Orchestrated development of proprietary financial programs to optimize efficiency of workflows and monetary transactions. Secured and oversaw major contract with county government with 70+ towns to provide project management, IT, and financial/accounting services with direct account ability to CIO and County Prosecutor and regular interaction with legal and operations teams. Served as project lead for development and implementation of county budget accounting system, as well as internal online portal for secure client document transmission.
Education
Iona College
BBA
Skills
- Credit
- Microsoft Word
- Vocal Training
- Account Management
- Real Estate
- Tax Preparation
- Series 63
- Marketing
- Business Development
- Customer Service
- Excel
- Investments
- Mentoring
- Microsoft Project
- Personal Leadership Training
- Word
- Budgeting
- Outlook
- Entrepreneurship
- Budgets
- Finance
- Credit Restoration
- Small Business
- Series 7
- Coaching
- Identity Theft
- Project Planning
- Social Media
- Strategic Planning
- Powerpoint
- Microsoft Excel
- Insurance
- Social Networking
- Leadership
- Identity Theft Protection
- Risk Management
- Credit Building
- Customer Satisfaction
- New Business Development
- Project M
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