Evani L.

About Evani L.

I am an Operations Manager at Brighton Jones, a leading wealth management firm committed to enriching the lives of both our clients and team members. With eight years of experience in the mortgage industry, I’ve developed a diverse skill set that includes expertise in account management, client retention, talent acquisition, data integrity and internal operations.In my current role, I provide essential support to our team leader, managers, and team members by implementing strategies to attract and retain top talent. As the primary point of contact for operational functions, I play an integral role in driving our team\'s success. I work closely with the senior lead advisor on budget reviews, organizational planning, calendar management and personnel and client retention strategies, while also managing both internal and external events.I am deeply passionate about prioritizing client needs and cultivating a collaborative environment that consistently delivers outstanding results for our team. I am also a strong advocate for diversity, equity, and inclusion, serving as an active member of our firm’s philanthropy and diversity committees.I hold a BA in Spanish from Western Washington University, where I gained a profound appreciation for culture and language through my studies, including a transformative experience studying abroad in Spain.I’m always eager to engage in meaningful conversations with professionals who share similar interests. Please feel free to connect with me on LinkedIn so we can continue the conversation.

Experience

1. Operations Manger

   Brighton Jones

   Mar 2023 — Present · Seattle, WA, US

   Manage complex calendars to schedule meetings for the leadership team (30+ employees), including calendar rearrangement for urgent needs. • Serve as key point of contact for all operational functions across People, Technology, Marketing, and Client Experience.• Track, monitor, and report on quarterly and annual budgets, ensuring accuracy and alignment with team goals. Including expense approvals and monitoring through Paycom. • Coordinate interview logistics and onboarding with Talent Attraction and People teams; oversee onboarding of new hires and interns including training schedules, tech setup, and space planning.• Partner with senior advisors to implement internal strategy initiatives including team surveys and career development planning.• Lead planning and execution of both internal and external events, retreats, and celebrations to foster collaboration and employee, client and third-party engagement.• Manage sales administration and CRM functions, ensuring accurate documentation and seamless meeting logistics.• Act as a trusted liaison across teams to facilitate communication, scheduling, and alignment on organizational priorities.• Coordinated and executed a customized gifting program for business partners and clients to strengthen engagement, referrals and brand management.

Education

• Western Washington University

  Bachelor of Arts - BA, Spanish, Business Administration, Management and Operations

• Universidad Pontificia de Salamanca

  Bachelor of Arts (BA), Spanish Language and Literature

  2012 — 2012

Skills

• Marketing
• Teamwork
• Product Marketing
• Social Networking
• Market Analysis
• Spss
• Customer Service
• Project Planning
• Spanish-Speaking
• Time Management
• Social Media
• Management
• Social Media Marketing
• Powerpoint
• Microsoft Excel
• Crm
• Microsoft Office
• Sales
• Retail
• Panel Data Analysis
• Data Analysis
• Leadership
• Training
• Customer Satisfaction
• Advertising
• Account Management
• Recruiting
• Marketing Communications
• Facebook
• Spanish
• Public Speaking
• Microsoft Word
• Team Leadership