Julie Crooks
Chief of Staff | Program Manager | Process Improvement | Due Diligence | Executive Board Management
- Role
- Manager, Business Development Operations at Atria Wealth Solutions
- Location
- Medford, OR, US
- LinkedIn followers
- 500 followers
About Julie Crooks
Polished, results oriented leader able to thrive in fast-paced, high-energy environments. Described as a “gracious bad-ass”, a proactive self-starter, pivots quickly and is able to react with appropriate levels of urgency to situations and events which require timely response or turnaround. Proven ability to understand another\'s vision, quickly assess and implement steps necessary to manifest it. Skilled in situational assessment and resolution, facilitating change, managing customer expectations, inspiring collaboration, directing teams, managing schedules and budgets. Sets a high bar for self and team. Demonstrates creative problem-solving skills, strong moral compass and personal integrity, excels at bringing order to chaos without drama. SPECIALTIES: Program Management, Project Management, Process Improvement, Skills Assessment, Leadership, Strategic Planning, Change Management, Event Planning and Management. Venue Installation, Teambuilding, Problem Solving, Written/Oral Communication, Presentations, Scheduling, Budgeting, Cost Tracking.
Experience
Manager, Business Development Operations
Jan 2021 — Present
Collaborate with Executive and Managing Directors to implement business strategies. Manage compliance mandated candidate vetting process. Identify/expedite/solve core issues within business process for efficiency and business impact. Manage projects, events in support of Recruiting. Provide support, guidance to Recruiting Team bringing on new advisors. Ensure that schedules, commitments are kept within Team.
Education
California State University, Northridge
Graduate Studies
California State University-Northridge
BA
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