Terri Nelson

About Terri Nelson

Administrative Assistant with 28 years of experience providing AVP level executives and their teams in the Telecom and Satellite TV industries. I possess strong multi-tasking skills, with the ability to simultaneously manage several projects and schedules. I am an excellent public-facing point person for clients, customers, and vendors. I am skilled at establishing strong working relationships within the company and connecting with the community. I value these connections and believe integrity, honesty, and trust are the key components for success. I am a proven office administration professional with experience in executive administrative duties, also experience in corporate training administration. Self-motivated and who works with minimal supervision to deliver measurable results and highly detailed projects and corporate event planning. Experience in fundraising for corporate and community partners such as the American Heart Association. I also have considerable voice recording experience in radio, commercials, news broadcasts, eLearning training modules and various nationwide company IVR (Interactive Voice Response) recording experience.

Experience

1. Experience Manager

   Creative Planning

   Mar 2025 — Present · Denver, CO, US

   Creative Planning provides comprehensive wealth management services including investment management, financial planning, charitable planning, retirement plan consulting, tax planning, and estate planning services. Specialties: Wealth Management; Investment Management for Individuals, Businesses, and Charities;Financial Planning; Wills, Trusts, and Estate Planning; Tax Planning; Charitable Planning; Business Succession Planning; Risk Management; Business Services; Managed IT; Outsourced Accounting & Bill Pay; M&A Consulting; Payroll Services; Audit & Attest; Business Valuations.

Education

• Missouri Western State University

  Bachelors of Science

  1991 — 1993

• Penn Valley Community College

  Associate of Arts

  1989 — 1991

Skills

• Employee Relations
• Strategic Planning
• Social Media Marketing
• Powerpoint
• Microsoft Excel
• Editing
• Project Management
• Recruiting
• Organizational Development
• Management
• Team Building
• Non-Profits
• Budgets
• Customer Service
• Event Planning
• Training
• Interviews
• Leadership Development
• Social Media
• Social Networking
• Leadership
• Coaching
• Program Management
• Human Resources
• Fundraising
• Nonprofits
• Advertising
• Public Speaking
• Marketing
• Research
• Outlook
• Microsoft Office
• Microsoft Word
• Team Leadership