Holli Bert

Supports the President and management team with operational priorities, implementation, scheduling, and coordination across business functions. Leads written communications, manages recruitment and HR needs, coordinates marketing and website updates, and supports ADA accessibility efforts.

Supported the Office Manager and staff with office administration, client service, high-volume calls, meeting coordination, and vendor communication. Reconciled approximately 300 bank accounts for entertainment-industry clients and supported account managers and the tax department.

Coordinated grassroots outreach and campaign field activities; recruited, trained, and managed volunteers and interns for phone banks, precinct walks, and events. Created press releases, proposals, website content, campaign literature, social media, and member communications.

Managed campaign operations for two local supervisorial races, coordinating volunteers, interns, communications, meeting logistics, and fundraising events. Supported budget preparation and financial tracking, developed prospecting strategies, and coordinated campaign collateral, websites, and social media.

Maintained donor records and compliance documentation, researched prospective donors, prepared call sheets, and coordinated fundraising communications and private events. Supervised and trained finance interns and supported elected officials and senior staff with research and administrative preparation.

Progressed from Personal Banker to Assistant Vice President roles in premier client management and small business banking. Managed a small business banking portfolio at a high-volume branch and built relationships with business, consumer, and nonprofit clients.

Completed coursework toward a BA in Journalism from August to December 2005.