Lonna Romeo

Navigates high-volume interactions to ensure products, data, and features are clearly understood and integrated into client processes. Monitors customer activity to anticipate needs, encourage platform utilization, and mitigate risk across accounts.

Resolved complex user issues and answered platform-specific questions to support seamless use of financial software tools. Liaised between clients and internal teams to ensure product enhancements met evolving client needs.

Oversaw daily office operations including client greeting, phone handling, deposits, and inventory management. Supported marketing with website updates, e-blasts, and conference materials, and represented the company at industry conferences.

Managed complex schedules, coordinated client meetings, and researched background information for legal proceedings. Drafted and distributed correspondence and legal documents, and administered accounting functions including invoicing and expense tracking.

Interviewed, hired, and oversaw a team of tutors supporting various academic subjects. Facilitated successful peer-to-student matches by gathering detailed information during intakes and soliciting feedback throughout assignments.

Completed coursework toward a Bachelor of Business Administration and Marketing.

Earned an Associate Degree in Business.