DeAnne R. Roth
2062 Williams Street Cell (612)730-8912
Shakopee, MN 55379 E-mail [Send email using form at bottom]
Profile: More than 11 years experience as operations manager /office manager /
executive assistant / systems analyst.
Employment: Marcus & Millichap
6/06-Present Operations Manager
Opened Minneapolis Office
Rewrote Corporate Operations Manual
Continually created new Standards of Operations that are used nationally
Hire, train, motivate, correct inconsistencies and terminate administrative
staff, agents and assistants as required
Maintain office web site
Write and place newspaper/publication advertising & PR releases, keep updated PR
contacts list
Assist Regional Manager with special assignments, i.e., presentations,
spreadsheets, reports, etc.
Create and maintain a clean and organized office
Learn SAP policies and procedures and use the system to process payables and
transactions (when available)
Maintain trust account (if applicable) and petty cash funds, including
reconciliation to bank statement
Process Agent Loan Requests, RM Expense Report, Agent Expense Reports and
Assistant reimbursement payments
Learn all software programs associated with Assistant and new Agent tasks
Learn all software programs associated with staff members tasks
Facilitate training sessions for staff members on all company software
applications
Manage the office’s Agent Support Trainer to ensure new assistants are properly
trained within their first few weeks
Train Assistants and new Agents on office paperwork and policies
Learn and promote company-produced reports, sales aids and other promotional
material
Strong knowledge of MS Office XP
Excellent interpersonal and communication skills with people of all personality
types
Ability to maintain strict confidentiality
Self motivated, detail oriented, strong organizational skills
Ability to supervise and motivate others
Ability to prioritize multiple projects
Cost efficiency in decision-making
Midwest Industrial Coatings, Inc.
11/03-5/06 Office Manager
Responsible for all day to day operations of office.
Provide direct support to CEO and Vice President.
Manager of IT
Manager of Customer Service Department.
Authored Quality Control Manual for Company
Manager of Quality Control
Back-up to Sales and Accounting Departments.
Update HR polices, write job descriptions and conduct initial new employee
interviews.
Maintain all computer systems and office equipment.
Project Manager on key customer and supplier projects.
Write and implement company SOP’s.
Use Microsoft PowerPoint, Word & Excel to provide summarized & detailed
presentations, communications, & reports to management, customers, and
suppliers.
Director of 5 Pillar Operations Program.
Provided research & reports identifying new IT and software capabilities.
Demonstrated excellent communication & organizational skills with regards to
customer relations & executive scheduling.
Fiduciary Management Group Ltd., A registered financial services firm.
9/97-5/03 Office Manager / Executive Assistant
In charge of client database, computer system maintenance, quarterly and monthly
reporting/billing, and executive & client support.
Implemented & maintained new advisor software automating client downloads.
Directly responsible for accurately & efficiently transferring $100,000,000 to a
new custodian.
Performed investment research using Morningstar, Value line, and QAS to
identify potential investment opportunities & risks.
Completed SEC reporting yearly.
Used Microsoft PowerPoint, Word & Excel to provide summarized & detailed
presentations, communications, & reports to management & clientele.
Executed advisors trade orders & records on line.
Acted as company liaison between custodian & company which involved being the
representative at the custodian’s conferences.
Client relations involved answering the phone for the president and answering
questions with regards to their accounts.
Education: Political Science - North Dakota State University, Fargo, ND
1988-1991
Affiliations: Notary of public, Member of Shakopee Chamber of Commerce
Additional Info: Served on the executive committee for the KFAN Celebrity Golf
Classic for the past 11 years.
References: Promptly furnished upon request
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