Katarzyna Guździoł

• building and maintaining relationships with clients
• analyzing financial information obtained from clients to determine strategies for meeting clients' financial objectives
• responsible for quality of documents submitted for evaluation
• tailoring financial products and services to meet customer needs
• building and maintaining client databases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis
• guiding clients in the gathering of information such as bank account records, income tax returns, life and disability insurance records, pension plan information etc.
• interviewing clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan

• provided complete Trade Fair Services to more than 100 companies worldwide - overall responsible for quality of delivered services
• end to end responsibility for projects and marketing campaigns including planning, management and execution (Coca-Cola, Van Graff, PGNIG, Builder, Budmat)
• recruiting part time employees, managing internal and external resources in the cross-functional services teams
• assigning individual responsibilities and supervising their work
• responsible for overseeing all operational aspects of services
• reviewing deliverables and ensuring deliverable quality
• resolving and/or escalating issues in a timely fashion
• minimizing exposure and risk on projects
• ensuring project and service documents are complete and current
• managing campaign tactics and projects against client budget
• building positive relationships with customers and employees