Office Manager@ Sage Tree Wealth, Inc.
Fairport, New York, United States
Kathy Dasson
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Tell me more about Kathy Dasson?
FlashIntel GPTKathy Dasson is an experienced Office Manager with over 40 years of work experience in the financial services industry. She is skilled in budgeting, team building, administration, and purchasing. Kathy has worked at Sage Tree Wealth, Inc., Harbor Wealth Management, Bosch Security and Safety Systems, and JPMorgan Chase & Co. She has a strong background in data processing and is proficient in Microsoft Excel and Office. Kathy is currently based in Fairport, New York.
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About
Experienced Office Manager with a demonstrated history of working in the financial services industry. Skilled in Budgeting, Team Building, Administration, and Purchasing. Strong administrative professional with a Data Processing focused in Data Processing from WEMOCO Occupational School.
Work Experience
Office Manager
Financial Services
Kathy Dasson's Professional Milestones
- Office Manager (2008-05-01~): Improving office operations to enhance efficiency and productivity.
- Office Manager (2019-01-01~): Streamlined administrative processes, enhancing efficiency and productivity across the organization.
Skill
Accounts Payable
Outlook
Customer Service
Accounting
Budgets
Data Entry
Property Management
Process Improvement
Administration
Microsoft Excel
Team Building
Fundraising
Training
Microsoft Office
Purchasing
Certification
Colleagues
Robert Christensen
sales and marketing at sage tree wealth
Other Named Kathy Dasson
Frequently asked questions
We found 1 Kathy Dasson's email addresses
Kathy Dasson's social media include: Linkedin,
Kathy Dasson works for Sage Tree Wealth, Inc.
Kathy Dasson's role in Sage Tree Wealth, Inc. is Office Manager
Kathy Dasson works in the industry of Financial Services
Kathy Dasson's colleagues are Robert Christensen
Kathy Dasson's latest job experience is Office Manager at Sage Tree Wealth, Inc.
