Angelica Houser
Client Services Manager | Program Leader | Financial Operations Specialist
Eden Prairie, US.About
Highly accomplished Client Services Manager and Program Leader with over 7 years of experience driving client satisfaction, optimizing financial operations, and managing complex projects across financial services and healthcare sectors. Proven ability to cultivate high-net-worth client relationships, lead strategic initiatives, and implement process improvements that enhance efficiency and achieve critical business objectives.
Work
OKABENA CO.
|Client Services
Minneapolis, MN, US
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Summary
Manages high-net-worth client relationships and complex financial transactions, ensuring seamless service and operational precision.
Highlights
Serve as the primary point of contact for high-net-worth client inquiries, providing tailored support and ensuring exceptional service delivery.
Coordinate intricate funding requirements for investment transactions and client distributions, facilitating efficient capital flow.
Oversee and manage client cash positions, executing critical wire transfers and trade orders across diverse asset classes in collaboration with portfolio management.
Maintain stringent accuracy and confidentiality in handling high-stakes financial transactions and sensitive client data, upholding trust and compliance.
KEYSTONE GLOBAL PARTNERS
|Client Services Manager
Minneapolis, MN, US
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Summary
Managed client relationships and drove business growth through strategic marketing initiatives and comprehensive financial support.
Highlights
Identified and cultivated new client relationships while strengthening partnerships with existing clients, contributing to sustained business growth.
Led targeted marketing initiatives that significantly enhanced brand presence and drove business growth objectives.
Provided comprehensive financial support to clients across business sales, retirement planning, and tax planning, ensuring tailored solutions.
Executed critical wire transfers and developed robust financial plans, streamlining client financial management processes.
CONCIERGE VACCINE SOLUTIONS
|Clinic Manager
Kansas City, MO, US
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Summary
Orchestrated the establishment and operation of vaccine clinics, ensuring regulatory compliance and efficient resource management.
Highlights
Established and operationalized two vaccine clinics from inception, ensuring full regulatory compliance and seamless service delivery.
Led comprehensive recruitment, hiring, and staff scheduling efforts, building and managing high-performing teams.
Ensured strict adherence to CDC guidelines for vaccine administration and cold storage, maintaining high standards of patient safety and product integrity.
Coordinated the sourcing and transfer of up to 3,000 frozen doses weekly, optimizing supply chain logistics and operational efficiency.
MYSIDEWALK
|Project Manager
Kansas City, MO, US
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Summary
Managed key project components, developing data-driven insights to ensure efficient execution and strategic decision-making.
Highlights
Directed critical project components, including scheduling, budgeting, and resource management, ensuring projects remained on track and within scope.
Developed interactive data reports and dashboards, enabling enhanced decision-making and providing clear insights into project performance.
Analyzed business objectives, deadlines, and resource needs, ensuring seamless project execution and alignment with strategic goals.
CERNER CORPORATION
|Program Manager
Kansas City, MO, US
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Summary
Managed healthcare application programs, driving integration, process improvements, and cross-functional collaboration.
Highlights
Traveled nationally and internationally to demo and pitch healthcare applications to medical professionals, expanding market reach and adoption.
Led a robust application validation program, facilitating the seamless integration of third-party app developers’ solutions with Cerner’s EMR system.
Reduced project timelines by 3 weeks through extensive research and implementation of new processes and methodologies, enhancing operational efficiency.
Cultivated strong internal and external relationships, fostering a collaborative work environment across Software Engineering, Security, and Business Development teams.
Education
Iowa State University
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Bachelor of Science
Finance and Spanish
Languages
English
Spanish
Skills
Client Services & Financial Management
Client Relationship Management, Investment Transactions, Cash Management, Wire Transfers, Portfolio Management, Financial Planning, Business Sales Support, Retirement Planning, Tax Planning, Confidentiality & Discretion, Financial Data Accuracy.
Project & Program Management
Project Scheduling, Budgeting & Resource Management, Data Reporting & Dashboards, Business Objective Analysis, Regulatory Compliance, Process Improvement, Cross-functional Collaboration, Program Metrics & Reporting, Application Validation, EMR Integration.
Leadership & Business Development
Client Acquisition, Partnership Nurturing, Marketing Initiatives, Brand Presence Enhancement, Team Leadership, Recruitment & Hiring, Staff Scheduling, Strategic Planning, Stakeholder Engagement.
Technical & Operational Skills
Healthcare Applications, EMR Systems, Third-Party App Integration, Cold Storage Logistics, Supply Chain Coordination, Data Analysis, Software Engineering Collaboration.
Communication & Interpersonal
High-Net-Worth Client Interaction, National & International Demos, Healthcare Application Pitching, Relationship Building, Effective Communication.