Rebekah Tracy

Financial Advisor

Equitable Advisors

May 2025 - Oct 2025 (6 months)

• Obtained required licenses and completed in-house training programs to expand industry knowledge • Developed a prospective client list through networking and market research

Administrative Assistant

Equitable Advisors

Feb 2025 - May 2025 (4 months)

• Performed accurate data entry for client forms and applications, while maintaining detailed records across multiple financial and CRM systems • Organized prospective client seminars by researching and identifying attendees and managing event logistics • Identified candidates aligned with hiring needs and initiated outreach to build a strong talent pipeline

T

Team Lead

Aug 2024 - Dec 2024 (5 months)

D

International Market Manager Intern

Daybreak Hotels

Oct 2022 - Dec 2022 (3 months)

• Drove business development by building and nurturing relationships with 100+ international hotels, generating a strong pipeline of qualified leads • Monitored the market to understand and track industry trends, competitor activities, and identify opportunities to grow market share

E

Event Server

May 2022 - Aug 2022 (4 months)

• Served guests at weddings, professional events, and relaxed gatherings, delivering attentive, friendly, and high-quality table and buffet service • Supported kitchen operations with food preparation, plating, and coordination during high-volume events • Improved warehouse organization by streamlining storage systems and maintaining clean, orderly inventory areas • Partnered with staff to prepare event spaces and handle end-of-event cleanup and teardown

H

Events Coordinator Intern

Homesteads for Hope

Jun 2021 - Aug 2021 (3 months)

• Prospected and contacted potential donors, applying sales and relationship-building skills that contributed to $100,000 in funds raised • Curated and executed weekly fundraising and community outreach events • Client and community-facing representative, cultivating relationships and promoting the nonprofit's mission • Designed and maintained donor databases in Excel, supporting data-driven fundraising strategies

C

Receptionist

Coldwater Salon & Day Spa

Feb 2017 - May 2020 (3 years 4 months)

• Managed client appointments and resolved inquiries, ensuring client-focused service and satisfaction • Oversaw administrative services, including inventory control and procurement as well as digital communication • Coordinated scheduling and daily workflow for a team of up to 12 employees

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