Katie Lee
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Katie Lee

KATIE LEE
Professional Summary
Highly dependable and organized professional with demonstrated history of working in the animal, hospitality and financial industries. Experience in pet sitting, dog walking, customer service, budgeting, marketing, philanthropy, hospitality, and clerical work. Entrepreneurial spirit with a passion for animals.
Education Massachusetts College of Liberal Arts: 2015 North Adams, MA
Bachelor of Arts in Business Marketing and Economics
Experience
Stockyard - Server (2019-Present) Boston, MA
Deliver friendly and efficient service to ensure a pleasant dining experience for all guests.
Above & Beyond Pet Services (2018-2018) Watertown, MA
Pet sitting for cats and dogs.
Walks for dogs of all different sizes.
Howland Capital- Portfolio Assistant & Grants Manager (2016-2019) Boston, MA
Provided administration and support to two investment managers with over 400 high-net accounts totaling roughly $197,000,000 assets under management.
Managed grants and administration for the CEO’s $50,000,000 foundation, making $2,500,000 in grants per year.
Developed and managed grant making software to track grantee proposals.
Assisted heavily in the organization and implementation of the company's strategic plan.
Specialized in reviewing legal documents (i.e. Trusts, Wills, POAs, HCPs).
Produced trustee resignation, appointment and acceptance documents.
Generated loan documents and form budgets for repayment.
TD Bank- Teller (2015-2016) Williamstown, MA
Processed daily transactions for customers with both personal and business accounts.
Worked with bank manager to regulate cash in bank vault.
Created friendly peer competitions to improve customer experience and engagement.
Water Street Grill- Bartender Manager (2014-2016) Williamstown, MA
Tracked and managed all front of house inventory.
Managed daily banking and maintained weekly liquor and beer ordering.
Supervised an average of 15 waitresses.
Oversaw large parties of 100 persons or more.