KATIE FOGARTY
Roseville
Summary
Results-driven case management professional with track record of effective client advocacy and support. Experienced in conducting thorough assessments and creating individualized care plans to meet client needs. Collaborates seamlessly with multidisciplinary teams and adapts to dynamic situations to ensure optimal client outcomes.
Overview
20
20
years of professional experience
Work History
Case Manager, Administrative Assistant
Anderson Ehsani Fiduciary Services
12.2020 - Current
- Manage client relationships, financial planning, investment management, estate planning, and risk management.
- Established good working relationships with clients, trustees, and other professionals, such as attorneys and accountants.
- Prepare financial statements, tax returns, and other reports for clients and trustees.
- Manage a portfolio of 200 + estates and conservatorships, ensuring efficient and compliant administration.
- Coordinate medical appointments and assist clients with healthcare needs.
Event Manager
Junior Achievement of Sacramento
01.2017 - 12.2020
- Organize and execute multiple signature fundraising events annually, raising over 45% of the annual budget.
- Increased individual donor giving by 22% and corporate sponsorships by 15%, totaling $76k at the 2019 bowl-a-thon.
- Generate over $100k each year at the spring Stock Market Challenge fundraising event.
- Recruit, retain, and cultivate relationships with over 500 corporate and individual event attendees each year.
- Prepare and track event budgets, timelines, volunteers, and progress relative to fundraising and attendee goals.
- Develop and distribute media and community relations marketing materials.
Owner & Lead Preschool Teacher
Kids 4 Kate
01.2010 - 01.2017
- Founded and managed licensed preschool for up to 14 children aged infant to five years old.
- Maintained records in accordance with applicable state and county licensing standards including daily observations, nutrition, medications administered and curriculum.
- Created and managed operating budget including expenses, revenue, payroll, required insurance and licensing.
- Planned and organized curriculum and activities to meet individual and group learning goals.
Group Sales Manager
Macy’s
01.2005 - 01.2010
- Manager of the Women’s and Children’s Clothing Departments with primary responsibilities of developing and implementing sales strategies and tactics, monitoring profit targets and exceeding sales goals.
- Managed 80 full-time employees, including hiring, scheduling, coaching, individual and group goal setting, and performance monitoring.
- Received the award for 2006 Highest Achieving Salesperson of the Year for in-store sales.
- Delivered customer satisfaction and retention through excellent conflict resolution, quick decision making, and creating results-driven solutions.
Education
Butte College
Oroville, CA01.2002
Diploma - undefined
Shasta High School
Redding, CA01.2001
Skills
- Organized, detail-oriented, multitasking, good time management
- Ability to work well under pressure and a commitment to continuous learning
- Proficient in Microsoft Word and Excel
- Case documentation
- Team leadership
- Marketing
Timeline
Case Manager, Administrative Assistant
Anderson Ehsani Fiduciary Services
12.2020 - Current
Event Manager
Junior Achievement of Sacramento
01.2017 - 12.2020
Owner & Lead Preschool Teacher
Kids 4 Kate
01.2010 - 01.2017
Group Sales Manager
Macy’s
01.2005 - 01.2010
Diploma - undefined
Shasta High School
Butte College
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