Lily Howe

Executive Assistant to the CEO & Office Manager at Luma Financial Technologies

Lily Howe has a diverse work experience spanning various roles and industries. In their current position at Luma Financial Technologies, they serve as the Executive Assistant to the CEO and Office Manager. Prior to that, they held the role of Office Manager and Administrative Assistant. In these positions, Lily was responsible for maintaining daily office operations, acting as a primary point of contact for internal and external stakeholders, and ensuring employee success.

Before joining Luma Financial Technologies, Lily worked at Global Business Solutions, Inc. as an Office Manager. In this role, they configured ConnectWise PSA to optimize efficiency, developed and maintained documentation and standard operating procedures, and served as the primary point of contact for internal support. Additionally, they had the role of Client Experience Coordinator, where they performed data entry and system management, coordinated schedules and projects, and managed service boards.

Lily also has experience in the non-profit sector, working at Warren County 4-H as a 4-H Project Judge. In this role, they conducted interviews, critiqued members' workbooks and projects, and fostered a positive learning atmosphere.

Early in their career, Lily worked at Frisch's Restaurants, Inc. as a Dining Room Leader and Server. Lily oversaw the wait staff, resolved customer issues, managed schedules, and provided training to new servers.

Overall, Lily Howe has demonstrated strong organizational and communication skills in their work experience, both in office management and customer service roles.

Lily Howe obtained a Bachelor's degree in Communication, General from the University of Cincinnati, where they attended from 2008 to 2014.

Location

Cincinnati, United States

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Luma Financial Technologies

Luma is an independent multi-issue platform that provides banks and brokers and dealers an order entry system. Its education and training system helps advisors maximize their sales and marketing efforts to provide the best purchasing options for their clients. Moreover, our post-sales support provides life cycle support to ensure that advisors andclients are maximizing their purchases.It was founded in 2018 and headquartered in Cincinnati, Ohio.


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Employees

51-200

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