Eloise has extensive experience in the financial world. Before her current position, she worked with Drexel Burnham Lambert, Dabney Resnick LLC, and Morgan Stanley. At Morgan Stanley Wealth Management she consulted with individuals and businesses to identify their financial needs and goals and helped them to establish realistic objectives. Eloise actively applied marketing techniques to create her own client base through Corporate Seminars, Direct Mail, and Network Marketing. She developed experience in Estate Planning, Insurance, Trusts, Tax Planning, College Funding, and Employee Retirement Plans.
As the Chief Executive Officer of The Inteq Group, Ms. Rich has extensive client experience in 1) Business process mapping and improvement and customer relationship management; 2) Contracts and contract administration and management processes for both private sector and government organizations, 3) Human Resource Management, including assisting clients with recruiting, onboarding, staff development, and performance management and HR compliance-related process and work activities for both W2 and 1099 staff; 4) Procurement and Supply Chain Management such as assisting clients with sourcing, negotiating vendor pricing and terms and writing and administrating purchase orders; and 5) Marketing Systems and Processes such as developing business strategy and implementing inbound marketing systems and processes, social media marking systems and processes, and outbound outreach channels.
Ms. Rich implements business policies and procedures to ensure best practices for a wide range of client-related business areas including accounting and finance, contract management, procurement, human resource management, resource scheduling, customer billing, sales and marketing, and customer relationship management. She has experience in contracts and contracts management for both the private sector and government organizations.