At a very young age Alyssa possessed a keen eye and intuition for seeing where changes are occurring, assessing the situation, and pivoting with a befitting solution to ensure future success, a concept and ideology that is revered in the modern market. In addition to her proficiency in qualitative and quantitative analysis, Alyssa excels in program and operations management, which keeps projects moving forward smoothly and efficiently while avoiding unwanted pitfalls.

• Business Process Analysis
• Program Management
• Business & Marketing Strategy
• Fondly nicknamed “Napoleon” as a young girl

A keystone of The CRM Firm, Jonie keeps our team working like a team. Jonie provides unwavering support across all departments from administrative and scheduling to event development and preparation.

“No one is more cherished in this world than someone who lightens the burden of another.” ~ Joseph Addison

• Strong Organizational and Communication Skills
• HR & Finance
• Secretly plans trips for her family without using points

If bookkeeping is the financial heartbeat of a business, then Pat is at the heart of everything at the CRM Firm. Possessing great integrity, outstanding organizational and communication skills, and a keen eye for detail, Pat never misses a beat and maintains the rhythm of business. As the saying goes, “Behind every good Business is a great Bookkeeper.”

• Accounting
• Business Strategy
• Harley Davidson … that says it all