Elevate Your Experience: Meet the Powerhouse Behind Your Success!

Armed with a Bachelor's degree in Management, specializing in finance and accounting from Gettysburg College, plays a crucial role as the financial maestro at Holly Receptionist. With over 25 years of finance and accounting experience, he brings a wealth of expertise to the table. 

Phil's dedication, coupled with his full-time role as the Sr. Manager of Financial/SEC Reporting at Equitable, reinforces our commitment to providing exceptional virtual receptionist services with a foundation of financial stability fostering long term sustainability. 

"Counting beans may not sound exciting to everyone, but for me, it's a thrilling dance of numbers! Your calls might be handled by our receptionists, but rest assured, with my trusty calculator, I'm here twirling the numbers ensuring the financial gears hum harmoniously."

Meet Rob, the dynamic force behind our sales success story. Starting as a "Holden", he quickly transformed into our Sales Maestro, leading new client sales efforts. With a warm and approachable demeanor, Rob is not just a salesperson but a virtuoso in turning calls into success stories.

Rob's journey from receptionist to sales hero shows his exceptional communication skills, charisma, and ability to strike the right chord in sales. As Captain Charisma, he navigates the art of the deal with a symphony of charm and conversion, creating a fantastic voyage from the first hello to high sales. More...

Hannah, our Master of Multitasking, is the heartbeat of efficiency in processing calls. With a mastery of all the required skills, she knows each of our clients and their staff and gets to know a lot of the regular repeat callers. As a Level III, Master Receptionist, and team lead, she plays a crucial role in assisting with daily quality assurance processing and client message delivery, dispatching hundreds of messages daily. Her warm and inviting presence on the phone, coupled with an empathetic approach when speaking with callers, embodies the essence of what Holly Receptionist stands for. Since joining Holly in 2021, Hannah has been a dedicated and integral part of our team, skyrocketing to the top.

"Handling diverse customer-facing tasks at Holly Receptionist keeps things dynamic, and I never get bored. Whether it's onboarding new clients, ensuring message quality standards are met, call processing, or fostering positive connections with callers, brings a new and exciting challenge. I thrive on the variety and the opportunity to make a meaningful impact in every day peoples lives. I especially love it when they say "Thanks Holly!" or "Holly you're awesome!" hearing this makes my day and my bonus bigger!"

Marguerite is a distinguished professional with a robust educational background and a wealth of experience in various industries, augmented by notable achievements and awards. 

Embarking on her academic journey, Marguerite established a robust business foundation by completing an Associates in Arts degree with a focus on business at Scott Community College, Bettendorf, IA. Expanding on this groundwork, she continued her higher education pursuits at St. Ambrose University, a private Catholic institution in Davenport, IA, where she successfully obtained dual degrees in Marketing and Management. Marguerite's educational background has equipped her with a versatile skill set and extensive knowledge in the fields of business and management.

She has actively contributed to her multifaceted skill set and commitment to professional growth by participating in the Northeastern University, Emerging Business Leaders program. A 7-month immersive leadership initiative designed to nurture high-potential, diverse talent, facilitated by the Charlotte Chamber of Commerce and was a part of the 2014 graduating class. Marguerite's engagement in the EBL program aligns with her dedication of fostering diversity, equity, and inclusion in leadership roles within the business community.

Furthermore, Marguerite enriched her leadership skills through her participation in the Leadership Lake Norman, Adult Leadership program 2015 graduating class. An intense program spanning eight months, focused on developing informed and visionary leaders for the Lake Norman region, conducted by the Lake Norman Chamber of Commerce, Cornelius, NC. Showcasing her dedication to the program's comprehensive curriculum, her involvement in leadership initiatives underscores her proactive approach to personal and professional development.

Complementing her undergraduate education, Marguerite further honed her skills at renowned institutions, to include the Robins School of Business at the University of Richmond, Richmond, VA, where she completed the MBE Executive Management Program. Notably, she also enriched her knowledge at the Ivy League institution, Tuck School of Business at Dartmouth College, Hanover, NH. Completing the Building a Successful Diverse Business Program, working closely with Tuck’s accomplished faculty on key areas that entrepreneurs need to master for success, including strategy, marketing, financial analysis, operations, management, and leadership. This diverse educational journey has equipped Marguerite with a comprehensive skill set and a unique perspective that she brings to her role as President/CEO of Holly Receptionist.

"Engaging in conversations is a passion of mine, and it aligns seamlessly with our mission at Holly Receptionist—providing positive human interactions. The aspect that brings me the most joy and satisfaction is when clients express how much time and money we have saved them. Witnessing the tangible impact of our services on their efficiency and bottom line is incredibly fulfilling. It reinforces our commitment to making a meaningful difference in the lives of our clients through the quality and value of our interactions."