Robyn Morgan

Account Manager

With Trusty Oak Since December 2018

Robyn is a results-driven professional with extensive experience in solving challenges with innovative, tailored solutions. Quickly uncovering opportunities, identifying risks and offering solutions are her talents. She’s passionate about working with entrepreneurs, small businesses and busy professionals to regain focus, efficiently streamline workflow processes and grow their business.

Working in the investment management and wine industry for the past 28 years has allowed her to gain insight, experience and be successful at identifying internal and external opportunities in various departments & business.

Robyn recently moved back to beautiful Boise, Idaho after living in the wine country for 25 years. She enjoys spending time with her family, friends and two dogs, Ruby and Blue.

Experienced With:

  • Business Relationship Management
  • Business Operations
  • System Implementation and Training
  • Online Research
  • Social Media Management
  • WordPress
  • Basic HTML
  • Basic Graphic Design
  • Email Campaigns

Comfortable with:

  • G Suite
  • MS Office Suite and Office 365
  • CRM – MS Dynamics, SalesForce, Insightly, Hubspot
  • Winemakers Database
  • Dropbox Business
  • Canva and Adobe Creative Suites
  • Websites: WordPress, Wix and Google My Business
  • Email Marketing: MailChimp and Constant Contact
  • Quickbooks – basics
  • Social Media: Facebook, Instagram, Pinterest, and LinkedIn

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