JOLENE SANDBERG

**** ********* **. • Eugene, OR *7408

accipi@r.postjobfree.com • 541-***-****

FINANCIAL/OPERATIONS/MANAGEMENT

Over 10 years of demonstrated talent for communicating, organizing, scheduling, leading and managing

business operations with a focus on practical problem solving and improving existing systems. Hands-on

experience in developing and coordinating highly motivated, collaborative teams. An effective

communicator/writer and strategic thinker.

AREAS OF EXPERTISE

• • •

Project Management Self-Motivated Microsoft Excel

• • •

Data Reporting Efficient Microsoft Word

• • •

Systems Development Information Management Microsoft Powerpoint

• • •

Systems Analysis Organizational Skills Microsoft Visio

PROFESSIONAL EXPERIENCE

JONES & ROTH FINANCIAL ADVISORS, LLC, – Eugene, Oregon October 2008 – Present

Financial Services Coordinator

Manage all phases of administration including planning, organizing, scheduling and controlling the day-to-

day operations and implementation of policies and procedures. Daily activities include commission payouts,

training/managing financial services interns, establishing new brokerage and managed accounts, process

ongoing maintenance paperwork, insurance quotes as well as insurance paperwork and tracking. Frequent

client contact, including life insurance vendors and mutual fund companies. Analysis of existing portfolios

and mutual funds, stocks and bond research. Maintenance of licensed staff employee files and oversee

compliance issues and inspections for the office. Collaborate with internal marketing department in regard

to business development ideas, client events, implantation and tracking.

EDWARD JONES – Springfield, Oregon October 2006 – October 2008

Branch Office Administrator

Provided the primary support to the financial advisor with responsibilities including opening new client

accounts, transferring in outside accounts/assets, market research, placing security trades in client accounts,

receiving and processing deposits, assist in 401K rollovers, running insurance quotes, insurance

applications/exchanges and client education. In addition, I was also responsible for marketing concepts and

activities including professional broadcasts and client appreciation events.

While at Edward Jones I created and implemented a contact management system to ensure communication

with all clients on a routine basis.

MCKENZIE ANIMAL HOSPITAL – Springfield, Oregon July 2004 – October 2006

Outpatient Care Technician/Administrative Assistant

Obtain patient history and client concerns; provide excellent client education so clients are able to make well

informed decisions regarding their pets care. Discuss in detail healthcare and treatment plans. As

administrative assistant I provided “back up” to practice management which included running mail mergers,

collecting data and statistics to practice owner, arranged meeting with vendors, acted as a liaison between

team members and practice management.

Banfield Pet Hospital - Orlando, Florida/Las Vegas, Nevada November 2000 – May 2004

Hospital Director

Managed day-to-day operation of the hospital. Developed an efficient, productive veterinary team that

provided high quality care and service to pets and clients. Managed the profitability and finances of the

hospital to ensure consistent growth and improvement. Ensured compliance with all practice policies and

procedures and with all local, state, and federal laws. Maintained daily cash reports, all accounts payable

and receivable, invoicing and billing, inventory control and ordering, scheduling, client correspondence and

client retention. Performed in client service coordinator / receptionist position as needed. I was responsible

for the majority of the marketing ideas, which led to a substantial increase in new clients, and therefore the

hospitals were more profitable.

Due to my project management and organizational skills I was able to reorganize two different non-profiting

hospitals to exceed all budgetary profit goals, one hospital by 50% and another by 172%. In Las Vegas, I

was responsible for 2 hospital locations and both locations surpassed all financial goals.

Banfield, The Pet Hospital – Orlando, Florida November 1999 - November 2000

Client Service Coordinator

I served as the first point of contact for new and existing clients. I drove the flow of clients and pets through

the hospital. I coordinated the care of clients and pets in a happy, welcoming, friendly, and efficient manner,

influencing clients to return and refer friends and family. Answered incoming phone lines, scheduled

appointments, cash handling, daily deposit reports, scheduling team members, inventory, client retention,

training new team members and client education. I performed general office and clerical duties as needed. I

was also responsible for discharge and “at home” instructions. I helped this hospital achieve its goal of being

the fast growing hospital in the practices 10 year, 250 hospital history.

EDUCATION

UNIVERSITY OF CENTRAL FLORIDA – Orlando, FL

1995-2000

B. S. Health Services Administration

CURRENT PROFESSIONAL LICENSES/DESIGNATIONS

Insurance Licensed for Life and Health in Oregon

Notary Public in Oregon

REFERENCES

Available upon request

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