Customer Service High School

EDUCATION

Ph.D. Management - Information Systems

Walden University - Minneapolis, MN

**** - ****

Master's Degree, Business Administration - Project Management

Walden University - Minneapolis, MN

2007 - 2010

Bachelors of Science Degree, Education - Communication Disorders, American

Sign Language Emphasis

University of Nebraska - Lincoln, NE

1999 - 2004

Generals Studies - Honor Roll

Southeast Community College - Lincoln, NE

1998 - 1999

High School- Honor Roll

Louisville High School - Louisville, NE

1996 - 1998

LICENSES

. Series 6 & Series 63 Securities Licenses - Registered Representative,

MN & NE 2010 - Present

EXPERIENCE

Addressing the fundamentals to constructing a successful business plan;

Utilizing current techniques; Adhering to professional business writing

requirements; Offering our clients a "tailor-fit" approach; while Charging

far less than our competition

Addressing the fundamentals to constructing a successful business plan;

Utilizing current techniques; Adhering to professional business writing

requirements; Offering our clients a "tailor-fit" approach; while Charging

far less than our competition

Wealth Advisor Services Manager, Redhawk Wealth Advisors, Inc.,

Minneapolis, MN (April, 2013 - July, 2013)

. Onboarding RIA's, IAR's and RR's through development and implementation

of Operational and Marketing processes

. Advisor Training - Redesigning Advisor Manual, addressing issues of

Compliance, Policies & Procedures

. Case Files - Ensuring all forms are "in good order" to allow for

financial processing and transfer of assets

. Projects - Email Compliance project; DocuSign/Laser App capability;

Reorganization of Advisor Files

Contracted Business & Computer Teacher, Westwind Education, Lakeville, MN

(July, 2012 - October, 2012)

. Teaching the following courses to junior high and high school students:

Business Law; Managerial Accounting; Advanced Business Studies,

Economics; Computer Technology and typing

. Curriculum Development & Lesson Planning for a variety of courses

. Classroom & Time Management

Financial Advisor, Waddell & Reed, Inc., Bloomington, MN (August, 2010 -

July, 2012)

. Maintained 3.5 million dollars of client assets

. Knowledgeable of general and specialized investment vehicles

. Performed Financial Planning, Strategic Implementation of Assets, Risk

Tolerance and Client Education

. Streamlined Client Database following the Turner System of Marketing;

Focused on high quality Customer Service

. Developed, Implemented and continuously streamlined Business and

Marketing Plans

. Assisted Associate Advisor, Mr. David Walgren with his individual

practice management (See References)

Office Manager, Lindamood-Bell Learning Processes, Edina, MN (May, 2006 -

September, 2007)

. Established trusting relationships with skeptical clientele; profitable

during first year of operation

. Responsible for all Financial Aspects, Scheduling and Maintenance of all

Office Equipment and Inventory, Maintained detailed Client Accounts and

Testing Records, Met daily with Director and compiled weekly Data Reports

for HQ

. Accountable to HR for Hiring of clinicians, Payroll and Termination,

coordinating Public Relations, Policies & Procedures Consultant

Para Educator, Prescott Elementary School, Lincoln, NE (August, 2004 -

April, 2005)

. Assisted in the Development and Implementation of specialized curriculum

for students with Deaf Education and Special Education needs; Partnered

in the acquisition of literacy and math skills of "at-risk" students

. Communicated in a bilingual classroom (American Sign Language (ASL))

. Practiced Positive Reinforcement, Conflict Resolution and proper

Motivational Skills for students with difficult behavioral and emotional

issues

. Responsible for the Personal Care of students with severe physical and

mental disabilities

University Tutor, University of Nebraska, Lincoln, NE (May, 2001 - January,

2003)

. Developed curriculum and lead a small group of University students in

American Sign Language (ASL) for a period of 10 weeks

. Worked closely with University athletes in the areas of History, English,

Biology and Math while personally maintaining 18 credits of coursework

and a GPA of 3.7; while fulfilling my role as house wife and mother

Former President and Treasurer, Current Alumnus, Phi Sigma Pi - UNL

(January, 1999 - January, 2003)

. Drove chapter membership from 5 to 27 in the first semester of presidency

and from 27 to 78 in the second semester

. Developed and managed the chapter budget, policies and procedures,

chapter bylaws and delegated officers

. Managed fundraising, philanthropy and community service events, weekly

meetings and recruiting activities

SKILLS

Project Management: Proven ability to manage multiple projects;

Demonstrated analytical and problem solving skills; Effective delegation

and time management; excellent organizational skills with the ability to

multi-task; Proven ability to work in a team environment, assisting co-

workers and achieving team goals; Business industry and Financial industry

trends and acumen

Operations: Financial Forms Specialist; Processing Procedure Knowledge;

61WPM; 8369 with 100% accuracy DEAN; 5740 with 92% accuracy DE-10 Key

Technology: Mac and PC; Microsoft Office Suite (Word, Excel, PowerPoint

and MS Project); Outlook, Remote Server Access, Business Planning Software;

Multiple Database Systems; Morningstar; Albridge Solutions; EISI; Siebel

Financial Services Software; AIS; TD Ameritrade Institutional; Retail

Technology; DocuSign, Laser App, Office and Video Conferencing Equipment

Other: Public Speaking; Training; Financial Analysis/Planning/Wealth

Management; Networking Development/Relationship Building; Strategy

Implementation; Innovative Marketing; Training and Management;

Conversationally fluent in American Sign Language; some written and

conversational Spanish; Excellent Verbal and Written Communication Skills

Contact this candidate