Vicki L. Robertson
Florence, MS 39073
Telephone: 601-***-****
Email: ************@*******.***
Summary of Qualifications:
Offering over 25 years of combined knowledge in the following areas:
Fully Licensed and Registered for Insurance and FINRA Securities
(Series 6 &63) Executive Administration, Special Corporate
Project Development, Management and Implementation, Direct
Sales, Advertising and Marketing, Budgetary and Accounting
Responsibilities.
Work Experience:
2004 - Present Northwestern Mutual Financial Network
Associate Financial Representative with both Insurance and Investment
license to do business within Mississippi. Manage all day to day
responsibilities including but not limited to policy owner
service of existing and new client and handle all aspects of the
business except selling of products. Also handle all website
management and advertising for our Northwestern satellite
office.
2001 - 2004 Magnolia Management Corporation
Executive Administrative Assistant to President and Vice President of
Administration, managed the organization and coordination of
corporate meetings for attendees, coordinated and managed
financials for three smaller entities of MMC, direct involvement
with Finance Department, monthly budget review involving
accruals or reversals, accounting preparation, approval and
processing for all Corporate expenditures and/or adjustments and
credits, and arranged all international and national travel.
1999 - 2001 TeleCorp Communications (SunCom/Tritel
Communications)
Marketing Consultant (February 2000 - December 2001)
Marketing Consultant for the Mississippi and Alabama Region for
SunCom in a promotional marketing and advertising capacity,
direct contact and planning with advertising agency and
additional outside media vendors, file and track corporate co-op
accounts, and approval and processing of all corporate marketing
expenditures and/or adjustments and credits.
Sr. Administrative Assistant (June 1999 - January 2000)
Sr. Administrative Assistant to Sr. Vice President of Marketing,
managed the organization and coordination of Corporate Launch
Kick-Off meeting for 850 attendees, coordinated and managed
annual budget for Corporate Marketing Department including
direct involvement with Finance Department, monthly budget
review involving accruals or reversals, accounting preparation,
approval and processing for all corporate marketing expenditures
and/or adjustments and credits, manage, design and approve
promotional items used for special events and in company store,
review, advise and approve all major contracts negotiated for
corporate and community sponsorship events, managed, negotiated,
file and track corporate co-op accounts with product vendors.
1996 - 1999 SkyTel Communications, Inc. (formerly Mtel)
SkyDeas Program Administration/Executive Assistant
Administer corporate-wide employee involvement/recognition program
for 2000 employees, budget coordination and management of 5
Million +/- budget for Human Resource Department, preparation
and management of Industrial Workforce Grant reimbursement
through Hinds Community College and State of Mississippi,
training coordination and facilitation of internal/external
customers, handle personnel issues within SkyTel Training
Department, Financial Manager for Human resource Department (8
independent departments), liaison with internal customers
requiring Training Department assistance on various training
programs, liaison with IS Department for PC needs and
requirements.
1992 - 1996 Jenene's Bridal Registry
Owner/Entrepreneur
Owner and operator of upscale gift shop with complete operations
management including but not limited to accounting/bookkeeping,
financial management and preparation of financial statements,
State and Federal tax filings and document preparation, accounts
payable/receivable, purchasing, inventory control and
management, customer service and quality management, personnel
management and training, shipping and receiving, facility
management, vendor negotiations, landlord/tenant negotiations,
advertising, special events promotions, open-house and/or
charity events coordinator.
1989 - 1992 SkyTel Communications, Inc. (formerly Mtel)
Executive Administrative Assistant
Managed the Office of the President of SkyTel, Inc., the direct sales
side of Mtel. Arranged all meetings between president and
direct reports, travel arrangements, President's Club group
travel arrangements, handled personnel issues escalated to the
president's office, handled disgruntled customers escalated to
the president's office, directed any and all executive level
decisions to lower line management, approved or requested
additional information on personnel.
Professional License:
Mississippi Insurance License - Life, Health, Disability & Variable
Products
Series 6 & 63 Investment Services License - State of Mississippi
Professional Training:
Mississippi Insurance License - Continuing ED classes
Series 6 & 63 for Investment Services - State of Mississippi -
Continuing ED classes with FINRA
Project Management Certification