Training Financial
Resume:
Denise Stevenson
Email: *********@********.***
Address: PO Box 33231
City: Raleigh
State: NC
Zip: 27636
Country: USA
Phone: 919-***-****
Skill Level: Management
Salary Range: $40,000
Willing to Relocate
Primary Skills/Experience:
See Resume
Educational Background:
See Resume
Job History / Details:
IRA SPECIALIST
TRAIN/ASSIST/MANAGE
Professional Summary:
Professional Financial Educator with more than 30 years of experience is currently seeking opportunities within a financial institution as an IRA Specialist. Advanced skills and expertise with proficiency in tax-sheltered products. Bringing to the table motivation, determination and skill with unsurpassed dedication and devotion.
Areas of Skill and Expertise:
Financial Education
Public Speaking
In-House Training
IRA Law & Regulations
Bank Policies & Procedures
Retirement Records
Government Reporting
Professional History:
Proprietor/President Diversified Learning Services
Raleigh, NC 1983-Present
Conducted numerous in-house training sessions for financial institutions as well as both public and private seminars regarding retirement plans
Taught local chapter classes for the Institute of Financial
Education and the American Institute of Banking
Conducted education sessions for client banks regarding check imaging and seminars for Financial Women International
Provided training and consulting services to financial institutions throughout the United States
Facilitated retirement plan classes
Assisted clients by answering various types of questions regarding retirement plans
Education:
Associate of Arts Degree
Montgomery College Takoma Park, MD
Bachelor of Arts Degree Economics/Business Management
NC State University Raleigh, NC
Legal Assistants Program ABA Accredited
Meredith College Raleigh, NC
Specialty: Estates, Wills and Trusts
Past Memberships/Recognition and Honors:
American Business Women Association
Member, Treasurer, President & Woman-of-the-Year
Financial Women International
Member & Member-of-the-Year
Association of Bank Trainers and Consultants
Institute of Financial Education
Member & VP Research Triangle Board of Governors
American Society of Training and Development
National Association of Female Executives
Omicron Delta Epsilon
International Honor Society in Economics
NC State Gamma Chapter
Listed In:
Who's Who of American Women
Who's Who in Finance and Industry
Who's Who of Emerging Leaders of America
The World Who's Who of Women
Who's Who in the South and Southwest
Volunteer and Charity Efforts:
InterFaith Food Shuttle Raleigh, NC
The Shepherd's Table Raleigh, NC
REALTOR Foundation of the Triangle Cary, NC
CROP Walk in Raleigh (Sponsored by Church World Services)
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