Michele Scott
My goal is to find a company in which to commit my blood, sweat and tears.
Hutto, TX 78634
*******.*****.*****@*****.***
EXPERIENCE
FinanciallySavvyWomen.com, V irtual F ounder,
Financial Educator, Speaker on Financial Literacy
NOVEMBER 2014 - PRESENT
Workplace Financial Wellness Program; Establishing a rapport with people uncomfortable with their financial situation or their understanding of finance; Raising their comfort level on basic subjects, allowing easier conversations on the subject, with professionals.
HEINY/Scott Investment Group, LLC, S omers Point, NJ
F Inancial Advisor for Women
SEPTEMBER 2012 - APRIL 2014
Actively listen to clients needs, to understand financial issues quickly and make plans to resolve; Take full ownership of client’s experience, resolving any back office issues in a timely manner, to mitigate any need for escalation, and client pain.
Cape May County Technical High School, C ape May, NJ
A dult Education Finance Instructor
SEPTEMBER 2010 - APRIL 2014
Classes: College Funding, Estate Preservation, Financial Management, Financial Strategies for Women, Investment Fundamentals, Retirement Planning & Social Security Planning.
Wells Fargo Advisors, LLC, S outh Jersey, NJ
Financial Advisor for Women
JULY 2010 - AUGUST 2012
Registered Financial Associate
JULY 2009 - JUNE 2010
Registered Financial Associate (at Wachovia Securities, LLC)
FEBRUARY 2008 - JUNE 2009
Registered Financial Associate (at A. G. Edwards & Sons, LLC)
MAY 2007 - JANUARY 2008
Financial Associate (at A. G. Edwards & Sons, LLC) JULY 2005 - MAY 2007
Manage time across all aspects of excellent client service, documenting in CRM, Continuing Education, lead generation, networking, and more; Demonstrate effective communication with clients, peers, subordinates, and management; Adapting to ever changing legal, financial, and procedural environments. SERIES 7 & 66, and NJ Life Insurance License expired
TECHNICAL QUALIFICATIONS
College Credit:
C++; JAVA; ARCview GIS;
Assembler
Self-taught:
Visual Basic; Visual Basic for
Applications (VBA); C#,
ASP.NET; HTML; Windows
2000 Server; MS Office; MS
Active Directory;
ASPDOTNETStorefront; Social
Media Marketing; Crystal
Reports; Simply Accounting
8.0; Quicken, Quick Books Pro;
MYOB 3.0; MAC OS; Quark
Express 3.0 (MAC); Clarisworks
(MAC); Claris CAD (MAC);
Networking; Mandrake 8.1
(Linux) and OpenVMS/VAX
Training Received:
Blackbaud Raiser’s Edge:
Essentials I & II,
Administrator, and Conversion;
WebCT: Designer and
Administrator; and Datatel
Colleague; Exacttarget
AWARDS
Business and Economics
Department’s Writing Award
for the International Marketing
Paper, “Bringing The NBA Your
Way, Argentina”
ACHIEVEMENTS
President of College S.I.F.E
(Students In Free Enterprise -
now Enactus) Team: ABC SIFE;
Top 32 tier team in World
Strength Coach for Lady
Battlers - Basketball Team
EXPERIENCE CONTINUED
Lower Cape May Regional Schools, L ower Township, NJ S ubstitute Teacher (On Call) APRIL 2003 - JUNE 2004
Called to fill in for absent Middle and High School Faculty Certified Substitute Teacher – New Jersey
Alderson - Broaddus College, P hilippi, WV S ystems Analyst & CSCI 134 Instructor SEPTEMBER 2001 - FEBRUARY 2003
Troubleshoot client, server and network problems; Troubleshoot hardware problems and software problems; Design and Implement small, custom MS Access databases to house data not contained in large, off-the-shelf modules; Software Support for Blackbaud’s Raiser’s Edge (Fundraising Activities Database), Datatel Colleague Database (College Administration Database), and Software Support and Administrator for WebCT (Web Based Curriculum Delivery Software); Administration of Windows 2000 server (Peer-to-Peer network with Network Shares) & Project Lead of Active Directory Design and Implementation (still in testing stage as of February 2003); Research and provide Proposals for purchase of new technologies; Develop Curriculum and Documentation for and Provide training of Campus Cruiser Web Portal, Windows 2000 Pro, MS Office 2000, and general PC usage, for Faculty and Staff; and Develop Curriculum for and Provide Instruction of Introduction to Computers, CSCI 134.
Northern Penobscot Tech Region III, L incoln, ME A dult Education Computer Instructor JANUARY 2001 - JULY 2001
Develop Curriculum for and Provide Instruction of Introduction to Computers, MS Access 2000, MS Excel 2000, File Management, and Windows 95; and Advanced MS Excel 2000, for Adult Education, Displaced Workers, and Executives.
Barbour County Office for Economic Development, P hilippi, WV M icrosoft Access Developer (SIFE Project)
JANUARY 2001 - JULY 2001
Design, build and program a MS Access Database to run as a standalone application using VBA to house an easily searchable database of Timber Processors in West Virginia to promote the Industry to potential customers, outside the state.
Time Warner Cable, B ridgeport, WV D ata Miner (Internship) JULY 1999 - OCTOBER 1999
Design, build and program a Lotus Approach Database to house Customer Leads by matching a Business Directory from the surrounding counties against downloads from the Home Office’s Proprietary Current Customer Database, and creating a non-matching Directory of addresses to be mapped against current and near future Cable nodes and Lines
EDUCATION
Alderson-Broaddus College, P hillipi, WV B S Management of Information Systems; minor: Applied Computer Science
AUGUST 1997 - DECEMBER 2000
Workstudy position - Computer Tech/Call Center Tech Alderson-Broaddus College, P hillipi, WV A S Business Administration AUGUST 1997 - MAY 1999