McKenzie Rae Peck
**** ***** ****** *** *****, CA 92101
801-***-**** ********.***.****@*****.***
PROFESSIONAL EXPERIENCE
April 2013– Independence University
March 2016 Financial Planner
• Provide financial advice to students
• Interview clients to determine their current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan
• Use spreadsheets and market research to back up financial advice
• Explain financial assistance available
• Review accounts to determine if life changes necessitate new financial strategies
• Oversee cases and making changes as necessary in order to help the individual
• Handle customer issues and resolve problems
April 2009 – Ypsilon Dresses
April 2013 Director of Marketing
• Develop a company’s marketing strategy
• Determine the demand for products and services offered by the company
• Develop pricing strategy with an eye towards maximizing the company’s share of the market and its profits while ensuring that the company’s customer are satisfied
• Monitor trends
• Indicate the need for new products and services /assist with inventory purchasing June 2007 – Schocker Commercial Properties
April 2009 Executive Assistant
• Maintains executive's appointment schedule by planning and scheduling meetings, conferences, teleconferences, and travel
• Code and file material according to the established procedures
• Provide historical reference by developing and utilizing filing and retrieval systems
• Prepare and modify documents including correspondence, reports, drafts, memos and emails EDUCATION
IMAP Manager Training, Salt Lake City, UT December 2014 Salt Lake Community College, Salt Lake City, UT April 2012 ASSOCIATIONS
Member, The Junior League of San Diego, Inc.
Founder, STICK UP
Participant, Ms. United States
Participant/Winner, Ms. Utah Pageant
SKILLS
Strong written and oral communication skills Writing Skills, Reporting Skills, Supply Management, Scheduling, Microsoft Office Skills, Organization, Time Management, Presentation Skills, Travel Logistics, Verbal Communication