Customer Service Sales

Scheller Financial Services / Pearson Financial – Lake Oswego, OR 09/16 – 04/17

In charge of SFS changing broker dealers to Pearson Financial

Country Financial – Vancouver, Washington 01/14 – 08/16

Financial and Insurance Representative

Sales for Auto, Home, Life, Disability, Long Term Care and Health Insurance

Sales for Financial Services: Retirement, Annuities, 401K and Individual Accounts

Dale Q. Rice, Investment Management – Vancouver, Washington 07/09 – 01/14

(Schwab Institutional and LPL Financial)

Client Relations, Prospecting and Quarterly Billing for Managed Clientele

The Concord Equity Group – Bellevue, Washington 07/05 – 08/06

Recruiting

Sun America Securities (Scheller Financial Services) – Portland, Oregon 09/95 – 08/03

Office Manager, client trading, servicing and maintaining managed accounts

Scheduled appointment, coordinated seminars and client appreciations

Loan office- Mortgage Loan

Frasier Construction, Inc. – Vancouver, Washington 04/99 – 08/01

Contractor Billing

Frasier Properties – Vancouver, Washington 04/95 – 09/95

Real Estate – Sales Associate

Oppenheimer & Company, Inc. – Seattle, Washington 07/93 – 04/95

Cold Calling, Prospecting, Coordinate Seminars, Trading, Research

Sales Associate:

Scheduled appointments, handled customer problems, maintained books

Prudential Securities – Seattle, Washington 03/91 – 07/93

Sales Assistant – Assisted six Financial Advisors in customer service

Prudential Securities – Orinda, California 02/90 – 03/91

Sales Assistant – Customer Service to four Financial Planners

Prudential Securities – Portland, Oregon 10/88 – 12/90

Sales Assistant – Aided six Financial Planners in a variety of duties

Financials – Washington and Oregon

Series 7, Series 63 and studying for Series 65

Insurance – Washington and Oregon

Life, Disability, Property, Casualty, Variable Lines

Bachelor of Arts Degree in Business Administration – Washington State University 1984 – 1988

Member of Delta Gamma Sorority: Vice President and Secretary

Prairie High School – Brush Prairie, Washington 1980 - 1984

Microsoft Word

Outlook

Excel

Act

Quick Books

Redtail

Albridge

Variety of Managing and Marketing Systems

Hiddenbrook Association Board Member

Softball Coach

Sunday School Teacher

Art Discovery Teacher at Fisher’s Landing Elementary School

References available upon request

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