Katrina S. Cherry

**** ******* *****

Haysville, Ks. 67060

903-***-****

adntrd@r.postjobfree.com

adntrd@r.postjobfree.com

SUMMARY

Highly motivated business professional seeking full time employment. Demonstrates strengths in record keeping, multitasking, organization, analysis, problem solving, complex financial calculations. Competencies include customer focus, critical thinking, communications, initiative, and understanding business procedures and the business itself. Ability to execute financial transactions on the New mYork stock exchange to purchase stocks, bonds, mutual funds, CD's.

Marketing prospective clients projects using calling prospective clients, television, bill boards, newspapers, advertising, designing website and keeping them up to date. Create and implement standard operating procedures for all products, managing client appointments, and creating and supervising marketing events. Maintaining brokers book of business. Managing all aspects of the branch office.

Computer experience includes:

Extensive experience with the Internet, Intranet, email, uploading, downloading, installing new software and maintaining operating system.

Ability to work with Windows 95, 98, 2000, 2000 SE, XP Professional, Vista, Window 7. Business software programs including Microsoft Office, Excel, Word, Outlook, Power Point, Pro Doc, Database software,

Prospecting software, Quick Books, Quick Books Pro, Peach tree Accounting, Adobe, custom spreadsheets with Excel. Internet research and company specific software programs.

Experienced in office operations, multiple phone lines, and office equipment.

PROFESSIONAL EXPERIENCE

Appen, Butler, Bill Co

Contract Labor 11/1018 to present

Disabled 07/2010 to 2018

Edward D. Jones & Company 2003 - 2010

Senior Branch Office Administrator

Completed 6 month basic training course required. Completed the advanced training courses in 1 year.

Proficient at answering all incoming calls, scheduling appointments, and preparing all supporting documentation and reports requested by the Investment Rep.

Prepared and processed contracts, documents for the opening, closing, transferring, liquidating, and purchasing securities.

Established and maintained client records in addition to branch records for annual audits.

Provided highly personalized customer service to clients and prospective clients by resolving issues in a timely and accurate manner. Coordinated and executed Marketing Campaigns, Seminars, Speaking Engagements, Open houses, and Continuing Educational Broadcasts

Calculated cost basis information for securities for clients,CPA's, tax preparations, and attorney.

Responsible for all check processing, bank deposits and shipping.

Executed trades for the purchases of securities.

Supporting role for the regional leadership team role for Region 104. Responsible for training the new Financial Reps.

Cigna 2001-2003

Benefit Analysts Tier II Claims Processor

Completed 12 week training course

Process medical claims maintaining 100% accuracy

Meet and exceeded production goals

Adjusted claims paid in error

Created spreadsheets to record special projects

Assigned to National Accounts

Assisted in special production project for management

Volunteered for all overtime or production shortage

Cross training in customer service and Tier I claim processing

K.S.Cherry Bookkeeping Service 1994-2001

Small Business Owner

Full Charge Bookkeeper

Prepared Payroll, and maintained A/R, A/P, G/L

Complete Bank Reconciliation, Monthly, Year End, YTD

Generated quarterly, and year-end reports

Prepared quarterly, and year-end tax liabilities

Analyzed job costing as needed

Appointed a Notary Public

South Central Sand Gravel, Inc. 1996-1997

Office Manager/Bookkeeper

Full Charge Bookkeeper

Prepared payroll, and maintained A/R, A/P, G/L

Complete bank reconciliation

Generated quarterly, and year-end reports

Prepared quarterly, and year-end tax liabilities

Analyzed job costing as needed

Acted as Secretary/Treasurer for the Incorporation

Maintained MSHA requirements

Ensured customer satisfaction

Excellent communication skills

Bonded scale operator

Heath Care Industry in local hospital, physician's office's as a Medical Laboratory Technician. 1977- 1987

EDUCATION

Ashworth College - Accounting, 1 semester 2002

Extensive Edward Jones & Co. advanced training with investment software, appointment and calendar software, and managing prospecting software. Many customized software. Platforms used for portfolio management, clients and prospective client data base, trade executions, cost basis and commissions calculations.

ASSOCIATIONS

Member of National Association of Self Employed, 1996-2000

Certification for F/A and CPR accredited M.S.H.A.

Notary Public for the State of Kansas, 1994-2001

Board Member for the Juvenile Alternatives, 2005-2006

Edward D. Jones & Co Awards

Banking Services Award 2008 - 2009

Mentor Coordinator 2007 - 2010

Mentor 2005 - 2010

Client Service Excellence Award 2007 - 2010

Mortgage Service Award 2008

Limited Partnership offered and accepted January 2010

Certification or completion Covid-19/Contact Tracing. 2020

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