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Paralegal/Office Manager for MCM Legal Group from 03/2021-05/2022. An

Location:
Myrtle Beach, SC
Salary:
30,000
Posted:
December 26, 2022

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Resume:

RESUME - JAN E. HOLTZ (CELL 980-***-****)

PROFESSIONAL EXPERIENCE – I have over 21 years of successful sales & management experience in the Financial Brokerage Industry. I have 6 years of experience as a Real Estate Appraiser in MI and 5 years of experience as a Paralegal.

BUSINESS EXPERIENCE –

MCM Legal Group- Office Mgr.2/21-5/22.

Answer 5 offices main line, greet clients, get identification, witness signatures, print/scan final signed documents, disbursements, email lenders & clients recorded documents.

Murray Law Offices, PA. – Office MGR./ Paralegal – MI/SC - Mike McDonough 02/17 - to present. Real Estate Soft Pro/ Title Express Data entry, Record, Title Policies, Disbursements 843-***-****).

Private Nanny – CHEF- House Manager to Dr. Raj & Shaila Patel, Charlotte NC. 11/2012 – 04/2016. I transported their son to school daily, prepared all meals, laundry & house clean. 803-***-**** cell).

Private Nanny – Celeste Smith R.N., Myrtle Beach SC. – 06/2010 – 10/2012. I cared for her infant son.

Caregivers of South Carolina for the Honorable Zoran & Helen Popovich, Pawleys Island SC. Hospice Caregiver with the family from 01/2008 until her death on May 17, 2010. Letter from the Judge.

Starwood Hotels & Resorts, Myrtle Beach SC. – 12/2006 – 05/2007. Paralegal Timeshare Division-laid off.

Real Estate Appraiser State of Michigan – 05/2002 – 12/2006. LTD. License Appraiser for DEL’S APPRAISAL in Saginaw/Bay City/ Midland Michigan. Call Del Gronholz 989-***-****) owner of Co.

Brown & Company Discount Brokerage Firm = Branch Manager for the Minneapolis Office 1994-95. I had these S.E.C. Licenses Series #7, #63, #24, #4, #53, #8. I supervised 3 Traders at the branch office.

C.F.S Brokerage = Director of Trading & Compliance = 1992-1994. Discount Broker Dealer for 8 Banks in 3 states MN/SD/WI. Richard Engerbretson C.E.O. The CORP. headquarters in MPLS merged with Pencil Pushers C.P.A firm in 1996. I had these Lic. = Series #7, #63, #24, #53, #4, #17, #8.

Linsco Private Ledger = Office Manager for Josh Arnold, Edina MN. – 1990-1992. Private Money Manager and I managed his client base, executed all trades & compliance. He retired 2000.

Heiner Financial of Minneapolis MN. – 1986-1990 = Head Trader to the firm. Full service Brokerage Firm with 35 Brokers. We were a small Boutique that made markets in over 150 OTC stocks. In my 4 years we brought over 30 Companies public in the O.T.C. / N.A.S.D. Market. Co. sold in 1990.

I.R.I Securities, Inc. Minneapolis MN = Stock Broker 1984 – 1986. Series #7 & #63 Stock Broker. I left the firm for Heiner Financial to become a Trader and Principal and Manager.

EDUCATION

A.A.S. Dental Technology-Ferris State College Big Rapids MI= GRAD. 1979 / B.S. Marketing 1980 GRAD.

Paralegal Certificate from Minnesota Paralegal Institute 1996 GRAD. Minnetonka Minnesota. 3.45 G.P.A.

LTD License Real Estate Appraiser State of Michigan 2002-2007.



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