Wealth Management Team Members

SHEENA RASMUSSEN

Rapid City, SD ***** 307-***-****

***************@*****.***

LinkedIn URL: www.linkedin.com/in/sheena-rasmussen-09008a254

INVESTMENT SUPERVISOR

Expertise in creating and maintaining a foundation of trust amongst leadership team members across business lines, advisors, associates, and clients. While possessing a high level of professionalism in interactions; tactful, warm, engaging and resourceful. Valued by leadership team for efficiency and accuracy in producing superior, quality work. Ability to process complex situations by leveraging available resources both electronically as well as subject matter experts. Recognized among team members as a leader that consistently goes above and beyond personal job duties and responsibilities.

CORE COMPETENCIES

Leadership Team Management Analytical Business Operations Coaching/Developing Employees

Cross-collaboration Project Management Performance Review Processes Microsoft Office Programs

Developing Alternative Solutions/Resources Adaptability Customer Service Issue Resolution/Problem Solving

EXPERIENCE

US BANCORP INVESTMENTS, Rapid City, SD October 2022 – November 2024

Market Administration Leader (MAL)

Led a team of 18-21 wealth management associates, across 6 states, while supporting, developing and onboarding associates and advisors.

FINRA Series 24

Lead Region Initiatives

Collaborate with region leadership to accelerate region goals and initiatives.

Partner with Supervision to create consistency throughout the region surrounding compliance and supervision related changes or concerns.

Responsible for training, onboarding, and coaching Wealth Management Advisors and Associates in region.

Lead the Wealth Management Associate team through coaching and mentorship.

Ensure understanding of policies and guidelines through education and consistent coaching.

Work through conflicts to help create resolutions for team members.

Analyze data to celebrate successes as well as understand areas of focus and growth.

Developed a new “Associate Review” excel document to utilize with my associates. This document was shared with all MALs for use with their teams. Was nominated and given a bronze shield award for my accomplishment.

Developed several roadmaps to utilize with the associates, advisors and leadership to help establish consistency across our market.

US BANCORP INVESTMENTS, Rapid City, SD September 2019 – October 2022

Registered Client Associate

Assisted 4 advisors across the Dakotas covering ~$2,000,000.00 in revenue while supporting their clients and helping to make their practices more efficient.

FINRA Series 7, FINRA Series 66 and South Dakota Insurances licensed.

Open and maintain client accounts utilizing OminKYC, NAO, Wealth station, and Envestnet.

Place buy and sell orders on Wealth station and Envestnet.

Work with my advisors/teams/operations/SPs to complete current tasks.

Maintain the Rapid City office including filing, ordering supplies, etc.

Stay up to date on compliance, regulations, procedures.

Complete all regulatory training.

Use my knowledge and skill base to think outside the box.

FIRST INTERSTATE BANK-WEALTH MANAGEMENT, Rapid City, SD March 2017 - September 2019

Administrative Assistant, Gillette, WY, December 2014 - February 2017

FINRA Series 7 and FINRA Series 66 licensed.

Input and maintain account data in both Trust and Brokerage systems.

Assisted the entire Wealth Management team including the Wealth Advisor, Trust Specialist, and other administrative assistant.

Place buy and sell orders on the brokerage platform.

Work with outside professionals such as CPA’s and attorneys, when necessary, on behalf of the Trust Specialist/Wealth Advisor.

Build and maintain Money Guide Pro’s for financial planning purposes.

Complete daily office duties including paying client bills, opening and closing accounts, placing trades, scheduling appointments, verifying daily transactions, and maintaining account files among other duties.

Stay current and comply with all company standard operations and audit procedures.

Complete all regulatory training.

FIRST INTERSTATE BANK, Gillette, WY September 2011 - December 2014

Head Teller, June 2013 - December 2014

Completed all Teller duties in addition to being responsible for closing the bank, running capture, granting overrides, maintain the vault and training new tellers.

Teller I, Teller II, September 2011 - June 2013

Processed business and personal transactions quickly and accurately.

Earned promotion to Teller II in January 2013 after maintaining a balanced drawer and taking on more responsibilities including foreign exchange and the commercial window.

Provided great customer service to internal and external customers.

Processed deposits and withdrawals for both savings and checking accounts.

Completed loan, mortgage, and credit card payments.

Processed other teller line transactions that included reloading travel cards, issuing cashier’s checks and money orders, placing holds on accounts, exchanging foreign currency, and redeeming saving bonds.

ADDITIONAL RELEVANT EXPERIENCE

RASMUSSEN RANCH, Presho, SD

Ranch/Farm Hand

ENERGY LABORATORIES INC., Gillette, WY

Analyst

EDUCATION

Bachelor of Science (BS), Biology

Bachelor of Arts (BA), Art

Rocky Mountain College, Billings, MT

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