The Cim Group
Manger, Shareholder Relations
Cole Capital Feb 2017 - Jan 2018
Supervisor Client Services Associates
Cole Capital Feb 2017 - Jan 2018
Relationship Manager
Cole Capital Feb 2017 - Jan 2018
Senior Client Services Associate
Charles Schwab Dec 2009 - Sep 2010
Senior Operations Specialist - Reconcilation and Reporting
Education:
Eastern Illinois University 1997 - 2002
Bachelors, Bachelor of Science, Marketing
Skills:
Investments Training Series 63 Financial Services Account Reconciliation Project Planning Accounting Effective Leadership Ability Strong Work Ethics and Value Proficient In Microsoft Word and Excel Finance Mutual Funds Customer Service
Charles Schwab
Senior Operations Specialist
Genworth Financial Mar 2008 - Mar 2009
Operations Coordinator of Private Client Group
Vanguard Jul 2004 - Mar 2008
Scheduling and Planning Associate
Albertsons 2002 - 2004
Advertising Specialist