Customer Service • Mutual Funds • Financial Services • Microsoft Office • Outlook • Leadership • Microsoft Excel • Process Improvement • Powerpoint • Lotus Notes • Relationship Management • Business Analysis • Vendor Management • Microsoft Word • Investments • Access • Salesforce.com • Event Planning • Budgeting • Financial Analysis • Microsoft Outlook • Training • Series 63 • Sales • Time Management • Management • Employee Training • Series 6 • Prioritize Workload • Communication
Vanguard
Team Leader
Vanguard Mar 2017 - Nov 2018
Administrative Assistant
American Funds Feb 2014 - Feb 2017
Senior Sales Support Coordinator, Sales and Marketing
American Funds Jun 2010 - Feb 2014
Administrative Assistant Ii
American Funds Oct 2007 - Jun 2010
Senior Shareholder Account Representative
Education:
Arizona State University 2002 - 2005
Bachelors, Bachelor of Arts, Communication
Skills:
Customer Service Mutual Funds Financial Services Microsoft Office Outlook Leadership Microsoft Excel Process Improvement Powerpoint Lotus Notes Relationship Management Business Analysis Vendor Management Microsoft Word Investments Access Salesforce.com Event Planning Budgeting Financial Analysis Microsoft Outlook Training Series 63 Sales Time Management Management Employee Training Series 6 Prioritize Workload Communication