Académique Documents
Professionnel Documents
Culture Documents
EDUCATION
MBA National University San Diego, CA
Bachelor of Arts Mississippi College
Jackson, MS
PROFESSIONAL LICENSES
Series 7 - General Securities Registered Representative
CA Life License # 0G25921 (Life/Accident & Health)
PROFESSIONAL EMPLOYMENT
Pacific Gateway Team, Jan 2008 to April 2010
Thrivent Financial for Lutherans
Financial Office Professional/Office Administrator
* Provide all client service support for all types of accounts (insurance, annui
ties, brokerage and WRAP)
* Provide support to FRs in appointment preparation, application/paperwork compl
etion & processing as well as tracking after submission to home office
* Liaison with other financial services companies in facilitating transfers, rol
lovers, etc.
* Accounting & bookkeeping functions using QuickBooks for business expenses, pay
roll and taxes
Significant Accomplishments:
u Organized & streamlined office procedures to provide a more efficient work env
ironment
u Through use of budgeting and cost forecasting, reduced core operating expenses
for business