Jointly responsible for $24,000 annual budget. Leader/organizer of Parent Volunteers, capable of motivating many different personality types. 2001-2003 Created, stocked and operated the school store for two years.Chairman of Programs

Firsthand knowledge of military lifestyle as a Navy spouse for 20 years enabled me to help military families in need in various roles: As a CASEWORKER (Interviewer) I analyzed client requests for assistance, worked with the client to create a monthly budget tracking income and spending, suggested methods of increasing income and reducing expenses, completed verifications, reviewed past budgets and independently decided whether to assist with loan, grant or other services/referrals, all while maintaining confidentiality of client information. I have extensive training and on hands experience with the stratagem, tactic and tact required of a successful financial counselor.RECEPTIONIST: I have experience in collating paperwork needed to begin interviews, scheduling appointments, accessing previous casework records and maintaining a professional, friendly and objective appearance to clients. FINFRA Foundation FellowAwarded a fellowship from the FINRA Foundation Military Spouse Fellowship for the Accredited Financial Counselor® Program. Pursuing accreditation: completed first class (Personal Finance) and passed exam. Currently in 2nd class (Debt Management). Have completed 75 of 400 required practicum hours.

Extensive training in all Trust Departments (Personal, Natural Resources, Investments, Employee Benefits). Administration of Personal Trust Accounts in Birmingham. which involved interpretation of wills and trust documents, making fiduciary decisions and managing risk while adhering to the document provisions, applicable state statutes and trust and/or probate codes, daily interaction and communication with clients, co-trustees, beneficiaries and financial or tax advisors, resolving problems and complying with the law in a prudent and discretionary manner, scheduling of payments to and on behalf of beneficiaries, handling special requests, maintaining an understanding of relevant tax laws and legal requirements applicable to the trusts' administrations.Promoted; promoted to newly acquired branch; additional responsibilities included new business development.