• Service/support client growth to aid financial advisors in a fast-paced financial planning office. Provide administrative and operational support.• Teammate preparing detailed new account and service paperwork, managing multiple computer systems, Microsoft Office, Excel, and custodian trading system. • Work independently with ease, efficiency and effectiveness.• Handle confidential and sensitive information responsibly. Easily manage multiple tasks simultaneously. Maintain financial advisor calendars.• Committed to providing exceptional customer service with a character and a positive attitude. Facilitate and proactively resolving client requests.• Willingness to learn, help and make a significant contribution.The investment professionals are registered representatives with, and securities and advisory services offered through LPL Financial, a registered investment advisor and member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to ‘See Contact Info’ section above.The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.

Current Active License #01806605, State of California, Department of Real Estate. Demonstrate powerful negotiations, while pledging moral and ethical obligations. Successful property manager tracking current market rents. Assist with staging and showings of open houses.

▪ Support financial advisors in the retail financial industry with the nation’s largest independent broker/dealer and offer an extraordinary quality service experience. ▪ Possess expertise to provide timely, accurate, relative information, consistent support and resolution in Service, Trading and Operations, own each issue to ensure resolution and client satisfaction. ▪ Confirm, validate, research and process cash transaction contributions and distributions via transfers, journals, checks, ACH and wires in retirement and non-retirement accounts with Beta and proprietary software programs. ▪ Conduct due diligence reviews and recognize potential items not in good order to avoid larger issues. Proactively identify solutions. ▪ Be flexible and adaptable to competing priorities, commit to the ease of doing business, and stay in compliance. ▪ Offer passionate excellent service with positive results, exceptional service and professionalism. ▪ Partner with team members to achieve outstanding result and world-class client experiences. ▪ Monitor fraudulent activity, firmly and ethically.

Perform at a high level without constant supervision, but also thrive in a team atmosphere. Team player that engages with co-workers to maximize sales and experience amazing growth. Welcome current and future customers in a friendly, enthusiastic and professional manner. Offer exceptional customer service to build rapport and create mutually beneficial relationships. Identify needs and exceed their expectations. Embrace innovation and willingness to be flexible as new sales tools are introduced. Multi-tasking of customer care, make deposits, purchasing, collections, auctions, tending to the property and general maintenance duties. Curb appeal displays pride and provides a welcoming environment.

Supervisor of department for National Accounts, Cash On Delivery, Office & Industrial, and distribution clientele for storage, warehousing, local, intrastate, interstate and global transitions. Colleague with hundreds of United Van Lines and Mayflower Agents providing a seamless relocation for our valued customers. Manage a myriad of activities and reports. Energetic, responsible leader, strong motivator, noteworthy clear communication demonstrating excellence with an organized consistent commitment for optimal success. Collaborated to oversee development and implementation of paper to computer programs. Review, document, maintain and write detailed and user-friendly manuals and procedures. Account executive in managing collections championing customer service and operations. Fluent with various computer applications including IBM Rational Host On-Demand 11.0/ Movers Suite Software/Great Plains/Microsoft Outlook Word and Excel