Work closely with a financial planner as a dedicated Client Service RepresentativeClient service work and meeting preparationManaged electronic and traditional forms for new client onboarding and account maintenanceProvide support to Client Relationship ManagersManaged phone calls and correspondenceCRM (Advisor Engine)

• Responsible for managing all aspects of the technology division office for Lift Brands, • Organize and schedule all meetings and appointments, travel for senior management and sales consultants, managed all expense reporting and record management for sales events.• Oversee guest experience an ensure a personal, friendly, experience for guests and visitors to the office.• Developing, reviewing, and improving administrative systems, policies, and procedures. Wrote and made edits to procedure manuals for all employees.• Inventory and Order management. Worked with fulfillment companies, supply vendors, & customers to ensure smooth and timely completion of all Fitness on Demand product orders. Worked proactively to ensure inventory levels. Managed processes with third party order fulfillment companies.

• Responsible for managing operations within local Allstate Branch. First line of service operations and management for insureds, adjustors, and financial product clients.• Insured claims are processed in a timely manner and resolves issues that arise during process. • Greeting visitors, answering a high-volume of incoming insurance and financial product service and claims delivering world-class service to customers. • Managed all aspects of financial seminars for Allstate Financial Representatives.

9999 Wayzata BoulevardMinnetonka, MN 55305763-764-6963

CEO and CFO

Worked on Adminstrative team supporting the Senior Vice President at Minneapolis branch of Piper Jaffray.Sales and Adminstrative support to a office of 18 Investment Advisors in their first year at Piper Jaffray Minneapolis Branch.Drove general office operations including correspondence/communications production, mail processing, bill and payment management of offices and personal correspondence to Vice Presidents.Assistance in the organization of details of special events, travel arrangements, corporate agendas and itineraries for Executives and Vice Presidents. Developed internal correspondence processes that facilitated effective communications and transfer information for internal and external business partners.

Managed Calendars, Spoke with clients, Made appointments, opened and managed incoming and outgoing correspondence in offices. Met with established clients when INVEST Rep was not available. Met with prospective clients to gather information for INVEST Reps. Made proactive phone calls to potential INVEST/Bremer clients cross sell and to assist in bringing in additional business. Made proactive phone calls to CD Maturing list to cross sell and offer financial alternatives. Kept office up to date on SEC regulations. Managed Rep Referrals with Internal systems and updated information to Management. Processing of all incoming and outgoing correspondence for offices. Processed incoming new business applications and forwarded to INVEST, following all State and Federal Regulations for paperwork processing. Managed marketing projects as assigned for client seminars & lunches. Managed ad hoc projects as assigned.

Provided internal sales, administrative & marketing support via telephone for over 30 divisional and managing vice presidents. Support of wholesalers via support phone line that kept them up to date on product information & sales ideas. Handled all product mailings to the representatives, provided hypothetical illustrations for all products, gave sales positioning and product information to broker dealers to Regional and Wirehouse offices. Coordination and scheduling of all Broker Dealer meetings. Primary website sales support.

Provided internal sales and marketing support to three divisional vice presidents (external wholesalers) and one regional vice president in the western region. Coordination of calendars, set meetings with registered representatives. Internal sales support to wholesalers and broker dealers, responsible for product information updates, creating competitive analysis’s, distribution of sales kits and marketing materials. Placed proactive outbound calls to broker dealer offices.Customer Service to American Express Financial Direct clients with long term and fixed annuity business. Provided customer and financial sales service to clients without Financial Advisors. Developed leads for future advisor business. Processed redemption’s and exchanges of advisor business.