Client Service Responsibilities:• Use Salesforce CRM and Ameriprise Client Viewer to maintain and update client profiles, accounts and records.• Communicate with clients to resolve questions, requests, actionable items, or to relay information on behalf of advisors. • Schedule & coordinate client appointments for a team of four advisors.• Prepare for client appointments, including generating presentations using eMeeting• Review advisors' follow-up communication to clients and coordinate completion of follow-up items.• Create and process new business, tracking from start to finish.• Complete money movement transactions for clients. • Work closely with advisors to care for client needs.Digital Capabilities Responsibilities• Drive online engagement for Ameriprise Secure Site, Total View, and Mobile Apps.• Assist clients with using the Ameriprise Secure site and mobile app, including resetting passwords, eSigning documents, uploading documents, changing preferences, and viewing goals.• Assist with technology and phone support for the office as a front-line • Coordinate all new technology initiatives, setup, and training. • Sit in on all online tools calls as needed and report back to our team, as it pertains to the practice• Track, analyze, and report all online metrics to team that affect the ‘Ultimate Digital Excellence’ award.• Execute all online tutorials for clients and provide feedback as needed.• Create any online tools instructional materials for client use and internal use.Marketing Support• Help with event coordination• Assist with Marketing events and execution• Coordinate all social media profiles and posts. • Maintain team practice website, including updating advisor designations and recognitions, refreshing content frequently and creating custom content to showcase the practice and leverage SEO.Operations Support• Support with any client transitions • Assist with special projects

Schedule and prepare for client meetingsAssists clients with getting started with and using Ameriprise Online Tools.Opens/closes client accountsAdds prospects/COIs to SalesforceStarts, maintains, and publishes MoneyGuidePro financial plansFacilitates Estate ProcessingPerforms Client data and account information updatesPerforms money movement for clients, including Required Minimum DistributionsFacilitates use of the Ameriprise Secure Site and app for clients

Schedule and prepare for client meetingsAssists clients with getting started with and using Ameriprise Online Tools.Opens/closes client accountsAdds prospects/COIs to SalesforceStarts, maintains, and publishes MoneyGuidePro financial plansFacilitates Estate ProcessingPerforms Client data and account information updatesPerforms money movement for clients, including Required Minimum Distributions

Taught English to refugees from war-torn countries such as Myanmar, Sudan, Nepal, and Iraq in a multilevel classroom.Guided students in acquisition of new vocabulary and American English phonics.Instructed students in English grammar.Helped students navigate a new culture and provided information on services available to them.Used various technologies to provide instruction and introduced some students to keyboarding, computers, and the internet.Tailored lessons to the needs of my students.

I give telephone lessons to people from all over Europe in the English language, including improving grammar, vocabulary, pronunciation, syntax, and idiomatic expressions.Help students improve conversational and business English.Tailor lessons to each student for optimum learning.

• Monitored e-mail inbox to which all documents pertaining to imports handled by DGF were sent; distributed these extremely time-sensitive documents to the different Import groups and brokerage agents responsible.• Traced documents in two separate systems to ensure timely completion of files for shipments.• Reviewed import documents for compliance with current United States import guidelines, contacted shippers and forwarders if documents were incomplete or non-compliant. • Created files, completed data entry in the Alliance system for all documents forwarded to DGF by EgeTrans forwarders for rail shipments.• Queued delivery orders for parts to various trucking companies; cooperated with Traffic department to ensure accurate and timely deliveries.

• Prepared lesson plans for sixth grade English Language Arts, eighth grade Literature, sixth grade Exploratory French (12 week rotations), and French I.• Communicated with students and parents/guardians regarding grades, assignments, and expectations via phone, e-mail, electronic grade book, and conferences.• Assisted in completing district initiatives by embedding literacy and numeracy strategies into lesson plans.• Integrated Differentiated Instruction when planning assignments and lesson plans for a more individualized approach to facilitating learning.• Supported the District “Read a Million Words” program by motivating students, encouraging reading, and modeling life-long literacy habits.• Professional development included “23 Things” class that concentrated on implementing Web 2.0 applications in the classroom.

• Exponentially increased enrollment in French classes during first three years of teaching.• Prepared lesson plans for three levels of French classes.• Participated in pilot program for “Power of I” grading system.• Received training in Differentiated Instruction, Literacy and Numeracy strategies, instructed staff on implementation as part of cadre responsible for presenting information to staff.• As World Language department head: wrote curriculum for Exploratory French classes and assisted in grant-writing for technology for the district’s World Language department.• As committee chair for “Read a Million Words” initiative, implemented incentive program, organized events for readers, and modeled life-long literacy habits.• Professional development included Thinking Maps with Dr. Yvette Jackson and Classroom Management with Fred Jones.Professional Development includes:• 23 Things• Electronic Gradebook (eSIS)• Thinking Maps with Dr. Yvette Jackson• Differentiated Instruction with Cindy Strickland• Classroom Management – Tools for Teaching by Fred Jones• SREB’s Making Middle Grades Worko Read a Million Wordso Power of I grading system• Literacy and Numeracy Strategies