Danielle Awkerman Email & Phone Number

Davenport, Iowa, United States

• 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.

Davenport, Iowa, United States

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.

Moline, IL

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.

Bettendorf

Rock Island, Illinois

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.

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.

Bachelor Of Science, Secondary Education (French)

Activities and Societies: Scholarship through Louisiana's TOPS program Alpha Lambda Delta National Society of Collegiate Scholars Golden Key

Diploma, 3.4