Debbie Parrish Email & Phone Number

Portland, Oregon Area

• Arranges travel using American Express Global Business Travel and prepares expense reports using Coupa SmartProcure for Managing Director of Research and other high level Directors.
• Schedules meetings for Managing Director of Research and others as needed, coordinates food orders.
• Processes vendor invoices for payment, ensuring proper coding and works with vendors on any open issues.
• Works with a variety of computer software applications in word processing, spreadsheets. (MSWord, Excel, Adobe Acrobat)
• Responsible for coordinating all outgoing client quarterly performance reports and ensures timely delivery of all packages by follow up.
• Prepares client correspondence, proofreads, scans and files documents, helps with special projects such as event planning.

Portland, OR

Portland, OR

Portland, OR

Masters Program - Analyzed and diagnosed skin conditions and applied proper treatment.-Corrective and therapeutic facials, extractions, Swedish facial massage and Shiatsu massage, Woods Lamp, Skin Scope-Microdermabrasion, Glycolic and Enzyme Peels -Laser and Nano Lite IPL training and certification-Solitone Lumi Lift and Lumi Light-Galvanic Current, High.

Helped w/financial seminars, called for email addresses, updated marketing data, scanned documents, answered phones, filing, colated seminar and 401k meeting information.

Portland, OR

Series 7 and 63 Licensed *Prospected new accounts by telephone, recommended specific investments through research on stocks, bonds and mutual funds. *Obtained assets, opened new accounts, monitored performance of accounts based on client goals, asset allocation and risk levels.*Obtained a large mutual fund money manager as a client in my first six months..

With no prior experience in the industry, learned compliance and industry regulations,in addition to many new software systems.*Obtained Series 7 and Series 63 licenses in first year.*Assisted brokers with account maintenance, file maintenance, research, problem solving, and improving client relations. Handled multiple phone lines and assisted in research..

Sales of gift lines to Hallmark stores.

Commissioned sales in Ladies Active and Brass Plum departments.

Education record

Bachelor Of Science, Merchandising/Business