-Supporting the efforts of the ICA Representative including setting appointments, implementing direct mail campaigns, performing general clerical duties, general correspondence, making copies, ordering supplies, and other special assignments as needed -Research customer accounts including account errors, name and address verification, dividend payment modes, status of securities, etc. - Maintain daily files of transaction notices, orders, confirmations, and additions to customer files. Maintain up-to-date cross-reference files on customers' investment positions -Maintain compliance-required files - Maintain compliance-approved materials including sales literature, brochures, prospectuses, forms, manuals, etc. -Respond to customer quote requests, and direct customer inquiries to appropriate personnel -Maintain all information related to customer accounts and affairs of the financial institution in strictest confidence -Project Management of all company events to include marketing, compliance, and execution. -Social media campaign development and monitoring.

Customize365.com was founded in the sprawling metropolis we know as Oklahoma City. We make beautifully crafted products that are stylish, durable and useful. We stand behind our products 100%. Our desire is to make your shopping experience with us easy and straightforward. If you don’t see exactly what you are looking for, contact us and maybe we can custom make something for you. We are constantly working to bring you new and innovative products and designs. Please reach out to us anytime at sales@customize365.com with your comments or suggestions. We are successful because of you!

Provided support to three franchises, carrying out activities ranging from account management to staff training, as well as conducting field inspections and application. Directed efforts to generate new business, including social media marketing and development of quarterly newsletter.Bid projects, presented proposals to clients, maintained records, and assisted in resolving issues faced by technicians. Trained technicians in safety, state regulations, and product use.

Generated new business in Phoenix metro area, bringing in more than $18,000 in monthly revenue. Maintained extraordinarily high rate of client retention.

Oversaw more than a dozen staff on nine residential routes servicing Scottsdale area. Held responsibility for P&L, staff management, inventory, and accounts payable/receivable. Led branch to perform in top 10% of locations nationwide, ranking based on performance and customer satisfaction. Forged relationships with prospective clients and maintained strong relationships with existing accounts.Spearheaded numerous key projects, including coordinating office remodel, renegotiating contracts, and facilitating annual training events. Managed functions such as payroll, training, and administrative support for route managers.Previously participated in management training, completing intensive, yearlong program in nine months. Learned pest control business from the ground up.

I oversaw operations for world’s largest technical services company dedicated to designing, building, and maintaining complicated data and voice infrastructures systems. Serviced more than 150,000 clients nationwide including several leading corporations in telecommunications industry.⦁ Grew new division to top corporate entity with $5 million budget and 55 staff across U.S. and Canada; led division to exceed annual goals by 10%.⦁ Recognized as Supervisor of the Year in 1989. ⦁ Served previously as Administrative Assistant, 2 Years; Operations Supervisor, 15 Years; Operations Manager, 4 Years.