Dorie Johnson Email & Phone Number

Stevens Point, Wi

As a Financial Advisor for Edward Jones, a full service investment firm which provides high quality, low risk investments held for the long-term for individual investors and small business owners, I have substantially grown assets under care. In the eight years with Edward Jones, I started with a zero base and grew to $75+ million by systemically prospecting and building current client assets by using in-depth financial planning services. Ironically, this was also during the worst economic climate in 80 years.My commitment to maximizing the customer experience and operating ethically while building trust-based relationships with my clients has led to financial success for my clients and acknowledgement by Edward Jones in the Winner's Circle two different years.The teaching side of me has enabled me to offer effective financial goal setting strategies to my clients to match their investment choices with the desired long-term or short-term outcomes, such as retirement or college funding. Using creative marketing strategies, such as trade shows and seminars, I present financial planning options to prospective and existing clientele. I enjoy public speaking and have delivered successful presentations to decision-makers and oversight groups as well as financial-focused seminars.

Wausau, Wisconsin Area

Promoted from original position of Account Executive after two years to the position of Senior Account Executive and Team Leader for a Value-added reseller providing technology networking design, implementation, and support to customers.As Senior Account Executive, I achieved consistent sales volumes of $3 million+ in three years through strong customer service management coupled with innovative sales presentations targeted to the specific customer needs.I championed and recommended innovative and client-specific technology solutions ranging from small system upgrades to $500,000 Wide Area Network (WAN) implementation projects. Everything was designed to meet client specifications while I collaborated and interfaced with sales and technical teams to assure project quality and time tables. My people skills coupled with my understanding of technology allowed me to supervise project implementation as the liaison between the technical installers and the client.

Stevens Point, Wi

As the Marketing Representative, I prospected for new clients through and personal contact with Information Systems professionals. As I identified clients’ system and networks needs and prepared solution proposals for clients, I then presented recommendations to decision-makers. My role included coordinating product orders and implementation with technical staff and clients.As the Sales Assistant, I supported outbound sales representatives’ marketing needs and placed sales orders electronically in internal system. The thoroughness by which I tracked incoming orders and apprised clients, representatives, and engineers of order status allowed our team to grow our customer base.

Mba, Business

Ba, English, Political Science