Created the environment needed for outstanding customer service. Provided guidance and advice in opening new accounts, i.e. Brokerage, Traditional and Roth IRA’s, Trust Accounts, and SIMPLE IRA’s. Facilitated and oversaw all transfers and client lead operations. Excelled in customer care with routine client follow up. Worked alongside clients in navigating Schwab’s online tools. ● Provided high quality service to clients with any questions or needs, including account set up, money movement, trading and establishing/updating account features.● Advised clients with market fluctuation according to their portfolio. ● Coached clients to consolidate their assets.

Fostered extensive relationships with clients, providing them with top of the line financial advisement. Provided high quality investment guidance to clients based on their needs, goals, and lifestyle. Developed and implemented financial strategies, to grow client portfolios. Presented financial plans and strategies to prospective clients. Built budgets to help clients reach their financial goals.• Discovered undervalued investments and identified long term suitable growth. Transformed prospects into clients by constructing new portfolios to increase under-performing ones by 10x+ returns with no additional risk. • Coached clients to financial freedom by helping them consolidate their spread out finances into one portfolio, helping them budget and establish emergency funds. This coaching fastracks clients to becoming millionaires.

Taught 20 classes of 400+ students via multimedia presentations, examples, demonstrations and other teaching aids. Facilitated educational opportunities by scheduling and assigning instructional activities; following up on results; providing a safe learning environment; and assessing learning. Facilitated student learning by providing instructional feedback; planning, monitoring and appraising learning results; and coaching and advising students.

Created a Veterans Office, recruiting veteran students and acted as a liaison to veterans organizations. Liaison between the college and the Department of Veterans Affairs. Ensured the college's veteran student population is accurately and fairly represented. • Investigated sources of state and federal funds and worked with the appropriate college staff to write grant proposals for veteran services.• Reviewed and certified enrollment to the Department of Veteran Affairs for veteran students and dependent eligible students who have requested the use of VA education benefits.• Securely maintained veteran files for review during VETAA and VA annual and bi-annual audits.

Register and administer the official GED Exam to the community.Enter and report data into the National Reporting System (NRSPro).Secure examinee’s confidential records and provide excellent customer service.Provide MCC with data needed for recruitment, retention, and graduation purposes.

Coached individuals, couples, and families via workshops, small group and private practice to improve communication, acceptance of each other's personalities, resolve conflict, manage stress and learn to thrive in their relationships.

Analyzed complex financial data and economic indicators, then generated and presented reports to City Management and City Council for final approval. Established and maintained credibility by providing timely, accurate analysis, reports, and visual presentations. Assisted departments with budget requests, transfers, amendments and expenditure monitoring. Oversaw legal compliance, city policy and fiduciary standards of financial reporting.• Prepared budget of $406.7M and tax rate agenda items and related publications.• Reduced Property tax rate by over three cents to $0.540199 cents per $100 assessed value.• Provided analytical and administrative support in various areas ranging from salaries, expenditures, and revenues.• Developed annual budget $406.7 million including internal transfers in collaboration with 43 Departments ranging from Police, Fire, Parks and Recreation.

• Prepared monthly journals and regularly reconciled general ledger accounts.• Maintained the fixed asset database and performed physical asset inventory.• Prepared depreciation journals and reports.• Processed hundreds of checks weekly in a timely manner providing accurate journal entries, analysis and reports.• Prepared annual audit, CAFR, and other financial documents, for our Auditors.• Conducted inventory audits to ensure the accuracy of product received and on hand.

Performed higher level accounting functions such as auditing, analyzing and reconciling accounts for accuracy and compliance with all pertinent procedures and regulations.Initiated and processed journal entries into the general ledger. Reconciled on a month-end and year-end basis.Adhered to college, federal and state administrative procedures, guidelines, initiatives and directives to ensure compliance with all relevant regulations affecting college operations. Conferred with outside agencies regarding reporting requirements and gather data, prepare, and file federal, state and other agency mandated reports according to such requirements. Assisted in maintaining the integrity of the college’s accounting system and records. Performed reconciliations of various accounts and verify related accounting information related to grants, budgets, and other accounts as required.

Branch Manager• Oversaw daily operations of front-line staff.• Communicated extensively with customers, employees, and bank processors.• Monitored and balanced branch check and cash deposits.Loan Officer• Built relationships with local car dealerships. • Ran and analyzed credit reports and approved loans based on debt to income ratios.• Processed loan documents.Collection Manager• Made calls to determine and possibly cure customer delinquencies.• Assured that all files have current financial statements at all times, and established payment arrangements to cure past due debts.• Processed legal paperwork and represented the credit union at litigation hearings. Accountant• Managed accounts payable and generated checks.• Managed ACH and Share Draft Returns.• Responsible for reconciliations involving: Corporate account, ACH process account, Share Draft account, Check Processing account, Payroll Deduction account, Official Check accounts, and miscellaneous accounts.• Monitored all GL entries from the previous day.Accounting Specialist • Monitored and balanced all Branch Cash Totals daily.• Monitored credit card report, balance, and made GL entries. • Resolved incidents of insufficient funds and errors on direct deposits and withdrawals.Teller• Provided account services to customers by receiving deposits and loan payments; cashing checks; issuing savings withdrawals; recording night and mail deposits; selling cashier's checks, traveler's checks; answering questions in person or on telephone.

Achievements: Army Achievement Medal, Army Service Ribbon, Overseas Service Ribbon, Sharpshooter Qualification Badge• Drove, loaded and fired main gun on tank. Exercised techniques of land navigation. Read and interpreted maps. Secured, prepared, and stowed ammunition. Installed and dismantled antennas. • Prepared and operated communication equipment. Assisted in target detection and identification. • Prepared range finder for operations. • Performed operation maintenance on turret, weapons, controls and communication equipment. • Conducted operational checks. Assisted mechanics and made minor repairs on tank turret and automotive components.