Jane Juelsgaard Email & Phone Number

Des Moines, Iowa

Iowa & Nebraska

Independent Consultant: Met with families and individuals to provide financial education and planning services. Quickly become proficient in financial proprietary software through an aggressive learning style.• Evaluated clients’ current financial situation including current income, expenses, insurance coverage, tax status, financial objectives, and risk tolerance.• Collaborated with clients to develop a sustainable financial plan that would meet clients’ goals.• Developed debt liquidation plans that included payoff priorities and timelines.• Researched available investment opportunities to fit client’s current and future financial positions.• Offered strategies and ongoing education and various financial topics specific to each client.• Continuously networked to build and maintain professional relationships and grow client base. Primerica is a Main Street company for Main Street North America. Our missionis to help families earn more income and become properly protected, debt freeand financially independent. The new Primerica has emerged as one of themost dynamic companies in business today. We are now the largest financialservices marketing firm in North America.

Dallas Center/Grimes, Ia

Substitute Teacher: Filled the role of primary classroom teacher on a regular basis for both primary and special education classes.• Filled in up to 20 days per month in all classes except band and choir at Dallas Center (and Sheldon, IA Schools).• Interpreted lesson plans provided by the primary teacher to ensure proper material was presented to students.• Delivered versatility in instruction methods to suit student’s needs and learning styles.• Quickly adapted to unforeseen circumstances in a calm and organized manner.• Promoted a positive learning environment through collaboration and communication.

Sheldon, Ia

Substitute Teacher: Filled the role of primary classroom teacher on a regular basis for both primary and special education classes.• Worked over 50% of Sheldon Middle School sub days in Special Education Classroom• Filled in up to 20 days per month in all classes except band and choir at both Sheldon and Dallas Center Grimes Schools. • Interpreted lesson plans provided by the primary teacher to ensure proper material was presented to students.• Delivered versatility in instruction methods to suit student’s needs and learning styles.• Quickly adapted to unforeseen circumstances in a calm and organized manner.• Promoted a positive learning environment through collaboration and communication.

Sheldon, Ia

Bookkeeper: Executed a full range of accounting and payroll functions for small restaurant and bakery using Quickbooks.• Provided full-charge bookkeeping including verifying and paying 20-30 invoices and generating 50 statements per month.• Entered time cards and generated bi-weekly payroll, completed and filed quarterly tax reports, generated W2's & 1099's and for 15 employees.• Reconciled and balanced checking accounts and compiled monthly financial reports.• Developed training procedures and delivered training to staff on proper accounting processes.• Provided ongoing education and support to staff for all accounting functions.

Creston, Ia

Organized monthly meetings that promoted legislative solutions for economic development in a 17 county region Coordinated Legislative forums to discuss issues facing SW Iowa’s economic future Planned the annual “Taste of SW Iowa” event at the State Capital in Des Moines followed by meetings with House and Senate leadership and the Governor. Wrote and distributed monthly newsletter.

Lyons, Ne

All aspects of owning and operating a retail feed & seed store. Purchasing, payroll, accounting functions, feed/seed deliveries, forklift operation, as well as an active in the local Chamber of Commerce organization.