With over 37 years of experience in managing a large household, home educating seven children, and providing excellent client service in the financial sector, I am a versatile and adaptable professional who can handle any challenge. I have a license in cosmetology, barber/styling, and nail technician, and I enjoy learning new skills and researching relevant information for my clients and projects.As a Client Relationship Manager at Ameriprise Financial Services, LLC, I coordinated schedules, opened and processed accounts, entered trade documentation, and verified payments for the Advisor and the clients. I also developed personal training documents and greeted incoming clients and prospects. Previously, I worked as a Branch Office Administrator at Edward Jones, where I managed daily office operations, maintained client data records, networked with clients, and processed transactions. I am passionate about helping people achieve their financial goals and creating a welcoming and efficient office environment.