Administrative assistant to Mark Bonnett, Partner and Senior Vice President of North Star.Registered RepresentativeMay 2016 - January 2019CRI Securities, LLC & Securian Financial Services, Inc.North Star Resource Group offers securities and investment advisory services through CRI Securities, LLC and Securian Financial Services, Inc. Members FINRA/SIPC. CRI Securities, LLC is affiliated with Securian Financial Services, Inc. and North Star Resource Group. North Star Resource group is not affiliated with Securian Financial Services, Inc, but is independently owned and operated. North Star Consultants, Inc., Insurance Products and Services | CRI Securities, LLC - Securities and Investments | Securian Financial Services, Inc. – Variable Products and Securities1868352/DOFU 8-2017

*Respond to 35-70 inbound calls from agents and clients per day*Make 10-15 outbound calls to clients and agents to resolve outstanding issues*Work with team to resolve issues in a satisfactory manner for all parties involved*Explain complicated contract details about many different MassMutual annuities*Took on additional responsibility as a part of the 'internet team' responsible for responding to client and agent requests via telephone or email*Assisted with mentorship and training of new associates*Team sales lead champion, received recognition and spot bonus for generating the most sales leads on the team for 2015.

*Troubleshoot & resolve tech issues w/ office electronics*Timely production of photocopies*Delivery of legal documents to courts & other law firms*Filing of documents in client file*Install, maintain & repair office equipment and furniture*Creation of excel spreadsheet for organization of files*Organized shelving for long term storage of client files

*Research & retrieve information or documents from case files*Posting of Trustee Sale notices at court & affected properties*Mailing of certified letters in accordance with current laws*Delivery of legal documents for filing at court or to other law firms*Responsible for purchasing and stocking office supplies*Indexed documents and client files to be placed in cold storage*Transport files between storage and office