I work with a team in our Planning Department to enhance the probability that new full-time financial representatives have a successful start to their careers with a turn-key solution of offerings for which our representatives pay rather than doing these tasks on their own or hiring an assistant. I provide our representatives client presentations, insurance illustrations, and research as needed/requested. The client presentations have modules that analyze various financial needs in which the primary modules are: survivorship (life insurance need), retirement, investment asset allocation, long-term care, and disability. In addition to my duties above, I assist the Director of Network Office Supervision as a fully qualified supervisory back-up (I am FINRA series 9 & 10 qualified). I give final approval for new brokerage accounts, review and approve the daily trade blotter, review and approve investment and variable contract trades, and review and approve client presentations (PPA-Personal Planning Analysis). Non-advisory PPAs at this point as I am not FINRA Series 66 qualified as yet.

At the time of my hiring in 2006, John Wright was still the Managing Partner (owner). Therefore, the name of the Northwestern Mutual agency at that time was Wright Financial Group. John Wright retired on December 31, 2007 and Brian McClure became Managing Partner on January 1, 2008 upon which the name of my employer became McClure Financial Group.Reviewed and entered new brokerage and advisory accounts, initiated transfer of securities, expedited mutual fund trades and corrections, maintained check and order logs, entered and reviewed daily deposits, initiated wire/check requests, and assisted Northwestern representatives with questions, research, and other projects as needed.

Began my career as a Staff Accountant and was promoted to Investment Operations Officer on January 1, 2003. I was responsible for processing and recording investment transactions. Entering and tracking individual security accounting information utilizing investment-specific software. Maintaining security files and invstment safekeeping records for the subsidiary banks. Preparing periodic investment and other management reports. Assisting with projects and/or system enhancements related to the investment area.

Maintained trust company general ledger, paid invoices and maintained the trust company's accounts payable system using CSI Inc. and Lotus 1-2-3 (the original spreadsheet application that was later overtaken by Microsoft Excel). Balanced monthly statements from the Bank of New York and the Federal Reserve Bank of Chicago. Assisted the Senior VP of Operations with resolutions of Sungard software problems and assisted other co-workers with daily operations.

Note: Champaign National Bank merged with Bank Illinois in 1994. Therefore, my employer's name changed to Bank Illinois before I was hired by the Bank Illinois Trust Company on November, 1995.I sorted checks, maintained the sorting machine, and balanced incoming checks from the federal reserve.