Suzanne Rasdal

Suzanne Rasdal Email and Phone Number

Director of Client Operation at Edge Investment Solutions @ EDGE Investment Solutions
cedar rapids, iowa, united states
Suzanne Rasdal's Location
Cedar Rapids, Iowa, United States, United States
Suzanne Rasdal's Contact Details

Suzanne Rasdal work email

Suzanne Rasdal personal email

n/a
About Suzanne Rasdal

Skilled corporate professional and business writer with expertise in administrative and operational support, cash functions, and organizing and validating documentation at the highest levels of quality, service, and accuracy. Strong team and technical support including expertise using various CRMs, including Insightly and Wealth Box.Prepare Annual Review paperwork, i.e., run Morningstar Snapshots and Financial Statement reports, book hotel rooms and airline tickets for conferences.Proficient with Insurance software, Library software, and SIRSI, Microsoft Word and Work Flows. Successful project leader with achievements decluttering workflow processes, building cross-functional relationships, and improving data reliability and confidentiality. Writing expertise includes grants, manuals, newsletters, newspaper articles, public website information, and reviews.

Suzanne Rasdal's Current Company Details
EDGE Investment Solutions

Edge Investment Solutions

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Director of Client Operation at Edge Investment Solutions
cedar rapids, iowa, united states
Website:
edgesvp.com
Employees:
6
Suzanne Rasdal Work Experience Details
  • Edge Investment Solutions
    Client Support Director At Edge Investment Solutions
    Edge Investment Solutions Nov 2017 - Present
    Cedar Rapids, Iowa
    Build Money Guide Pro Plans for retirement analysisProcess Game Plan Questionnaires for account reviewsEstablish account review reports and send appointment reminders weekly/dailyFormulate Morning Star snapshot Reports and CAAP models monthly and for client & prospect accounts as neededMaintain confidentiality when preparing and processing transaction paperworkArrange flight and hotel reservationsOffice maintenance, mailings, order supplies & equipmentCreate files for clients and enter their personal information into a CRMSchedule appointments for prospects and clientsInitiate contact with Dave Ramsey Leads and schedule appointments
  • Capstone Charity Resources
    Team Lead, Business Support
    Capstone Charity Resources May 2017 - Nov 2017
    Cedar Rapids, Iowa
    Ensured compliance in both initial registrations and renewal, as well as extensive work directly with the various agencies involved in accepting and approving charitable non-profit registrations.
  • Transamerica
    Remittance Associate
    Transamerica Oct 2015 - Feb 2017
    Cedar Rapids, Iowa Area
    Balanced and processed clients’ payroll files and 401k plans for employees; processed rollovers, contract exchanges and remits for payrolls and loans. Provided excellent customer service.
  • Transamerica
    Contracting And Licensing Specialist
    Transamerica Jun 2014 - Oct 2015
    Cedar Rapids, Iowa Area
    Prepared state specific license/appointment documents, reviewed & audited agent contract files for required forms & documents.
  • Marion Public Library
    Technical Services Assistant
    Marion Public Library Aug 2006 - Jun 2014
    Cataloged and classified library materials using SIRSI Workflows software.

Suzanne Rasdal Skills

Library Instruction Research Manages Extensive Client And Reguatory Databases Nonprofit Registration Specialist Regulatory And Compliance

Suzanne Rasdal Education Details

  • University Of Iowa, Wayne State University
    University Of Iowa, Wayne State University
    Journalism

Frequently Asked Questions about Suzanne Rasdal

What company does Suzanne Rasdal work for?

Suzanne Rasdal works for Edge Investment Solutions

What is Suzanne Rasdal's role at the current company?

Suzanne Rasdal's current role is Director of Client Operation at Edge Investment Solutions.

What is Suzanne Rasdal's email address?

Suzanne Rasdal's email address is sr****@****ion.lib

What schools did Suzanne Rasdal attend?

Suzanne Rasdal attended University Of Iowa, Wayne State University.

What skills is Suzanne Rasdal known for?

Suzanne Rasdal has skills like Library Instruction, Research, Manages Extensive Client And Reguatory Databases, Nonprofit Registration Specialist, Regulatory And Compliance.

Who are Suzanne Rasdal's colleagues?

Suzanne Rasdal's colleagues are Joel Hanson, Aif, Jacob Hubanks, Rick Langford, Erica Chavez, Andrea Francisco, Ben Young.

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