Suzanne Rasdal Email and Phone Number
Suzanne Rasdal work email
- Valid
Suzanne Rasdal personal email
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.
Edge Investment Solutions
View- Website:
- edgesvp.com
- Employees:
- 6
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Client Support Director At Edge Investment SolutionsEdge Investment Solutions Nov 2017 - PresentCedar Rapids, IowaBuild 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
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Team Lead, Business SupportCapstone Charity Resources May 2017 - Nov 2017Cedar Rapids, IowaEnsured 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.
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Remittance AssociateTransamerica Oct 2015 - Feb 2017Cedar Rapids, Iowa AreaBalanced and processed clients’ payroll files and 401k plans for employees; processed rollovers, contract exchanges and remits for payrolls and loans. Provided excellent customer service.
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Contracting And Licensing SpecialistTransamerica Jun 2014 - Oct 2015Cedar Rapids, Iowa AreaPrepared state specific license/appointment documents, reviewed & audited agent contract files for required forms & documents.
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Technical Services AssistantMarion Public Library Aug 2006 - Jun 2014Cataloged and classified library materials using SIRSI Workflows software.
Suzanne Rasdal Skills
Suzanne Rasdal Education Details
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University Of Iowa, Wayne State UniversityJournalism
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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