Proficient in Money Guide Pro Exceptional in Excel Familiar in Advisor View CRM |
Strong Public Speaking Skills Time Management Fast Learner |
Prepared Financial Reports & Investment Reviews.
Created new saving for Financial Planning Department's files in Worldox.
Constructed an Action List for both the client and advisor to use throughout their journey.
Provide Platinum Service While Creating a Friendly, Welcoming Environment to Members and Guests
Maintain Communication to Starter, Pro Shop, & Golf Assistant on Incoming Guests and Cart Numbers
Maintain
Staging Area, Driving Range, Practice Area Set-up, and Cart Barn
Coordinate a Minimum of Six Events Per Year for Students, Ranging From Academic, Social to Cultural.
Enforce University Policies on Campus and Report Policy Violations to the Director of Residence Life Through an Incident Tracker Program.
Attend Weekly & Bi-Weekly Staff Meetings to Discuss
Issues Regarding Students, Ways to Improve Residence
Life, and for Team Building.
Organize, File, and Analyzed Building Projects and Financial Plans
Assess Land & Overlook Building Inspections
Answer and Direct Phone
Phone Calls & Register Voters During Elections
Bloomberg Certification
CPR Certified
Companies Worked For:
School Attended
Job Titles Held:
Degrees
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