Excel, Word, other MS programs
CRM - Salesforce, Redtail and others
Social Media Marketing
Client followup and appt setting
Processing Custodian Paperwork (i.e. TD, Schwab, Fidelity and others)
Creation of PDF fillable forms
Use of cloud based systems
Support and Training of Staff
Skype, google Voice, other apps
I have been working in the Financial Industry since 2001. For the first 11 years I worked for an independent Broker as a Licenced Assistant, next 2 years for The Entrust Group facilitating alternative investments for clients and client services in Reno, NV. Moved to St. Peters, Mo after the housing industry tanked. The Nevada economy could no longer support my husbands contracting business. This is when I began my VA business with Dynamic Wealth Advisors, supporting a number of their advisors. We loved Missouri and both our businesses thrived, but Steve said it was too cold - so here we are in the Hill Country of Texas. Kerrville has been our base since 2014.
Bachelors Degree Human Services and Counseling with a Minor in Economics
Certified Financial Educator - CFP - The Heartland Institute, Denver Co
16+ years in the Financial Industry
Assisted an Independent Broker via Securities America Inc, also worked with The Entrust Group facilitating Alternative investments within IRAs.
Held my Series 66 til 2012 - am now studying for my 65 - Again!!
Held my NV Insurance Licence til 2013
Alternative Investment Processes
Active in my Christian Community where ever I go.
Areas I can Benefit You
Assisting Financial Advisors and small businesses in your growth and success