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Click here or scroll down to respond to this candidateCandidate's Name
Street Address Confederate Avenue,Salisbury, NC Street Address
E EMAIL AVAILABLEP PHONE NUMBER AVAILABLEOBJECTIVEI enjoy working in a positive environment, If you need someone with a sharp sense of humor while still being diplomatic, please review the following resume and let me know if you feel that I would be an asset to your business.Along with an Associates Degree in accounting and a Bachelors Degree in Business Administration, I have seven years experience working for a local accounting firm during tax season. Together with very strong communication and presentation skills, I also have experience as a reporting financial analyst with First Union National Bank and as Controller of a small brick-manufacturing firm. I spent almost 15 years as an Investment Consultant with Vanguard Fiduciary Trust Company in their Charlotte, NC call center. I am very experienced at making my clients feel at ease when on the phone with me.WORK EXPERIENCEDates EmployedJob Title Company01/2007 to 2021 Investment Consultant Vanguard Fiduciary Trust 11/2003 - 2007 Registered RepresentativeMassMutual Financial GroupSalisbury/NCI was a broker with an office in Salisbury, NC. My General Agent office was in Greensboro, NC.I am Series 6 and 63 licensed and Life and Health in NC and SC and LTCi in the state of NC. I have also earned my CLTC (Certified Long Term Care). I target the Small to Medium Business Owner and the emerging Women Business Owner's market for their continuation through death, disability, or retirement and supplemental employee benefits. I am very experienced with both Qualified and Non-Qualified retirement planning. 3/2001 - 11/2003 Registered RepresentativePrincipal Financial GroupDes Moines/IowaDetached Agent.11/1999 - 11/2000 ControllerNew London Brick WorksGold Hill/North CarolinaController/Office Manager/Director of Human Resources Responsible for: Financial statements including operation, cash flow, production and sales projections, and unit costing; liaison between shipping and sales; Payroll for 16 employees; In-house sales and Customer Service. Presently developing web page and constructing the first Employee Handbook for New London Brick Works.Attended Lorman Education Services seminar Writing the Employee Handbook in North Carolina August 30, 2000.New London Brick manufactures handmade brick with sales of $2 million annually and is at the completion of a $9 million expansion with projected sales of $5.8 million by the end of 2001.10/1998 - 3/1999 Reporting AnalystFirst Union CorporationCharlotte/North CarolinaQAR (Quality Assurance Report), BPIP (Business Performance Improvement Process) - Responsible for this monthly process by extracting data from QAR, Unit Cost, and the SVC Expense Report. Performance Book - This book is a tool used by senior management to see how aggregate Servicenter business results are improving year to year in key areas. ad hoc reporting including:The Next Step to Modernizing the Factory, and Achieving World Class Operations - 99 Budget Review.Administrative Assistant to SVP-General Services, and VP-Coordinator of First Union Payments Council.May 1998- October 19993/1997 - 5/1998 Administrative Assistant to theDirector of Catawba ConferencesCatawba CollegeSalisbury/North CarolinaResponsible for scheduling events on campus including internal campus activities and external sources for bookings. Created database for CEO Softwares Scheduler Plus used for bookings.EDUCATIONDates Attended School Degree Location1995-1998 Catawba College Bachelor's Degree Salisbury, NC 1970-1972University of SouthCarolinaAssociates Degree Columbia, SCAFFILIATIONSDates Affiliated Organization RoleMember9/2000 - Present NASD MemberADDITIONAL INFOPUBLICATIONS AND RECOGNITIONPremier Club 2002-Principal Financial GroupNews Sales Associate of the Year 2002 NC Central - Principal Financial Group The Hospice Management Newsletter, November, 1997Deans List, Catawba CollegeCum Laude Graduate, Catawba College |
