Requests
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Work Background
SymboticOperational Training Coordinator
Dec. 2023
ZoomProject Manager for Event Services
Jul. 2021 - Dec. 2023
Zoom Video CommunicationsOnline Event Consultant
Oct. 2019 - Dec. 2023Kansas City, Kansas, United States
Zoom Video CommunicationsTechnical Support Engineer
Jul. 2017 - Oct. 2019Overland Park, Kansas
PeopleAdminCustomer Success Specialist
Jun. 2016 - Jul. 2017Shawnee, KS
Northwestern MutualAssociate Financial Representative
Oct. 2013 - May. 2016Leawood, KS• Partner with the FR’s in planning incremental goals, accomplishing those goals by working together to meet deadlines and process applications efficiently, and building their businesses successfully.
• Assisted one of the FR’s in reaching a national company award for highest production in his first year in the business.
• Liaison between clients and underwriters during the underwriting process; prepare all financial analysis, projections, and recommendation illustrations for client meetings, including working with various internal programs and correlating compliant requirements; complete service requests from clients in a timely and efficient manner while keeping their long-term financial goals in mind.
• Maintain awareness of FINRA regulations and licensing requirements when processing applications; have advanced knowledge of product information involving insurance (life, disability, long-term care); responsible for checking applications for complete content and compliance issues before processing.
• Regularly process FR's investment requests on behalf of the client such as: setting up new accounts (Traditional, Roth, 529’s, and basic brokerage accounts), obtaining funds (rollovers, transfers, 1035 exchanges, etc.), and trading monies on current accounts in accordance with allocation directives. • Administrative duties such as: maintaining compliant client files, communicating with clients for various reasons, managing the FR’s calendar, and ordering office supplies); tracking production goals and making sure that all applications are paid for before commission cut-off; “tech savvy” ness in a company moving towards paperless processes to appeal to an electronic society.
Toledo Christian SchoolsTeacher
Sep. 2012 - May. 2013Toledo, OhioI teach 3rd grade and am responsible for a common core inclusive curriculum, classroom management, and effectiveness of teaching and discipline in my class all within the confines of a Christ-like environment. • Created weekly lesson plans in accordance with Ohio state standards and common core; differentiated instruction in accordance with the individual learning needs in my classroom; utilized a variety of teaching styles and tools daily in lessons including: technology, visuals, games, manipulatives, journaling, projects, etc.
Accessible Home Health CareOffice Administrator
Dec. 2011 - Oct. 2012Toledo, OH• Responsible for payroll, billing, and budget maintenance; Provided direct customer service for all clients and caregivers; exercised discretion and leadership while managing daily needs of the office and clients; collaborated directly with superiors to help make the business more efficient and successful; organized and maintained all files, paperwork, and office supplies; acted as a back-up caregiver; handled all scheduling needs and conflicts; assisted with marketing needs; kept track of all calls and business appointments; managed the schedules, payroll, and concerns of 20 caregivers at a time.
Monclova Christian AcademyTeacher
Sep. 2009 - May. 2011Monclova, OH• Created weekly lesson plans; developed assessments relevant to grading scale and educational benchmarks; executed lesson plans, maintained an organized, functional, and learning-friendly atmosphere in the classroom, taught with the goal of inspiring children to be life learners
• Completed necessary documents for educational deadlines required by the state and the institution
• Communicated with parents on a regular basis and in conferences concerning child development • Coached Jr. High and Sr. High Track and Field-2 years
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