Carolyn Erwin

Self employed

United StatesMarketingSales & BizDev🐦 DesignFinanceBusiness OwnerBrand Marketing ManagerContent ManagerEvent ProducerGraphic DesignerCustomer Success ManagerAccount ManagerBusiness Development ManagerCustomer ServiceHelp Desk SupportCase ManagerClient Relations SpecialistChat SupportCustomer Care SpecialistService Quality ManagerComplaint Resolution SpecialistAssistantAdministrative AssistantPersonal AssistantExecutive AssistantOffice AssistantOffice AdministratorProject CoordinatorMarketing DirectorCRM managerData EntryTyping SpecialistDocument Processor

Experienced operations and financial professional with a strong background in wealth management, financial analysis, and inventory management. With over a decade of expertise in managing complex processes, optimizing business operations, and fostering client relationships, I excel in creating strategies that drive growth and efficiency. I am passionate about the western and ranching lifestyle, learning new skills and creative ventures. I excel in fast paced environments working independently or on a team where efficiency is the name of the game. I enjoy combining my professional skills with my personal interests to deliver impactful results.

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Work Background

Associate Financial Advisor

Waypoint Wealth Management Montana - Northwestern MutualAssociate Financial Advisor

May. 2017Bozeman, Montana, United States

Associate Financial Advisor

Waypoint Wealth Management Montana - Northwestern MutualAssociate Financial Advisor

May. 2017Bozeman, Montana, United States

Director of Investment Service

Waypoint Wealth Management Montana - Northwestern MutualDirector of Investment Service

May. 2017Bozeman, Montana, United States

Associate Financial Representative

Northwester Mutual Life Ins CoAssociate Financial Representative

May. 2017 - Apr. 2022Bozeman

Administrative Assistant

Rocky Mountain Insurance GroupAdministrative Assistant

Mar. 2014 - May. 2014Bozeman, MT

Office Manager

Hurricane Hydro Services, LLCOffice Manager

Aug. 2011 - May. 2012Dickinson, ND

Purchasing Manager

Bridger Animal NutritionPurchasing Manager

Jun. 2007 - Apr. 2022

Requests

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Personal Pitch

Project Operations and Client Onboarding Specialist

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