Keep in touch with meI'm using Intch to connect with new people. Use this link to open chat with me via Intch app
Network Power<100 people
Roles
✨100%
Business Owner
📝100%
Influencer or Blogger
🧑‍🔬100%
Engineer
Geos
🇨🇦100%
Canada
Work Background
Financial Service Consultant
Dara M Hanson ConsultingFinancial Service Consultant
Apr. 2023United States, RosemountIn charge of maintaining multiple schedules including client reviews and training Responsible for client on boarding and new account set up including account transfers, rollovers or initial deposits. Experience with LPL Clientworks, RightCapital, Firm, eMoney, Redtail, Netx360, Orion, Financial Profiles, Riskalyze, FI360 and other platforms. Communicates directly with v endors and representatives with annuity, Insurance and third party vendors. Preparing for retirement plan reviews including agendas, running reports and post review changes to the plan & investments
Administrative Director
Capital Advisory Group LLCAdministrative Director
Feb. 2018 - Apr. 2023United States, Bloomington• In charge of maintaining multiple schedules including client reviews and travel schedules. • Responsible for client on boarding and new account set up including account transfers, rollovers or initial deposits. • Experience with eMoney, Redtail, Netx360, Riskalyze, FI360 and other platforms. • Completes monthly management fee billing for the entire office. • Communicates directly with vendors and representatives with annuity, insurance and third party vendors. • Insurance licensed, completed Series 66 training and scheduled for Series 7 training in February 2023. • Responsible for all new employee on boarding and training.
Assistant
Self-employedAssistant
May. 2017 - Feb. 2018United States
Revenue examiner
Minnesota Department of RevenueRevenue examiner
Oct. 2016 - Nov. 2017United States, Saint Paul• Assist customers with tax related questions. • Answer emails in a timely manner following compliance requirements. • Research tax questions and give callers complete, accurate information.
Office Manager
DMR Clinic WoodburyOffice Manager
May. 2015 - Jun. 2016United States, WoodburyVerifies insurance benefits and inputs billing for patients to insurance companies. • Interviews and completes new employee paperwork. • Schedules appointments for numerous patients a day. • Fields incoming phone calls from patients and vendors. • Processes payments for patients daily and at the end of the month. • Wrote training manuals for the front of the desk staff.
Office Assistant
Hopkins Health and Wellness CenterOffice Assistant
Oct. 2014 - Jun. 2016Hopkins, MN
Fire Fighter
Medicine Lake Fire DepartmentFire Fighter
Jul. 2013 - Apr. 2014
Mail Carrier
United States Postal ServiceMail Carrier
Nov. 2012 - Jul. 2013
Director of Operations
Tru MagazineDirector of Operations
Mar. 2012 - Aug. 2012Greater Minneapolis-St. Paul Area
Server
Cara Irish PubsServer
Jan. 2009 - Dec. 2012

Requests

Touchpoint image
0
Personal Pitch
Comprehensive Admin Solutions
Show more
Intch is a Professional Networking App for the Future of Work
300k+ people
130+ countries
AI matching
Get Intch if you'd like to
📝
Get Recommended to New Customers
👋
Connect with Like-Minded People
💸
Raise Capital
🚀
Find a side project
😎
Reach Top Niche Experts
⚡
Find Jobs on a Hidden Market
💼
Find a Perfect Co-Founder
🙌
Find a Trusted Mentor
🤝
Hire Top Global Professionals
See more people like Dara on Intch
Finance
265970 people
16
Program Manager @ DISH Network
19
Founder @ Beagle
15
Data Analyst
FinanceFinancial Planner
36674 people
42
Senior Mining Engineer @ Riot blockchain
18
Senior Account Manager @ StockX
15
District Leader @ Primerica