Years of experience: 15

C-level ExecutiveCorporate FinanceCFOBusiness OwnerCompliance OfficerHR

Trusted by top professionals

  • KB
    Kali Burgwald
    Self employed early childhood educator
    Verified
    I have know Dara for 20+ years. Her work ethic is top notch. Professional, strategic, great communicator, and reliable. She is personable and trustworthy. Anyone would be lucky to have her working wit...
  • JT
    Julian Teehan
    Drone photographer
    Verified
    Dara was an extremely organized and efficient executive assistant for my company. I enjoyed working with her and look forward to an opportunity to work with her again in the future.

Trust Score

Exceptionally trusted; proven professional excellence.

100%
Dara's Career Path
Financial Service ConsultantApr. 2023 -
Present
Dara M Hanson ConsultingFinancial Service Consultant
United 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 e...
Administrative DirectorFeb. 2018 -
Apr. 2023
Capital Advisory Group LLCAdministrative Director
United 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 wi...
AssistantMay. 2017 -
Feb. 2018
Self-employedAssistant
United States

Dara's Posts

  • How I can help you

    • Efficiently handle emails and scheduling • Skilled in multitasking and customer relations • Reliable, efficient, and a true partner

  • People I am looking for

    • Businesses of all sizes • Seeking to enhance organization • Aim to manage daily operations effectively

  • Experience & Cases

    • Streamlined inventory for F&B company • Boosted business by 10% in six months • Created scheduling for 200+ households • Experience with Capital AdvisoryGroup, the State of Minnesota, USPS

  • How to contact

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