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Creative project professional with expert skills in communication, client service, and strategic planning.
Looking to join a growing department within the Corporate level of Edward Jones, emphasizing in large scale change.
2018 BOA MPC and Drucker Qualifier. Our branch was also highlighted on stage at BOA MPC Conference and asked to facilitate two breakout groups that afternoon.
Been personally asked, on several occasions, to speak on UpTick about various topics while visiting home office. I've been interviewed by Fortune magazine to talk about Edward Jones.
Presented several times to promote insurance at Regional Meetings.
Works efficiently in a level 10 office with Financial Advisor Julie Johnston. Our office maintains a 452 CEI score and 88% Deeply Served Clients.
Teamwork oriented workflow with a recent completion of a Super Goodknight program.
Specializing in insurance, and employer sponsor plans.
Successfully take on the day to day activities of creating a well-organized personal experience for our clients. I align technology and people to create/ maintain meetings, business plans, appointments, while processing accounts and transactions. I also engage in over 5 different levels of communication at once between the FA, clients, Home Office and partnering businesses.
State of Michigan Teaching Certification
Mentor, Edward Jones BOA Mentoring Program
Member, Edward Jones BOA Advisory Group at Home Office
Member, Albion College Alumni Association