H&S Companies
Client Relationship Manager
The Novosad Team Keller Williams Aug 2010 - Mar 2011
Office Manager
Rehmann Financial 2003 To 2010 Sep 2001 - Jan 2010
Senior Financial Service Specialist and Executive Assistant
O.a.k Financial Services Jan 1997 - Jan 2001
Operation Manager and Executive Assistant
Wells Fargo 1995 - 1997
Sales Assistant
Education:
Cornerstone University 2006 - 2008
Bachelors, Bachelor of Arts, Business
College of Financial Planning 2006 - 2006
Skills:
Finance Accounting Retirement Planning Strategic Financial Planning Crm Management Customer Service Investments Financial Services Financial Planning Series 63 Mutual Funds Wealth Management Insurance Budgets Asset Management Financial Advisory Securities Team Building Series 6 Asset Managment Life
Youtube
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