Rosie K.

Financial Advisor at Compass Capital Mgmt
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Contact Information
us****@****om
(386) 825-5501
Location
Greater New Orleans Region, US
Languages
  • English -

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Bio

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Credentials

  • Series 7
    FINRA
    Jan, 2020
    - Oct, 2024
  • Series 65
    NASAA
    Feb, 2019
    - Oct, 2024
  • Series 26
    FINRA (Financial Industry Regulatory Authority)
    May, 2018
    - Oct, 2024
  • Series 6
    FINRA (Financial Industry Regulatory Authority)
    Jan, 2018
    - Oct, 2024
  • Series 63
    NASAA
    Jan, 2018
    - Oct, 2024
  • Life Licensed Insurance Producer
    National Association of Insurance Commissioners (NAIC)
    Feb, 2017
    - Oct, 2024

Experience

    • Financial Services
    • 1 - 100 Employee
    • Financial Advisor
      • Dec 2019 - Present

    • United States
    • Financial Services
    • 700 & Above Employee
    • Licensed Personal Banker
      • Nov 2018 - Nov 2019

      Guiding families into their financial future with exceptional service quality. Currently hold Series 6, 63, 65, and 26 registrations.

    • United States
    • Non-profit Organization Management
    • 1 - 100 Employee
    • Financial Advisor
      • Jan 2017 - Nov 2018

      Helping couples and families plan for their future and protect their families from the inevitable. Series 6 & 63, registered FINRA representative.

    • United Kingdom
    • Graphic Design
    • Event Producer
      • 2008 - May 2018

      Self-employed doing contract work for various events and organizations. Work spans years of experience in various industries including customer service, theater, event planning and management, fundraising, and more.Past & Present projects include:Babies, Books, & Bluegrass - event creation, design, coordination, and executionHistoric Hattiesburg Downtown Association - Art Walks, Downtown Candlelighting, Shop Small Saturday, Downtown Business University, as well as other… Self-employed doing contract work for various events and organizations. Work spans years of experience in various industries including customer service, theater, event planning and management, fundraising, and more.Past & Present projects include:Babies, Books, & Bluegrass - event creation, design, coordination, and executionHistoric Hattiesburg Downtown Association - Art Walks, Downtown Candlelighting, Shop Small Saturday, Downtown Business University, as well as other events as needed or requested5th Annual Woodville Deer & Wildlife Festival - Asst. Festival CoordinatorPine Belt Women's Expo - Asst. Event Manager/Planner Zeus Coronation Ball - Scenic ArtistWelcome Back Hattiesburg - Event creator & coordinatorPhotographer - various weddings, events, and portraits Show more Show less

    • United States
    • Retail
    • Owner
      • Mar 2015 - Jan 2018

      A consignment store turned parenting resource for local moms in the community. The brick and mortar location has moved online to www.playpenhattiesburg.com

    • United States
    • Restaurants
    • Marketing and Events Director
      • Apr 2012 - Jan 2015

      PR/Marketing and Events Promotion for Brownstone's, a locally owned and operated New Orleans style restaurant in downtown Hattiesburg, MS. My job duties include but are not limited to graphic design, press releases, identifying and reaching both existing and new target markets, development and execution of new promotions to help increase business, social media and electronic marketing, new event development, and enchancement of guest experiences. I also work closely with members of the… PR/Marketing and Events Promotion for Brownstone's, a locally owned and operated New Orleans style restaurant in downtown Hattiesburg, MS. My job duties include but are not limited to graphic design, press releases, identifying and reaching both existing and new target markets, development and execution of new promotions to help increase business, social media and electronic marketing, new event development, and enchancement of guest experiences. I also work closely with members of the restaurant management team to ensure our employees are trained properly in the area of customer service and company policy. Show more Show less

    • United States
    • Hospitality
    • 1 - 100 Employee
    • Front of House Manager - Saenger Theater
      • Apr 2008 - Apr 2012

      box office set up, ticketing, and sales; contract development; client recruitment and retention; event planning, management, and execution; cash handling; inventory ordering; scheduling; and all other duties assigned as an employee of the convention commission. While employed there, I created many new events as well as the current window-painting program.

Education

  • The University of Southern Mississippi
    -
  • Covington High School
    -

Community

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