Alaina Hepple, NQPA™

Non-Qualified Plan Consultant at Newport
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Contact Information
us****@****om
(386) 825-5501
Location
Winter Garden, Florida, United States, US
Languages
  • English Full professional proficiency
  • Spanish Limited working proficiency

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5.0

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Mark Ross

Alaina is a hard working, excellent communicator as well as intelligent. She works very well with people of all ages. She is knowledgeable but knows how to ask the right questions when she does not understand a certain topic. Her work ethics are the best I have ever seen.

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Credentials

  • The Nonqualified Plan Advisor (NQPA™)
    Newport
    May, 2023
    - Nov, 2024
  • Series 63
    NASAA
    Feb, 2021
    - Nov, 2024
  • Series 6
    FI
    Jul, 2020
    - Nov, 2024
  • Insurance Agent, Accident, Health, Life, Variable Life & Variable Annuities
    Florida Department of Financial Services
    Jan, 2020
    - Nov, 2024

Experience

  • Newport
    • United States
    • Financial Services
    • 700 & Above Employee
    • Non-Qualified Plan Consultant
      • Apr 2019 - Present

  • GEICO
    • United States
    • Insurance
    • 700 & Above Employee
    • homeowners insurance supervisor
      • May 2018 - Apr 2019

    • Management Development Program
      • Jan 2017 - May 2018

  • Career and Professional Development Center
    • California University of Pennsylvania
    • Career Ambassador
      • Jan 2015 - Dec 2016

      Participate on the CPDC social media team, which includes being trained on all of CPDC social media accounts and postings Develop marketing ideas by serving on student focus groups to identify target audience and gauge student interest Post all employment opportunities for students / alumni to Cal U’s online job board – Hire CalYOU Market career services assistance to Cal U campus through posters, e-mail, residence life, and campus organizations Schedule and confirm student and alumni appointments and maintain reception area Developed the comprehensive brochure for the Cal U Etiquette Dinner employer networking event Process business cards for current students and alumni Show less

  • Mylan
    • United States
    • Pharmaceutical Manufacturing
    • 700 & Above Employee
    • Accounts Receivable Intern
      • May 2016 - Aug 2016

      Processed assigned transactions in a compliant & accurate manner in compliance with established SLAs Assisted, prepared, & provided simple spreadsheets, reports & analyses that compiles & summarizes data as requested by management Developed & maintained working relationships with internal business partners & vendors Reviewed & assisted with the preparation of daily, monthly, quarterly & annual deliverables Gained understanding of Mylan Finance & Compliance Policies & Procedures Assisted & supported team with special projects with on-going initiatives of Global Business Services & Finance Shared Services Show less

Education

  • California University of Pennsylvania
    Bachelor's degree, Finance, General
    2013 - 2016
  • Universidad Veritas
    Spanish and International Business
    2015 -

Community

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