Experience

Boulder Wealth Advisors, LLC.
• United States
• Financial Services
• 1 - 100 Employee
• Operations Manager

  • Mar 2023 - Present


Edward Jones

• United States
• Financial Services
• 700 & Above Employee

• Financial Administrator

  • Feb 2016 - Mar 2023

  Boulder, Colorado, United States



Elevations Credit Union

• United States
• Banking
• 400 - 500 Employee

• Senior Teller and Member Services Support

  • 2011 - 2015

  Boulder, Colorado, United States Managed info desk to improve member satisfaction by proactively addressing their needs and expediting problem resolution through cross department support. Responsible for assessing members' financial needs and referring financial products and services. Individual company winner, Summit Council 2013 & 2014 loan & wealth management referrals competition Individual company winner for Credit Card Referral Competition 2013 Awarded Mile High Performer 2013 & 2014 Processed… Show more Managed info desk to improve member satisfaction by proactively addressing their needs and expediting problem resolution through cross department support. Responsible for assessing members' financial needs and referring financial products and services. Individual company winner, Summit Council 2013 & 2014 loan & wealth management referrals competition Individual company winner for Credit Card Referral Competition 2013 Awarded Mile High Performer 2013 & 2014 Processed member financial transactions including deposits, withdrawals, loan payments, transfers, cash balancing, opening and closing branch duties and training new employees. Show less



Boulder County Legal Aid

• Client Support Administrator - Volunteer

  • 2009 - 2010

  Louisville, Colorado, United States Front desk reception. Interviewed prospective clients (phone and in-person) to identify and assess all social services available that could support them and their financial eligibility for services. Supported clients in their non-criminal legal needs and guided them to the correct support services. Administrative duties including: scheduling appointments, data entry, daily correspondence, mailings



Boulder County DA Office

• Arraignment Assistant - Volunteer

  • 2009 - 2010

  Boulder, Colorado, United States Explained and processed legal advisements and agreements between District Attorney's office and those charged with misdemeanor criminal offenses



Boulder Valley School District

• United States
• Primary and Secondary Education
• 700 & Above Employee

• Boulder Valley School District - Volunteer

  • Sep 1997 - May 2009

  Colorado, United States Math Tutor K-5 Ran Great Books reading groups K-5 Organized fundraisers bringing in over $100k involving grocery scrip and silent auctions. Organized various class and schoolwide events



GapKids

• United States
• Retail
• 1 - 100 Employee

• Sales Associate/Cashier

  • 1995 - 1997

  Boulder, Colorado, United States Responsible for retail sales support, inventory, sales floor replenishment and sales floor displays