Callie Simmons

Investment Analyst at Missouri State Employees'​ Retirement System
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Contact Information
us****@****om
(386) 825-5501
Location
Lake Ozark, Missouri, United States, US
Skills

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Bio

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Experience

  • Missouri State Employees' Retirement System
    • United States
    • Government Administration
    • 1 - 100 Employee
    • Investment Analyst
      • Apr 2023 - Present

  • Missouri State Employees' Retirement System
    • United States
    • Government Administration
    • 1 - 100 Employee
    • Financial Education Professional
      • May 2017 - Feb 2023

  • Wells Fargo Advisors
    • United States
    • Financial Services
    • 700 & Above Employee
    • Financial Advisors
      • Jun 2013 - May 2017

      As a Financial Advisor I work to help clients build, manage, preserve and transition their wealth. I believe wealth is a comprehensive process that includes investments, liability management,and risk management. Wells Fargo is a trade name used by Wells Fargo Clearing Services, LLC/Member SIPC As a Financial Advisor I work to help clients build, manage, preserve and transition their wealth. I believe wealth is a comprehensive process that includes investments, liability management,and risk management. Wells Fargo is a trade name used by Wells Fargo Clearing Services, LLC/Member SIPC

  • Burgers’ Smokehouse
    • General Office Staff
      • May 2012 - Aug 2012

      Prepared payroll for 250 employees and filed confidential employee records • Created an advertising DVD for promotional activities for the company’s 60th anniversary. • Assisted in bill paying and sales expense compensations up to $1000 Prepared payroll for 250 employees and filed confidential employee records • Created an advertising DVD for promotional activities for the company’s 60th anniversary. • Assisted in bill paying and sales expense compensations up to $1000

  • Peoples’ Bank of Moniteau County
    • Teller
      • Oct 2007 - Jan 2011

      Assisted approximately 40 customers per day with all banking needs • Performed cash transactions totaling $30,000 per day • Worked customer service as an information representative • Prepared loan, checking and saving account reports to be submitted to management Assisted approximately 40 customers per day with all banking needs • Performed cash transactions totaling $30,000 per day • Worked customer service as an information representative • Prepared loan, checking and saving account reports to be submitted to management

Education

  • Central Missouri State University
    Bachelor of Business Administration (B.B.A.), Finance, General
    2012 - 2013

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