Experience

Lawson Kroeker Investment Management
• United States
• Investment Management
• 1 - 100 Employee
• Client Specialist

  • Nov 2022 - Present


MassMutual

• United States
• Financial Services
• 700 & Above Employee

• Client Services Coordinator

  • Apr 2022 - Nov 2022

  To provide client service with reports, insurance illustrations, and client service work. Provide support for overview of the calendars, follow-ups, setting teleconferences, responding to calls, mail, and email. Handling documents, updates and maintaining client information in our A360 system and filing system. Preparing financial plans, sales proposals, and applications. As well as providing additional administrative assistance in tasks and general office support. To provide client service with reports, insurance illustrations, and client service work. Provide support for overview of the calendars, follow-ups, setting teleconferences, responding to calls, mail, and email. Handling documents, updates and maintaining client information in our A360 system and filing system. Preparing financial plans, sales proposals, and applications. As well as providing additional administrative assistance in tasks and general office support.



Union Bank & Trust

• United States
• Financial Services
• 500 - 600 Employee

• Senior College Fund Associate

  • Jan 2021 - Apr 2022

  Reviews, assist and manages College Savings Account. Generates reports for stats, trains individuals, along with processing investment changes, contributions, withdrawals, and report request. Handle escalations with associates and call backs.

• College fund assocaite

  • Nov 2019 - Jan 2021


Omaha Federal Credit Union
• United States
• Financial Services
• 1 - 100 Employee
• Personal Banker

  • May 2019 - Nov 2019

Great Western Bank
• Financial Services
• 700 & Above Employee
• Personal Banker

  • Jan 2019 - May 2019


Offutt Air Force Base Chapel

• Protestant Community Coordinator

  • Sep 2018 - Jan 2019

  Assisting in duties for the Protestant Chapel Chaplin’s Assisting in duties for the Protestant Chapel Chaplin’s


Small Business Owner
• United States
• Business Consulting and Services
• 1 - 100 Employee
• Child Care Provider

  • Jul 2013 - Aug 2018

Endocrine Associates
• United States
• Medical Practices
• 1 - 100 Employee
• Receptionist

  • Jul 2007 - Jul 2010

Cox Communications
• United States
• Telecommunications
• 700 & Above Employee
• Customer Service Representative

  • Mar 2006 - Jul 2008

San Angelo Standard-Times
• Newspaper Publishing
• 1 - 100 Employee
• Circulation Assistant

  • Feb 2003 - Jan 2006