Experience

Insight Wealth Group

• United States
• Financial Services
• 1 - 100 Employee

• Associate Advisor / Client Services Manager

  • Jun 2023 - Present



GCSB Investment Center

• United States
• Investment Management

• Financial Advisor

  • Jan 2014 - May 2023



WealthCharter Retirement Planning

• United States
• Investment Management
• 1 - 100 Employee

• Director of Client Relations

  • Jun 2007 - Dec 2013

  • Act as clients’ main point of contact • Oversee the trading and client relations of the firm, including all new account paperwork and follow-up • Organize advisor's schedule, including client meetings, meetings with product sponsors and client events • Assist in preparing investment analysis and appointment preparation • Assist in administrative, marketing and accounting functions • Maintain website and content, including social media outlets • Maintain thorough FINRA compliance files, including the assurance that business processing procedures and client reporting are compliant • Monitor and ensure security of digital and paper files Show less



DeWaay Capital Management

• West Des Moines, IA and Clive, IA

• Client Service Professional

  • Jul 2001 - May 2007

  • Fulfilled multiple roles as the firm grew, including: o Administrative Assistance o Marketing and Event Planning o Accounting o Information Technology and Client Reporting o Specialized in Transferring of Assets o Client Service, Client Relations and Client Retention o Assistance to Advisors • Fulfilled multiple roles as the firm grew, including: o Administrative Assistance o Marketing and Event Planning o Accounting o Information Technology and Client Reporting o Specialized in Transferring of Assets o Client Service, Client Relations and Client Retention o Assistance to Advisors



EY

• United Kingdom
• IT Services and IT Consulting
• 700 & Above Employee

• Tax Compliance

  • Mar 1999 - Jul 2001

  • Assigned to tax compliance outsourcing engagement • Continued duties begun with AmerUs Life Holdings, Inc. • Assisted in State and Local Tax (SALT) audits • Assigned to tax compliance outsourcing engagement • Continued duties begun with AmerUs Life Holdings, Inc. • Assisted in State and Local Tax (SALT) audits



AmerUs Life Holdings, Inc.

• Des Moines, Iowa Area

• Insurance Premium Tax

  • Jan 1999 - May 1999

  • Oversaw state premium tax responsibilities of multiple insurance companies o Prepared and filed State and Municipal Tax Returns o Tracked guarantee assessments of insolvent insurance companies (tax credits) • Outsourced to Ernst and Young, LLP, May 1999 • Oversaw state premium tax responsibilities of multiple insurance companies o Prepared and filed State and Municipal Tax Returns o Tracked guarantee assessments of insolvent insurance companies (tax credits) • Outsourced to Ernst and Young, LLP, May 1999



Commercial Federal Bank

• Banking
• 1 - 100 Employee

• Retail Banker

  • Jul 1998 - Jan 1999

  • Completed customer transactions • Reconciled automatic teller machines • Reconciled drawer count daily • Completed customer transactions • Reconciled automatic teller machines • Reconciled drawer count daily