Experience

Income Works

• Financial Services
• 1 - 100 Employee

• Financial Planning & Investment Services Associate

  • Oct 2018 - Present

  I joined the Income Works team in October 2018. I work remotely from California and make quarterly visits to the home office in Agawam, Massachusetts, where I will assist with planning cases and client meetings. As a financial planning and investment services associate, Diana supports Richard, the lead advisor, with all aspects of wealth management including investment research, data gathering, meeting preparation, client communication, retirement planning, and client account maintenance. I also assist in writing and editing our newsletter and website content. Additionally, I participate in business development activities to attract clients. Securities offered through Commonwealth Financial Network®, member www.finra.org, www.sipc.org. This communication is strictly intended for individuals residing in the state of MA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use here: www.commonwealth.com/ termsofuse.html Income Works, LLC. 67 Hunt Street, Suite 115. Agawam, MA 01001 Office: (413) 747-5717 Fax: (413) 747-5489 www.incomeworksllc.com Show less



Kendall Wealth Partners

• Pacific Grove, California

• Associate Advisor

  • Sep 2014 - Oct 2018

  Securities offered through Commonwealth Financial Network®, member FINRA/SIPC. This communication is strictly intended for individuals residing in the state of CA. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our Terms of Use here: www.commonwealth.com/termsofuse.html Kendall Wealth Partners 315 Grand Ave. Suite A. Pacific Grove, CA 93950 Tel: 831.372.2257 Incoming fax: 831.301.2424 www.kendallwealthpartners.com Show less



Ordway Drugs & Medical Supplies

• Monterey, California

• Billing/Accounting

  • Jan 2012 - Sep 2014

   Creation and formatting of company forms, policies, handbooks, letters and others  In charge of in house charge accounts; monthly billing cycles  Prescription rebilling and patient account adjustment and refunding  In charge of Accounts Receivable and for in house charge accounts  Reconciling Accounts Receivable; insurance payments  Collection calls and bounced check follow-up  Medical Billing including Medicare, Medi-Cal, and commercial insurance companies  Knowledge of Medicare procedures and billing for durable medical equipment, diabetic supplies, and ostomy supplies  Creation of a monthly newsletter: informative and entertaining  Human resources responsibilities, including helping in job recruitment and employee selection, health insurance for employees, and others  Keeping social media up to date  Creation of coupons and other marketing materials Show less



Walt Disney World

• United States
• Entertainment Providers
• 700 & Above Employee

• Merchandise Cast Member

  • Aug 2011 - Jan 2012

   Production of chocolate covered strawberries, caramel apples, candy apples, caramel topped apples (caramel apples topped with chocolate and M&Ms or other toppings, apple pie apples, etc), character apples (Minnie Mouse, Mickey Mouse, Snowman, Jack Skellington), chocolate dipped and topped pretzels and marshmallows, among other types of caramel and chocolate dipped candy  Helping guests meet their needs and wants in the different stores and around the parks  Helping at the cash registers, floor stock, and various assignments at the clothing and food stores Show less



Cuesta College

• United States
• Higher Education
• 300 - 400 Employee

• Admissions and Records Assistant

  • Jun 2007 - May 2011

   Office clerk  Answering phones, entering Student Educational Plans into the system, scheduling appointments, application and other data entry into Banner (school system), and lending a helping hand to students in need  Office clerk  Answering phones, entering Student Educational Plans into the system, scheduling appointments, application and other data entry into Banner (school system), and lending a helping hand to students in need