Georgia Wallace, CLF®
Director of Operations & Client Services at Meehan Capital Advisors- Claim this Profile
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Bio
Karissa Stephens
Georgia has a light about her that warms up a room. Not only was she personable, but consistently driven to be the best professional she could be. Whether that meant continuous training, motivation to be licensed, reading a new book, or involving herself in a new club/organization, she always has the need to constantly learn & grow. Georgia is highly involved in her community. She takes community relations to a different level. Her community knows her well and she takes the time to make everyone feel special. She is compassionate, kind, and puts others needs before her own. She will be an amazing addition to any team. She was an absolute pleasure to work with and made my career that much more enjoyable!
Karissa Stephens
Georgia has a light about her that warms up a room. Not only was she personable, but consistently driven to be the best professional she could be. Whether that meant continuous training, motivation to be licensed, reading a new book, or involving herself in a new club/organization, she always has the need to constantly learn & grow. Georgia is highly involved in her community. She takes community relations to a different level. Her community knows her well and she takes the time to make everyone feel special. She is compassionate, kind, and puts others needs before her own. She will be an amazing addition to any team. She was an absolute pleasure to work with and made my career that much more enjoyable!
Karissa Stephens
Georgia has a light about her that warms up a room. Not only was she personable, but consistently driven to be the best professional she could be. Whether that meant continuous training, motivation to be licensed, reading a new book, or involving herself in a new club/organization, she always has the need to constantly learn & grow. Georgia is highly involved in her community. She takes community relations to a different level. Her community knows her well and she takes the time to make everyone feel special. She is compassionate, kind, and puts others needs before her own. She will be an amazing addition to any team. She was an absolute pleasure to work with and made my career that much more enjoyable!
Karissa Stephens
Georgia has a light about her that warms up a room. Not only was she personable, but consistently driven to be the best professional she could be. Whether that meant continuous training, motivation to be licensed, reading a new book, or involving herself in a new club/organization, she always has the need to constantly learn & grow. Georgia is highly involved in her community. She takes community relations to a different level. Her community knows her well and she takes the time to make everyone feel special. She is compassionate, kind, and puts others needs before her own. She will be an amazing addition to any team. She was an absolute pleasure to work with and made my career that much more enjoyable!
Credentials
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FINRA Representative Securities License
FINRAOct, 2023- Oct, 2024 -
AFIP
Association of Finance & Insurance ProfessionalsApr, 2017- Oct, 2024 -
Producer - Life & Health
Idaho Department of InsuranceMay, 2014- Oct, 2024
Experience
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Meehan Capital Advisors
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United States
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Financial Services
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1 - 100 Employee
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Director of Operations & Client Services
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Dec 2021 - Present
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Northwestern Mutual
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United States
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Financial Services
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700 & Above Employee
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Executive Assistant to Joey Meehan, CLU®, CFP®, RICP®
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Jan 2018 - Dec 2021
My role on Joey's team is to be the protector of his calendar, the architect of the client experience, and to be the culture captain of our Coeur d'Alene office. My goal is to ensure our clients feel like they have a friend and ally in their corner when it comes to their financial security, so they can share their excitement with us when something great happens or when they hit a financial goal, but also so they know they can call us first when the unexpected strikes. My role on Joey's team is to be the protector of his calendar, the architect of the client experience, and to be the culture captain of our Coeur d'Alene office. My goal is to ensure our clients feel like they have a friend and ally in their corner when it comes to their financial security, so they can share their excitement with us when something great happens or when they hit a financial goal, but also so they know they can call us first when the unexpected strikes.
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Recruiter, Severs Financial District
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Jun 2015 - Nov 2016
My mission as recruiter was to help everyone I interacted with identify and pursue their unique definition of success. On a daily basis, I met with potential financial representatives, talked with students and professionals on the importance of identifying personal core values and a mission, or was out being a servant to my community.This role inspired frequent moments of perseverance and personal growth. As recruiter, I helped people learn more about how a career as a Northwestern Mutual representative can provide the rewards and opportunities of self-employment - flexibility, virtually unlimited earning potential, and having a true and meaningful impact on people’s lives. I was responsible for prospecting and selecting North Idaho's highest quality candidates who were big thinkers, had an entrepreneurial spirit, and were self-motivated. The financial representative career allows for a flexible schedule, highly competitive compensation, and “be-your-own-boss” independence. Here's a link to Northwestern Mutual's "Day in the Life" video:https://www.youtube.com/watch?v=on42ybeMwwA&list=PLAFDBB5184E6F3603&index=4 Show less
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Executive Assistant to Joey Meehan, CLU®
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Apr 2014 - May 2015
www.thomasmeehan.nm.com
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Dave Smith Motors
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United States
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Motor Vehicle Manufacturing
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100 - 200 Employee
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Assistant to Eric Smith, General Manager
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Jul 2008 - Dec 2013
I was hired as a receptionist in 2008. Over the years I moved departments a few times and learned how other departments within the company functioned, which enabled me to be a great resource for customers and other employees. My latest job was to help the rebate administrator deliver vehicles in GM and Chrysler's systems promptly and accurately. This position also included helping the GM with multiple tasks and ensuring that customers had a great experience while visiting our dealership. At Dave Smith Motors I discovered the importance of customer service, learned how to multitask in a high energy environment, and gained experience in programs such as ADP, Advent, and Microsoft Excel. I also learned volumes about professionalism, teamwork, and how to take charge where needed. Prior Positions: Contract Administrator: March 2013 to June 2013 Pre-Delivery Inspection Manager: December 2012 to March 2013 Reception/Assistant to GM: July 2008 to December 2012 Show less
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Education
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2019 - 2022
The American College of Financial Services
Chartered Leadership Fellow, Organizational Leadership -
2013 - 2015
Lewis-Clark State College
Bachelor of Business Administration (BBA), Minor in Marketing -
2010 - 2013
North Idaho College
Associates of Science, Business Administration -
2006 - 2010
Wallace High School
Community
