Katherine Ricks

Paraplanner at Wealth Mode Financial Planning
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Contact Information
us****@****om
(386) 825-5501
Location
Logan, US

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Bio

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Experience

  • Wealth Mode Financial Planning
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Mar 2022 - Present

  • Rent Dynamics
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Corporate Accountant
      • Apr 2021 - Apr 2022

      Logan, Utah, United States

    • Accounting Clerk
      • Nov 2020 - Apr 2021

  • Robert Half
    • Project Specialist
      • Oct 2018 - May 2019

      Salt Lake City, Utah, United States

  • American Family Insurance
    • United States
    • Insurance
    • 700 & Above Employee
    • Licensed Customer Service Representative
      • Jan 2006 - Feb 2010

      West Jordan, Utah As a licensed customer service representative I handled incoming customer requests regarding property and casualty insurance. I also handled billing questions, problems, and payments. I was responsible for the data entry of all new customers and new insurance policies. I was also licensed to sell insurance policies.

Education

  • Utah State University - Jon M. Huntsman School of Business
    Bachelor's degree, Accounting; Minor Personal Financial Planni
    2019 - 2020

Community

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