Experience

Capital Group Private Client Services

• United States
• Investment Management
• 100 - 200 Employee

• Senior Trust Administration Associate

  • Oct 2022 - Present

• Trust Administration Associate

  • Jan 2021 - Oct 2022

  As a Trust Administration Assistant, I am responsible for executing the investment of trust assets, communicating with fiduciaries and beneficiaries, reviewing operational procedures, and training new employees.



Eide Bailly LLP

• United States
• Accounting
• 700 & Above Employee

• Administrative Assistant

  • Nov 2018 - Jan 2021

  Reno, Nevada, United States As a CPA Administrative Assistance, I was responsible for managing and updating account data while evaluating the efficiencies and effectiveness of processes and procedures. I was also responsible for leading administrative communications to ensure all operational requests were promptly completed.



Ameriprise Financial Services, LLC

• United States
• Financial Services
• 700 & Above Employee

• Financial Planning Assistant

  • Oct 2014 - Nov 2018

  Evansville, Indiana Area



Combined Communications

• Supervisor

  • 2007 - Oct 2014

  Bowling Green, Kentucky, United States