Lisa Meline

Operations Manager at PrairieFire Wealth Planning
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Contact Information
us****@****om
(386) 825-5501
Location
West Des Moines, US

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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Operations Manager
      • Aug 2019 - Present

      West Des Moines, Iowa

    • Operations Manager
      • Aug 2019 - Present

    • Advertising Executive
      • Sep 2011 - Oct 2012

      Des Moines, IA

    • United States
    • Insurance
    • 200 - 300 Employee
    • Commissions Service Tech
      • 2011 - Oct 2012

      West Des Moines, IA Project manager responsible that created a debt restitution system for $13M in delinquincies. Liason between agents and company with all aspects of commission receipts and payments.

    • United States
    • Real Estate
    • 500 - 600 Employee
    • Realtor
      • 2008 - 2010

      West Des Moines, Iowa Created business assisting buyers and sellers with real estate transactions. Prospected for new clients via networking, direct mail and targeted marketing.

    • United States
    • Financial Services
    • 700 & Above Employee
    • Registered Sales Assistant
      • 2000 - 2009

      Des Moines, Iowa Area Practice manager for a million dollar financial advisory practice. Oversaw the service functions of a rapidly growing, high paced business. Interfaced with clients on service needs, trading requests, asset allocation reviews and business development.

    • Sales Assistant
      • 1990 - 2000

Education

  • American Institute of Business
    Associate's of Business, Business Administration and Management, General
    1988 - 1990

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