Lisa Meline
Operations Manager at PrairieFire Wealth Planning- Claim this Profile
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Bio
Experience
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PrairieFire Wealth Planning
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United States
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Financial Services
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1 - 100 Employee
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Operations Manager
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Aug 2019 - Present
West Des Moines, Iowa
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Operations Manager
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Aug 2019 - Present
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Advertising Executive
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Sep 2011 - Oct 2012
Des Moines, IA
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Midland National Life Insurance Company
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United States
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Insurance
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200 - 300 Employee
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Commissions Service Tech
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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.
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Iowa Realty
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United States
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Real Estate
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500 - 600 Employee
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Realtor
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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.
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Wells Fargo Advisors
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United States
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Financial Services
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700 & Above Employee
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Registered Sales Assistant
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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.
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Sales Assistant
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1990 - 2000
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Education
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American Institute of Business
Associate's of Business, Business Administration and Management, General