Madelyn Beek

Client Relationship Manager at NPF Investment Advisors
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Contact Information
us****@****om
(386) 825-5501
Location
Grand Rapids Metropolitan Area
Languages
  • English -
Skills

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Bio

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Credentials

  • ServSafe Alcohol Server Certification
    ServSafe Alcohol
    Aug, 2013
    - Oct, 2024
  • First Aid CPR AED
    American Heart Association
    Aug, 2013
    - Oct, 2024

Experience

  • NPF Investment Advisors
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Client Relationship Manager
      • Mar 2022 - Present
  • Brookstone Capital Management
    • United States
    • Investment Management
    • 1 - 100 Employee
    • Advisor Services Team Lead
      • Sep 2021 - Mar 2022
  • FormulaFolios
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Advisor Services Team Lead
      • Jun 2021 - Mar 2022

    • Advisor Support Specialist
      • May 2015 - Jun 2021

      • Advisor Support• Client Support• Computer Efficiency• Problem Solving• Multitask• Written and Verbal Communication• Liaison between advisors, clients and the investment custodians• Proper use of time management

    • Advisor Liaison
      • May 2015 - Jun 2021

  • Wedgwood Christian Services
    • United States
    • Individual and Family Services
    • 100 - 200 Employee
    • Disability Care Specialist
      • Jun 2014 - May 2015

      • Mentally and physically support the Autistic children in the program• Certified Medication Passing• Communicator between parents, doctors, case workers, etc.• Support clients in their growth • Daily Documentation of clients progress• Proper use of time management• Daily Activity Planning• Employee Trainer

    • Internship of Program Management
      • Sep 2014 - Apr 2015

      • Billing Documentation• Customer Billing• Customer interaction• In charge of Central Supply data entry and stock• Finance bookkeeping• Data Entry

  • Buffalo Wild Wings
    • United States
    • Restaurants
    • 700 & Above Employee
    • Server
      • Jan 2013 - Sep 2014

      • Customer Care • Team Player • Multitask • Customer Care • Team Player • Multitask

  • Hope Network
    • United States
    • Individual and Family Services
    • 700 & Above Employee
    • Residentail Instructor
      • Jun 2013 - Jun 2014

      • Client Care • Certified Medication Passing • Client Support: Mentally, Physically and Emotionally • Daily activity and event planning • Employee Trainer • Client Care • Certified Medication Passing • Client Support: Mentally, Physically and Emotionally • Daily activity and event planning • Employee Trainer

  • California Pizza Kitchen
    • United States
    • Restaurants
    • 700 & Above Employee
    • Server
      • Jul 2012 - Dec 2012

      • Customer Care • Team Player • Multitask • Customer Care • Team Player • Multitask

  • Curragh Irish Pub
    • United States
    • Real Estate
    • 1 - 100 Employee
    • Host/ Server
      • Aug 2010 - Jul 2012

      • Customer Care • Team Player • Multitask • Employee Trainer • Customer Care • Team Player • Multitask • Employee Trainer

Education

  • Grand Valley State University
    Bachelor's of Science, Liberal Studies: Leadership and Management within Societies
    2014 - 2015
  • Baker College of Muskegon
    Special Education Paraprofessional
    2013 - 2013
  • University of Wisconsin-Milwaukee
    Social Work
    2012 - 2012
  • Hope College
    Social Work
    2010 - 2012

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