Experience

The Retirement Planners

• United States
• Financial Services
• 1 - 100 Employee

• Brokers Assistant

  • Apr 2018 - Jul 2019

  Pensacola, Florida Area Prepared billing invoices for over two hundred financial client investment holders. Printed various client account statements and generated labels for bulk mailing invoices to be sent. Checked client financial money accounts to ensure efficient funds were available for office fees to be deducted. Completed client account holder combined fees rates. Transferred client requests for money withdrawals from their accounts. Prepared financial spreadsheet for client’s accounts. Scheduled client… Show more Prepared billing invoices for over two hundred financial client investment holders. Printed various client account statements and generated labels for bulk mailing invoices to be sent. Checked client financial money accounts to ensure efficient funds were available for office fees to be deducted. Completed client account holder combined fees rates. Transferred client requests for money withdrawals from their accounts. Prepared financial spreadsheet for client’s accounts. Scheduled client calls for appointments with financial advisors. Helped interview employees for hire. Notarized needed documents for clients and staff. Maintained current running excel tally list for all client open and closed accounts, and client profiles. Logged all incoming and outgoing client correspondence. Submitted various documents to compliance advisor websites for approval. Downloaded quarterly statements for all financial accounts. Processed and uploaded material to a shared drive compliance database. Maintained monthly excel spreadsheet of all broker dealer financial companies contact information, office passcodes and security questions. Ensured that proper billing accounts were prepared for office renewals. Ensured compliance requirements for Florida office were current. Liaison for utility companies, phone records, equipment, and office orders. Tracked sales data, maintained inventory and prepared reports. Ordered office supplies and handled reimbursements of purchases. Managed marketing requirements by developing office newsletters and calendars for clients and prospects. Created office stationary work: invitations, postcards, flyers, business cards and pens. Maintained company three social media networks with daily posts. Posted The Retirement Planners Blab TV show dates, times, and channels for viewers to watch. Show less



Escambia County Sheriff

• IT Services and IT Consulting
• 100 - 200 Employee

• Correction/Law Enforcement

  • Jun 2003 - Jan 2018

  Pensacola, Florida Area Supervised inmates within the correctional facility, ensuring care, custody, and control of inmates and their movement. Proficient in contraband searches and inspections; with a keen ability to observe inmate’s demeanor to determine their mental state and possible need for treatment. Conducted NCIC fingerprinting analysis and reviewed logs and reports for all incoming inmates. Counseled inmates. Inspected facility to prevent escapes and maintained order. Conducted periodic fire and… Show more Supervised inmates within the correctional facility, ensuring care, custody, and control of inmates and their movement. Proficient in contraband searches and inspections; with a keen ability to observe inmate’s demeanor to determine their mental state and possible need for treatment. Conducted NCIC fingerprinting analysis and reviewed logs and reports for all incoming inmates. Counseled inmates. Inspected facility to prevent escapes and maintained order. Conducted periodic fire and emergency drills for evacuations. Inspected the cleanliness of facility to meet requirements of state and local officials. Issued inmates supplies, distributed and collect mail and conducted inmate transports. Supervised meals, cleaned dorms, secured inmates property, assigned cells, completed activity logs and reports, and operated radio and switchboard. ESCAMBIA COUNTY SHERIFF Therapeutic Program Detention Officer Provided counseling and security to inmates with drug addictions and stimulant use. Helped inmates to cope with past conditions and rebuild their self-esteem. Helped inmates train for job skills for employment. Provided services to motivate and influence people. Thorough knowledge of the principles and practices of therapeutic recreations. Coordinated instructional athletic programs and scheduled activities. Show less



Pensacola State College

• United States
• Higher Education
• 700 & Above Employee

• Administrative Assistant

  • Jun 2000 - Jul 2004

  Pensacola, Florida Area Impeccable knowledge in developing procedures to improve information essential to managing daily office functions. Supervised and evaluated clerical personnel. Ensured that staff members complied with policies and procedures. Prepared $180,000/year grants and budget amendments, payroll and annual salaries. Consolidated annual budget proposals and prepared forecasts based on the reconciliation of expenditures. Clerical duties included, travel coordination, records management, supply and… Show more Impeccable knowledge in developing procedures to improve information essential to managing daily office functions. Supervised and evaluated clerical personnel. Ensured that staff members complied with policies and procedures. Prepared $180,000/year grants and budget amendments, payroll and annual salaries. Consolidated annual budget proposals and prepared forecasts based on the reconciliation of expenditures. Clerical duties included, travel coordination, records management, supply and inventory management. Performed duties as GED test analyst. Interview committee representative of Employer board. Show less