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Mary Benjamin-feldhausen is a seasoned finance professional with 20+ years of experience in insurance, investments, and financial services. She has held various roles, including Insurance Officer, Lead Investment Specialist, and Personal Financial Advisor. Mary holds a Bachelor of Arts degree in Business Administration and Accounting from Kansas Wesleyan University.

Experience

    • Insurance Officer
      • Dec 2016 - Present
      • Marysville

  • First Commerce Bank
    • Marysville, Kansas
    • Customer Service Representative
      • Oct 2013 - Dec 2016
      • Marysville, Kansas

    • Lead Investment Specialist
      • 2008 - 2013
      • Kansas City, MO

      Lead Investment Specialist-August 2009-2013• Responsibilities include assisting family members of shareholders through the crisis of their loved ones passing, ease stress during a difficult time, consolidate assets, and help educate on funds and accounts that their family member held. Also create and facilitate internal training of new hires to our department. Finally in charge of planning and running our department’s yearly recognition ceremony event. Prior position held as a Registered Investment Specialist-August 2008-August 2009• Responsibilities included daily customer service, transactions, online access, sales of new investment opportunities of our direct investors, and also backed up our brokerage department and serviced those clients

    • Personal Financial Advisor
      • 2008 - 2008
      • Troy, MI

      Responsibilities include marketing, sales, creating comprehensive financial planning, and helping clients do better for themselves overall financially

    • Customer Service Representative
      • 2006 - 2007
      • Salina, KS

      Responsibilities include engaging in daily customer service, balancing a cash drawer, balancing tax loan payments, opening and closing of new accounts, and opening and closing of the bank

    • Assistant Trust Administrator
      • 2005 - 2006
      • Salina, KS

      Responsibilities included account administration of Supplemental Needs Trusts, account and investment reviews, insurance, Medicare/Medicaid specialist, and updated and ran website for company

Education

  • 2001 - 2005
    Kansas Wesleyan University
    Bachelor of Arts (B.A.), Business Administration and Accounting
  • 1997 - 2001
    Salina High School South

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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