Bio
Experience
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Frontier Farm Credit
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Marysville
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Insurance Officer
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Dec 2016 - Present
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Marysville
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First Commerce Bank
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Marysville, Kansas
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Customer Service Representative
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Oct 2013 - Dec 2016
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Marysville, Kansas
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American Century Investments
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Kansas City, MO
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Lead Investment Specialist
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2008 - 2013
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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
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Ameriprise Financial Services, Inc.
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Troy, MI
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Personal Financial Advisor
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2008 - 2008
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Troy, MI
Responsibilities include marketing, sales, creating comprehensive financial planning, and helping clients do better for themselves overall financially
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The Bennington State Bank
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Salina, KS
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Customer Service Representative
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2006 - 2007
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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
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Advantage Trust Company
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Salina, KS
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Assistant Trust Administrator
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2005 - 2006
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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
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Education
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2001 - 2005Kansas Wesleyan University
Bachelor of Arts (B.A.), Business Administration and Accounting -
1997 - 2001Salina High School South
Suggested Services
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References
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