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Patti Mauldin
Director of Client Service at Edison Wealth Strategies
Seasoned professional with 21 years of experience in office management, customer support, and bookkeeping.
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Location
Tulsa, Oklahoma, United States, US
Skills
- Office Management
- Document Management
- Microsoft Office
- Customer Support
- Bookkeeping
- Show all
Bio
Generated by
Topline AI
Patti Mauldin is a seasoned professional with 21 years of experience in various roles, including Office Management, Customer Support, and Bookkeeping. She holds a degree in Theology and has worked in industries such as finance and wellness. Mauldin is skilled in Microsoft Office, Quickbooks, and Adobe Acrobat, and has experience in report preparation, file management, and technical documentation.
As a Director of Client Service at Edison Wealth Strategies, Mauldin has honed her skills in office management, customer support, and bookkeeping. Her experience in Quickbooks and financial management has made her an asset to the company.
Mauldin's background in natural health and wellness has also given her a unique perspective on the importance of customer support and technical documentation.
In addition to her technical skills, Mauldin is a certified natural health professional with 21 years of experience in the field.
Experience
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United States
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Financial Services
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1 - 100 Employee
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Director of Client Service
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Sep 2023 - Present
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Director of Service & Operations
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Nov 2022 - Apr 2024
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Director Of Operations
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Feb 2022 - Nov 2022
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Natural Path Wellness
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Owasso, OK
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Owner
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2003 - Present
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Owasso, OK
Certified Natural Health Professional, Natural Health Consultant, Herbalist, Zyto Biocommunication Specialist
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Brock and Associates, a branch of Amerprise Financial
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Tulsa, Oklahoma Area
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Client Service Associate
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May 2017 - Feb 2022
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Tulsa, Oklahoma Area
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Integrated Financial
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Tulsa, OK
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Administrative Assistant
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Jan 2015 - May 2017
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Tulsa, OK
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Enviro-Tec America, Inc.
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Tulsa, OK
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Administrative Assistant
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Feb 2013 - Jan 2015
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Tulsa, OK
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Education
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2007 - 2008Certified Natural Health Professionals
CNHP, Alternative Health -
2000 - 2003
Christian Life School of Theology
Associate Degree, Theology -
1973 - 1974
Oklahoma State University
Education
Suggested Services
This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection
Industry Focus. “Health, Wellness and Fitness”
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