Experience

Haas & Wilkerson Insurance
• United States
• Insurance
• 1 - 100 Employee
• Staff Accountant

  • Nov 2022 - Present

Creative Planning
• United States
• Financial Services
• 700 & Above Employee
• Accounting Assistant Manager

  • Jul 2022 - Nov 2022
• Accounting & Operations Specialist

  • Jul 2019 - Jul 2022

• Support Coordinator

  • Sep 2014 - Jul 2019

  Serves as a member of the Admin Services team with the primary purpose to perform various administrative duties and support functions. Provides back-end support, content management, and basic development of the agency intranet, and coordinates with IT to provide support for other business services platforms. Also responsible for processing of all incoming and outgoing agency mail including sorting, delivery, posting, and scanning. Occasionally provides staff training in both large group and one-on-one settings. Show less

• Administrative Assistant

  • Mar 2009 - Sep 2014

  Responsible for numerous administrative tasks including scanning and filing documents for paperless document management, generating mailings, managing company intranet, creating/editing spreadsheets, writing procedures, answering phones, and greeting visitors. Often working independently, performing tasks across all departments. Occasional work with sensitive and confidential materials.



Blues To Bach Music

• Retail
• 1 - 100 Employee

• Private Instructor

  • Jul 2006 - Jun 2008

  Taught beginning and intermediate lessons on clarinet and saxophone. Most students are between the ages of ten and eighteen, though I have taught a few adult beginners. Taught beginning and intermediate lessons on clarinet and saxophone. Most students are between the ages of ten and eighteen, though I have taught a few adult beginners.