Experience

Scheeler Financial Group

• United States
• Financial Services
• 1 - 100 Employee

• Director of Client Services

  • May 2019 - Present

  Securities offered through LPL Financial, Member FINRA/SIPC. For hyperlinks to FINRA and SIPC, please refer to the ‘Contact Info’ section above. Investment Advice offered through Private Advisor Group, a registered investment advisor. Private Advisor Group and Scheeler Financial Group are separate entities from LPL Financial. The financial professionals associated with LPL Financial may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state. Third-party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.



Northwestern Mutual

• United States
• Financial Services
• 700 & Above Employee

• Financial Planning Assistant

  • May 2019 - May 2019



Royal United Mortgage LLC

• United States
• Financial Services
• 200 - 300 Employee

• Licensed Loan Advisor

  • Jun 2017 - Jul 2018

  - Licensed in 6 states to originate loans/mortgages - Assist new clients through the refinance process requiring open and active communication for extended periods of time - Thoroughly understand Laws/Regulations surrounding the mortgage industry to remain compliant with government standards - Review client personal documentation to qualify for a mortgage - Work with multiple computer programs to price loans, build loan applications, and prepare files to be submitted to a processor



Towne Park

• United States
• Hospitality
• 700 & Above Employee

• Guest Service Captain/Coordinator

  • Sep 2014 - May 2017

  - Greet guests as they pull into the hotel driveway and offer services provided by the hotel. - Ensure that the guest has a welcoming and enjoyable stay at the hotel and help with any need they might have - Other duties include dealing with customer complaints, filing any necessary paperwork dealing with claims, and ensuring service standards are met and exceeded. - Greet guests as they pull into the hotel driveway and offer services provided by the hotel. - Ensure that the guest has a welcoming and enjoyable stay at the hotel and help with any need they might have - Other duties include dealing with customer complaints, filing any necessary paperwork dealing with claims, and ensuring service standards are met and exceeded.



Vector Marketing

• United States
• Manufacturing
• 700 & Above Employee

• Sales Representative

  • Jun 2013 - Aug 2014

  Gave in-home presentations of company product. Required setting up appointments through a referral base (networking). Served as representation of the company through the highest quality of customer service Gave in-home presentations of company product. Required setting up appointments through a referral base (networking). Served as representation of the company through the highest quality of customer service