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Sue Jacobson is a seasoned professional with 24 years of experience in various roles, including Notary Public, Marketing Coordinator, Executive Assistant, Office Manager, and Financial Paraplanner. She has worked in industries such as finance, marketing, and tourism, and has a strong background in business travel and event planning. She has a strong educational foundation, with a degree from the University of Minnesota, College for Financial Planning - Denver, CO, and a professional certification as a Financial Paraplanner.

Experience

    • Owner
      • Jan 2000 - Present
      • Roseville, Minnesota

      My company provides Notary Public services to companies and individuals, with a concentration on assisting people in nursing homes who have difficulty getting to a Notary.

    • Notary Public Services
      • 1995 - Present
      • Roseville, MN

      Providing Notary Public services, including nursing home patients.

  • Carlson Companies
    • Plymouth, MN
    • Marketing Coordinator
      • Oct 1995 - Apr 2008
      • Plymouth, MN

      Since retirement, I've retained my Notary Public license and do private work for individuals, including assisting home-bound or nursing home patients, on a part-time basis.

  • Carlson Marketing
    • Plymouth, MN
    • Executive Assistant
      • Oct 1995 - May 1998
      • Plymouth, MN
  • McAlmont Investment Company
    • Plymouth, Minnesota
    • Office Manager/Principal
      • Oct 1985 - Oct 1995
      • Plymouth, Minnesota

      LLC Broker/Dealer, accessing stocks, bonds,limited partnership, mutual funds. I did all accounting for clients portfolios, as well as the company's books. I made trades on the NYSE, as well as all reporting to NASD & SEC on a monthly basis.While the president was on sick leave, I was ac...

  • Planners Financial Services, Inc
    • Bloomington, Minnesota and satelite offices in ...
    • Office Manager/Registered Representative
      • Oct 1975 - Oct 1985
      • Bloomington, Minnesota and satelite offices in ...

      I was office manager for 3 + years, then promoted to account executive and due diligence officer. In 1986 I began matriculating through the CFA program at the College For Financial Planning in Denver, Colorado. There was an interest in starting a "para professional" for financial advi...

    • Office Manager/Registered Representative
      • 1975 - 1985
      • Bloomington, MN

Education

  • 1982 - 1986
    University of Minnesota, College for Financial Planning - Denver, CO
  • 1978 - 1982
    University of Minnesota; College for Financial Planning - Denver, CO
  • University of Minnesota-Twin Cities

Suggested Services

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

Industry Focus. “Finance”

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