Experience

Petersen Hastings

• United States
• Financial Services
• 1 - 100 Employee

• Portfolio Analyst

  • Sep 2022 - Present

  Kennewick, Washington, United States

• Client Service Specialist

  • Jun 2022 - Sep 2022

  Kennewick, Washington, United States



Northwest Financial Group, LLC

• United States
• Financial Services
• 1 - 100 Employee

• Financial Services Coordinator

  • Mar 2021 - May 2022

  Corvallis, Oregon, United States • Responsible for processes including opening IRA and Non-IRA accounts, financial reporting, and client-facing presentations • Responsible for buying and selling financial assets including common stocks, mutual funds, bonds, UITs, REITs, and annuities for senior advisors • Responsible for move-money transactions including ACH, journal, and account transfers • Managed an internal portfolio rebalancing system for high-volume securities trading



BLAIR TRUCKING LLC

• United States
• Machinery Manufacturing

• Office Admin

  • May 2019 - Dec 2020

  Pasco, Washington, United States • Bookkeeping tasks such as payroll, invoicing, and data entry • Ad hoc reporting in Excel • Organized and maintained all filing systems



George Fox University

• United States
• Higher Education
• 700 & Above Employee

• Student Athlete

  • Aug 2018 - Dec 2020

  Newberg, Oregon, United States