Planmember Financial Corporation
Operations Lead - Transfers In
Cetera Advisor Networks Llc Feb 2017 - May 2017
Registered Administrative Assistant
Santa Barbara Coastal Advisors 2014 - May 2017
Operations
Cetera Advisor Networks Llc 2008 - Feb 2017
Administrative Assistant
Krebs-Stoudt Insurance and Annuity Agency 2001 - 2008
Office Manager
Skills:
Powerpoint Public Speaking Microsoft Excel Customer Service Microsoft Office Microsoft Word Income Protection Gap Analysis Life Insurance Long Term Care Fixed Annuities Retirement Planning Variable Annuities Equity Indexed Annuities
Certifications:
Series 6 Series 63 California Department of Insurance, License California Insurance License #0K72998 Financial Industry Regulatory Authority (Finra) License California Insurance License #0K72998