Highly analytical operations professional with excellent interpersonal skills. Fast learning, great implementation, resourceful, and creative with a smile.

COMPANY	POSITION HELD	DATES WORKED
ePlanning, Inc.	(Confidential)	1/2000 - 4/2002

SCHOOL	MAJOR	YEAR	DEGREE
U.C. Davis	history	1997	Bachelor Degree

Highlights:

Trained staff and financial consultants on in house systems and Internet applications. Retirement Plan Specialist for staff and financial consultants. Administered Broker/Dealer Visio Pro Database

Companies I like:

Intel, Morgan Stanley, Bank of America, Wells Fargo

P&L responsibilities
Presentation
Technology Solutions
Sales Support
Leadership

• Business Development
• Operations

Analyzed Policies and Procedures for small Broker/Dealer. Processed all applications and executed trades through clearing firm. Created blotters and reconciliated trades through secondary software. Liaison to compliance, retirement plan specialist, CRD billing associate.