Magicalwork Boutique & Artisan Gifts
Owner
Iwm Jan 1995 - Oct 2010
Office Managemt
Iwm Summit Sagemark Lincoln Cigna Jan 1995 - Oct 2010
Financial Planning Coordinator
Wertheim Schroder 1980 - 1995
Administrator - Sales Assistant
Janney Montgomery 1980 - 1995
Administrative - Municipal Bond Liaison
Education:
College For Financial Planning 2003 - 2008
College For Financial Planning 2000 - 2000
Skills:
Entrepreneurship Finance Estate Planning Insurance Strategic Financial Planning Disability Insurance Long Term Care Sales Time Management Life Insurance Small Business Retirement Planning Financial Services Personal Finance Customer Service Financial Planning Strategic Planning Management
Interests:
Social Services Children Civil Rights and Social Action Environment Disaster and Humanitarian Relief Human Rights Animal Welfare Arts and Culture
Languages:
English
Certifications:
Nj Department of Banking & Insurance - Real Estate Commission Independent Nj Public Notary College For Financial Planning New Jersey Licensed Insurance Agent Notary Public Certified Financial Para-Planner
Office Administrator At Integrated Wealth Management
Oct 2010 to 2000 Freelance/Consulting multiple areas of businessIntegrated Wealth Management Piscataway, NJ Jan 1995 to Oct 2010 Office Manager/ Senior Executive AssistantWertheim Schroder & Co., Inc New York, NY Jul 1989 to Jan 1995 Executive Assistant to Senior Vice President
Education:
College for Financial Planning Denver, CO 2000 to 2006 Insurance
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