The Sawyer Group, Inc.
Financial Planning - Senior Paraplanner and Executive Assistant To the President
Akers Financial Group 2010 - 2013
Director of Operations
Raymond James 2004 - 2010
Operations Manager and Client Service
Wells Fargo 2000 - 2003
Senior Sales Associate
Aai Corporation 1999 - 2000
Accounts Receivable Supervisor
Skills:
Customer Service Asset Allocation Mutual Funds Management Fixed Annuities Equities Investments Manage Client Relationships Customer Satisfaction Customer Retention New Client Acquisitions Compliance Paraplanning Data Entry Opening New Accounts Account Management Electronic Funds Transfer Acats Crm Variable Annuities Indexed Annuities Reit Organizational Effectiveness Journal Entries Personal Financial Planning Public Speaking Leadership Securities Training Finance Strategic Planning Financial Services Marketing Portfolio Management Sales Small Business Marketing Working With Investors
Apr 2012 to 2000 Lead PhlebotomistJohn Hopkins Baltimore, MD May 2012 to Nov 2012 Laboratory TechnicianThe Baltimore Times Baltimore, MD Feb 2009 to Apr 2012 Sales RepresentativeAmerican Red Cross Baltimore, MD Mar 2005 to Feb 2009 Automated Collections TechAmerican Red Cross Baltimore, MD May 2003 to Mar 2005 Phlebotomist 11
Education:
Tesst College Medical Assistant Program, Certificate GPA 3.74, GPA 4.0 in Phlebotomy at sojourner Douglass College. Baltimore, MD 2000 to 2014 Registered Nurse ,Training attending Catonsville Comm Colllege in Medical Assistant Program, Nursing Assistant, Certified phlebotomy Technician