EDUCATION:
Southeastern Louisiana University
Bachelor of Arts - General Business with minor in Management; May 2000
Bachelor of Arts  *  Management; December 2000
Bachelor of Science  *  Finance; December 2000

SKILLS AND QUALIFICATIONS:
Active La Insurance License, former Series 7
Proficient in WordPerfect, Microsoft Office (Word, Excel, Access, PowerPoint,
Publisher), Lotus 123, QuatroPro, Corel Presentations, Lotus Notes
Learn quickly, able to adapt to new situations, meet deadlines, works well under
pressure.
Excellent interpersonal skills; strong focus on teamwork; flexible and adaptable
to new situations
Skilled in organizing work and creatively resolving problems.
Effective communication, writing, multimedia presentation and desktop publishing
skills.

WORK EXPERIENCE
Financial Planning Association of Baton Rouge
May 2006  *  Present
Chapter Administrator
Record, compile, transcribe, and distribute minutes from Board Meetings,
coordinated and organized records in order to aid members. Prepared Chapter
Reports for National Organization as well as seminar agendas, brochures,
invoices, reports, memos and letters using word processing, spreadsheet,
database, and/or presentation software. 

Brad Thibodaux & Associates
November 2007  *  May 2009
Individual Sales CSR 
Primary role is interaction with customers to provide information in response to
inquiries about products or services and to handle and resolve complaints,
responsible for customer service (Individual clients), rate quotes, renewal
information, assisted with Group client service as needed. Also provided data
entry, research and administrative support

Smith Barney
May 2006  *  May 2007
Registered CSR
Responsible for customer service, telephone, data entry, research and sales
support to four Financial Advisors. Provided account information, market quotes &
orders, placed market trades (including but not limited to stocks, mutual funds,
bonds, covered options), processed client paperwork and payments, ordered
Non-Residency Licenses as needed for each advisor.

Prepared reports, memos and letters using word processing, spreadsheet and
database software. Established new accounts and maintained files. Performed
administrative functions as well as resolved account problems.

Bourgeois, Kasturi & Associates
August 2002  *  May 2006
A Financial Advisory Branch of Ameriprise
Office Manager/Paraplanner
Managed senior financial planning practice, scheduled appointments and client
calls, research and sales support for multiple Financial Advisors. Streamlined,
managed workflow systems, ensured all registered staff licensing were kept
current, applied for Non-Residency Licenses as needed for Registered Staff,
trained staff on MS Office, financial planning software (AdvisorLink), business
processes, database and client service management.

Responsible for customer service, telephone, data entry, providing account
information, market quotes and Market orders (including but not limited to
stocks, mutual funds, bonds), client paperwork and payments as well as
administrative and marketing functions and resolving account problems. Prepared
reports, memos and letters using word processing, spreadsheet and database
software. Established New Accounts and Maintained files.