Summary
Overview
Work History
Education
Skills
Websites
Accomplishments
Certification
Timeline
Generic

Marilyn Mathisen

Financial Professional
Auburn,WA

Summary

Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.

Overview

11
11
years of professional experience
1
1
Certification

Work History

Financial Producer

World Financial Group Wfg
Auburn, Washington
03.2021 - Current
  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
  • Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
  • Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
  • Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
  • Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.

Driver

DoorDash
Issaquah, WA
08.2018 - Current
  • Delivered goods and products to customer on time and in excellent condition.
  • Cleaned and maintained vehicle and assessed vehicle for damage after each shift.
  • Completed routine pre- and post-trip inspections to evaluate vehicles and assess maintenance needs.
  • Achieved consistent safety targets by adjusting driving to different road and traffic conditions, balancing loads and avoiding dangerous driving actions.
  • Coordinated efficient routes to avoid delays and optimize schedules.
  • Planned and adjusted optimal routes based on traffic and weather conditions.
  • Upheld high standards of professionalism and discretion when working with high-value clients.

Certified Nursing Assistant

Harborview Medical Center
Seattle, WA
12.2020 - 03.2021
  • Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
  • Promoted good oral and personal hygiene by aiding patients with shaving, bathing and teeth brushing.
  • Checked patient vitals such as temperature, blood pressure and blood sugar levels.
  • Assisted with feeding and monitored intake to help patients achieve nutritional objectives.
  • Evaluated patients to identify and address wounds, behavioral concerns and medically relevant symptoms.
  • Offered immediate assistance in emergency and routine paging situations to evaluate needs and deliver care.
  • Oversaw and maintained patients' rooms, group living areas and nurse stations.

Certified Nursing Assistant

Madison House
Kirkland, WA
11.2019 - 11.2020
  • Answered call lights and supported patient comfort and safety by adjusting bed rails and equipment.
  • Promoted good oral and personal hygiene by aiding patients with shaving, bathing and teeth brushing.
  • Checked patient vitals such as temperature, blood pressure and blood sugar levels.
  • Assisted with feeding and monitored intake to help patients achieve nutritional objectives.

Office Assistant Lead Worker

Highline College
Des Moines, WA
01.2015 - 09.2019
  • Completed clerical tasks such as filing, copying and distributing mail.
  • Welcomed office visitors and alerted staff to arrivals of scheduled appointments.
  • Executed record filing system to improve document organization and management.
  • Interacted with customers by phone, email or in-person to provide information.
  • Developed correspondence letters, memos and emails.
  • Verified accuracy of business records by consistently updating customer information.
  • Processed invoices and expenses using QuickBooks to facilitate on-time payment.
  • Produced high-quality documents, spreadsheets and presentations for internal and customer-facing needs.
  • Coordinated, scheduled and arranged business meetings and travel calendars.
  • Maintained staff directory and company policy handbook for human resources department.
  • Drafted common document templates for use by executives and employees.

Education

Business Administration Minor - Business Administration

Northwest University
Kirkland, WA
06.2020

Associate of Science - Nursing

Highline College
Des Moines
06.2019

Skills

  • Investment Performance Reporting
  • Cash Management Strategies
  • Certified Financial Planner
  • Critical Thinking
  • Financials Analysis
  • Service-Oriented
  • Salesforce
  • Client Interviews
  • Client Recruiting and Retention
  • Financial Plan Development

Accomplishments

  • Collaborated with team of 10 in the development of Highline college student orientation
  • Achieved honors and completed 5 different high achievement scholastic honors projects in 5 different denominations of classes at Highline College
  • Achieved overdue certifications and grading student work in the CNA program for the instructor at Highline College.
  • Collaborated improvements on a powerpoint presentation with the senior marketing directors and chief executive officer at world financial group to deliver a better first experience for prospects

Certification

  • CNA - Certified Nurse Assistant
  • Certified Life/disability and Health Insurance Producer, World Financial Group - December 2021

Timeline

Financial Producer

World Financial Group Wfg
03.2021 - Current

Certified Nursing Assistant

Harborview Medical Center
12.2020 - 03.2021

Certified Nursing Assistant

Madison House
11.2019 - 11.2020

Driver

DoorDash
08.2018 - Current

Office Assistant Lead Worker

Highline College
01.2015 - 09.2019

Business Administration Minor - Business Administration

Northwest University

Associate of Science - Nursing

Highline College

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Marilyn MathisenFinancial Professional