Summary
Overview
Work History
Education
Skills
Timeline
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ALLY MULLENBACH

Box Elder,SD

Summary

Versatile Paraplanner bringing knowledge and passion in financial planning, regulatory requirements and industry best practices. Highly effective at resolving customer issues. Familiar with diverse financial products and skilled at applying range of knowledge on daily basis. Possessing the SIE and actively pursuing the Series 66.

Overview

6
6
years of professional experience

Work History

Paraplanner

Legacy Financial Partners
07.2023 - Current
  • Completed and delivered 145 financial plans for clients to achieve short and long-term goals.
  • Supported advisors in conducting client meetings, ensuring a smooth flow of information and effective collaboration.
  • Improved overall office productivity through the implementation of organizational systems and best practices. From this we were able to achieve and maintain 80% contacts by household, which was previously at 66%.
  • Provided exceptional customer service, promptly addressing inquiries and resolving issues related to accounts, transactions, or investments.
  • Managed day-to-day administrative tasks such as preparing reports, updating client records, scheduling appointments, and coordinating events for the advisory team.
  • Facilitated new client onboarding process and investment account setup.

Bank Teller Intern

First Citizen Bank
05.2022 - 08.2022
  • Maintained and balanced cash drawers, reconciling discrepancies
  • Assisted customers with processing transactions and resolving complaints
  • Upheld confidentiality guidelines as per bank policy
  • Delivered exceptional service with friendly approach to retain and acquire customers
  • Used active listening to establish trust, optimize sales opportunities and generate leads.

Assistant

Animal Health Care Clinic
10.2018 - 08.2021
  • Greeted clients, assisting operations by performing entrance interview tasks to determine needs
  • Managed phone calls from clients during executives' absences and delivered informative answers to questions
  • Scheduled appointments, answered phones, and processed customer payments to boost office efficiency
  • Documented patient information with precision to maintain records accuracy


Education

Bachelor of Science - Agricultural Business

South Dakota State University
Brookings, SD

High School Diploma -

Osage High School
Osage, IA

Skills

  • Strong Verbal Communication
  • Asset Allocation Techniques
  • Customer Service
  • Compliance Knowledge
  • Financial Planning
  • Relationship Management
  • Risk Assessment
  • Proficient on MS Office (Word, Excel, PowerPoint) Outlook
  • Creative and Problem Solver
  • Excellent Attention to Detail
  • Working Collaboratively

Timeline

Paraplanner

Legacy Financial Partners
07.2023 - Current

Bank Teller Intern

First Citizen Bank
05.2022 - 08.2022

Assistant

Animal Health Care Clinic
10.2018 - 08.2021

Bachelor of Science - Agricultural Business

South Dakota State University

High School Diploma -

Osage High School

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ALLY MULLENBACH