Anita Lindholm
Saint Cloud,MN
Summary
Knowledgeable Practice Coordinator offering 7 years of experience working with highly sensitive and confidential information in a wealth management practice. Well-versed in retirement plans and working with compliance. Highly motivated and optimistic leader who is a self starter with excellent communication.
Overview
21
21
years of professional experience
Work History
Practice Coordinator
Jacobs Financial
St Cloud, MN
08.2014 - 08.2021
- Assisted with regulatory issues such as compliance.
- Provided supervision and guidance to team of support personnel.
- Worked with clients to effectively plan and coordinate logistics for special projects and events.
- Updated executives on changing business needs by thoroughly documenting internal and client meetings.
Sales & Management
D.J. Bitzan Jewelers
St Cloud, MN
01.2001 - 01.2015
- Mentored new hires, resulting in stronger staff development and increased productivity.
- Helped customers locate products and checked store system for merchandise to be ordered in.
- Engaged with customers to effectively build rapport and lasting relationships.
Education
Associate of Arts -
Central Lakes College
Brainerd, MNSkills
- Leadership/Management skills
- Onboarding, Training and Development
- Regulatory Compliance
- Benefits Administration
Accomplishments
Holds MN Life and Health Producer License
Timeline
Practice Coordinator
Jacobs Financial
08.2014 - 08.2021
Sales & Management
D.J. Bitzan Jewelers
01.2001 - 01.2015
Associate of Arts -
Central Lakes College