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I came to the U.S. alone at 18 with English as my second language - and built a career through grit, empathy and communication. Over 5+ years in financial services, I've handled sensitive client accounts, sales ops, and outbound prospecting. At Bankers Life, I became a top 3 rep and the only one consistently booking appointments door-to-door in the Arkansas heat, which I did not fold under pressure.

Now I'm pivoting into tech sales for the long haul. This is not a stepping stone - it's the craft I'm committed to mastering. I want to win, grow, and eventually mentor others breaking in from unconventional paths.

Knowledgeable Business Support Specialist bringing more than 16 years of experience in banking. Successful coordinating and processing physical and digital documents. Strengths include open communication, critical thinking and data analysis.

Results-driven professional with extensive experience at Timios, Inc., specializing in disbursement and fraud prevention. Demonstrated expertise in risk management and team leadership, significantly enhancing operational efficiency. Proficient in statistical analysis and account reconciliation, consistently delivering precise financial solutions while promoting collaboration across diverse teams.

 I am a detail-oriented collaborator with the ability to coordinate multiple projects and deadlines. A Certified Financial Planner practitioner since 2000, my mission is to help colleagues and clients articulate their goals and create strategies to achieve them effectively and efficiently. I seek the opportunity to utilize my analytical, communication, and organizational skills and apply over twenty-five years of industry experience in a financial services setting. 

Dawn Wheeler

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