Deborah Riley
Rockford,Illinois
Summary
The “Swiss Army” knife your company didn’t know it needed. Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
22
22
years of professional experience
Work History
Accounts Receivable
PRAIRIE FARMS
04.2024 - 08.2024
- Manually processed cash receipts daily for hundreds of accounts per day
- Researched and solved payment misapplications
- Performed collection duties
- Assisted in monthly price changes on price decks
- Assisted in weekly and monthly billing, account maintenance, account setup, billing issues, balancing G/L’s, audited accounts and bank statements, researched corporate bank deposits for accuracy
VP of Client Relations
STILLWATER FINANCIAL, LLC
03.2018 - 10.2023
- Continuous service to over 200 investment clients which includes new accounts, distributions, deposits, address changes, beneficiary changes/updates, Required Minimum Distributions
- Schedule coordination for multiple advisors at different locations
- Guide clients in the gathering of information, such as investment account records, income tax returns, life and disability insurance records, pension plans, or wills
- Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing and event security
- Developed and executed targeted business development initiatives, leading to an expansion of the company''s client base.
Chief Compliance Officer
Pathfinder Wealth Management, Inc
06.2002 - 10.2017
- On-going attention to state/federal registration and regular filing deadlines
- Continuous service to over 400 investment clients which includes new accounts, distributions, deposits, address changes, beneficiary changes/updates, Required Minimum Distributions
- Schedule management for multiple advisors
- Review and analyze new, proposed, or revised laws, regulations, policies, and procedures to interpret their meaning and determine their impact
- Implement financial planning recommendations or refer clients to someone who can assist them with plan implementation
- Explain and document for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor
- Guide clients in the gathering of information, such as investment account records, income tax returns, life and disability insurance records, pension plans, or wills
- Coordinated seminars or workshops on financial planning topics, such as retirement planning, estate planning, tax savings
- Coordinate services for events, such as accommodation and transportation for participants, facilities, catering, signage, displays, special needs requirements, printing and event security
Education
MA - Organizational Management
University of Phoenix
Online06.2002
BA - English/Communications
Trinity International University
Deerfield, IL08.1999
Skills
- Problem-Solving
- Director
- Organizational Development
- Corporate Communications
- Scheduling
- Business Administration
- Procedure Implementation
- Policies and Procedures
- Planning and coordination
- Investigations skills
- Document Review
Affiliations
- Eskie Rescuers United American Eskimo Dog Rescue
Additional Information
Property & Casualty insurance producer licenses - 2018
Life & Health insurance producer licenses- 2017
Timeline
Accounts Receivable
PRAIRIE FARMS
04.2024 - 08.2024
VP of Client Relations
STILLWATER FINANCIAL, LLC
03.2018 - 10.2023
Chief Compliance Officer
Pathfinder Wealth Management, Inc
06.2002 - 10.2017
BA - English/Communications
Trinity International University
MA - Organizational Management
University of Phoenix
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