Donna Lewis
Financial Services/Training And Education
Fair Oaks,Oaks
Summary
Talented Financial Representative with proven sales and service abilities. Focused on continuously exceeding expectations and improving skills. Prepared to offer over 25 years of experience in the field and take on a challenging role at Cabot Wealth Management.
Overview
21
21
years of professional experience
Work History
Registered Financial Representative
Prudential
Roseville, CA
10.2016 - 04.2019
- Worked closely with clients to determine goals and recommend appropriate services to maintain long-term relationships with account holders.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Sold annuities, Life insurance products annuities and .
- Met with clients to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Contacted prospective customers to present service options and explain details.
- Documented customer interactions and relationships using CRM systems.
Registered Investment Advisor
Edward Jones
Granite Bay, CA
10.2015 - 03.2016
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Cultivated client relationships through high levels of direct communication to maintain customer loyalty.
- Kept client financial plans optimized for current market trends and economic conditions.
- Highlighted values and educated clients on Life Insurance, Mutual Funds and Annuity financial products.
First Mortgage and Mortgage Line of Credit Renewal
Bank Of America
Rancho Cordova, CA
10.2012 - 09.2015
- Worked with underwriters to fix application problems and resolve issues.
- Oversaw scheduling of timely loan closing to satisfy home builder and borrower needs.
- Obtained copies of applicants' credit histories and reviewed paperwork to determine feasibility of granting loans.
Birth to Age 22 Cross-Categorical Special Ed Teach
`Sahuarita Unified School District
Sahuarita, CA
08.2009 - 06.2012
- Created and managed IEPs to define student learning objectives and educational strategies, in addition to applying instructional knowledge and methods to support goals.
- Cultivated connections and strong student rapport to foster classroom engagement, in addition to recording student progress to inform parents and school administration.
- Taught students across multiple classifications and degrees of special needs.
- Modified general education curriculum for special-needs students using various instructional techniques and technologies.
- Led activities that developed students' physical, emotional and social growth.
- Maintained a caseload of 33 Kindergarten to 3rd grade. IEP's were completed and presented 100% on time.
Assistant Vise President
Citigroup
Tucson, AZ
07.2004 - 02.2006
- Attended weekly meetings and special sessions of Leadership and Executive Leadership Teams and contributed to major administrative initiatives, policies and decisions.
- Communicated with leadership teams to assist with administrative initiatives and decisions and attended weekly meetings to support policy changes.
- Handled administrative systems to assist senior leadership and over 20 staff members.
Registered Representative
Chalres Schwab
San Ftancisco, Denver, Boston, Phoenix, CA, CO, MA, AZ
06.1991 - 02.2002
- Shared details regarding financial products and services with clients.
- Provided high level of service and assistance to clients to obtain new opportunities and repeat business.
- Developed and maintained positive customer relations and coordinated with team members to properly handle requests and questions.
- Reached out to customers after completed sales to evaluate satisfaction and determine immediate service requirements.
- Provided basic technical support resolving issues for clients on variety of company products.
Education
No Degree - Special Education
Maricopa Community Colleges - Rio Salado Community College
Tempe, AZBachelor of Arts - Political Science/International Relations,
University of California, Santa Barbara
Santa Barbara, CA06.1987
Skills
- Client Servicing
- Customer Transactions
- Service Connections
- Financial Management
- Financial Reviews
- Financial Services
- Retirement Needs
- Inbound Calls
- Office Organization
Timeline
Registered Financial Representative
Prudential
10.2016 - 04.2019
Registered Investment Advisor
Edward Jones
10.2015 - 03.2016
First Mortgage and Mortgage Line of Credit Renewal
Bank Of America
10.2012 - 09.2015
Birth to Age 22 Cross-Categorical Special Ed Teach
`Sahuarita Unified School District
08.2009 - 06.2012
Assistant Vise President
Citigroup
07.2004 - 02.2006
Registered Representative
Chalres Schwab
06.1991 - 02.2002
No Degree - Special Education
Maricopa Community Colleges - Rio Salado Community College
Bachelor of Arts - Political Science/International Relations,
University of California, Santa Barbara
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