Elizbeth (Lizz) Payne
Financial Advisor Assistant
Apollo,PA
Overview
7
7
years of professional experience
1
1
Certification
Work History
Financial Advisor Assistant
Equitable Advisors - David Frick Associates
Indiana, PA
05.2021 - Current
- Provided administrative support by maintaining client files, scheduling meetings and preparing correspondence.
- Completed compliance paperwork for all new accounts and investments.
- Developed comprehensive spreadsheets for tracking client portfolios performance over time.
- Created reports summarizing investment activity for clients on a regular basis.
- Organized documents required for account opening process in accordance with company policies and procedures.
- Managed customer inquiries relating to their accounts in a timely manner.
- Provided guidance to junior staff members on how to complete various tasks.
- Ensured accurate record keeping of all transaction activities within customer accounts.
- Processed deposits into customer accounts as requested by advisor or client.
Lab Assistant
CAL U EARTH SCIENCE DEPARTMENT
California, PA
08.2019 - 05.2021
- Conduct humanitarian mapping to assist with disaster relief agencies.
- Assist students with completing assignments, and use of the lab.
- Enforces procedures for the use of laboratory area and equipment.
- Performed spatial analysis on data sets to identify trends in population density, land use, and other variables.
- Created maps and visualizations of geographic information systems data for presentations and reports.
- Analyzed existing datasets to determine accuracy and completeness of spatial features.
- Assisted with development of geodatabases, feature classes, topology rules, domains, subtypes.
- Implemented GIS workflow solutions across multiple departments within an organization.
- Assisted with the creation of geographic information system layers and attribute tables.
- Collected, created, edited and processed spatial data to support geographic information system emergency management.
Intership
Montour Trail Council
Pittsburgh, PA
01.2021 - 06.2021
- Digitized maps from the early 1900s.
- Updated existing maps with new features.
- Reviewed aerial photography and satellite imagery to identify land features and boundaries.
- Completed weekly reports of digitized maps.
- Generated reports from GIS-based databases to provide analysis of spatial data.
- Researched a variety of sources including county records, deed books, utility plans.
Cashier
Dollar General Store
Spring Church, PA
07.2020 - 05.2021
- Greeted customers and answered any questions they had about the store's products and services.
- Verified that customers were of legal age to purchase alcohol or tobacco products.
- Operated cash register efficiently and accurately, processed payments by cash, check, credit card, gift card or automatic debit.
- Stocked shelves with merchandise when needed.
- Maintained cleanliness of checkout area including countertops, registers, windowsills and floors.
- Adhered to loss prevention policies such as monitoring suspicious activity in order to prevent shoplifting.
- Followed company security procedures for handling large sums of money.
Substitute Cafeteria Worker
APOLLO RIDGE SCHOOL DISTRICT
Spring Church, PA
01.2018 - 05.2021
- Effectively multitasked within fast-paced environment.
- Monitored and recorded food temperatures to ensure food safety.
- Followed proper sanitation guidelines when handling food products to prevent contamination.
- Prepared food according to recipe instructions to manage regular school meals.
- Cleaned kitchen equipment and utensils according to health department regulations.
Substitute Custodian
APOLLO RIDGE SCHOOL DISTRICT
Spring Church, PA
06.2017 - 05.2021
- Serviced, cleaned, and supplied restrooms
- Maintained the cleanliness of classrooms, restrooms, hallways and other areas within the school.
- Moved heavy furniture, equipment, or supplies, either manually or by using hand trucks
- Follows procedures for the use of chemical cleaners and power equipment to prevent damage to floors and fixtures.
- Assisted with setting up for events such as assemblies, meetings or special programs.
- Followed all safety procedures while operating machinery or working with hazardous materials.
- Maintained accountability for building keys, master keys and access cards.
Internship
US AID/YOUTH MAPPERS
Washington, DC
08.2019 - 12.2019
- Completed virtual internship to assist with disaster relief agencies
- Utilized Open Street Map Ecosystem software
- Learned open source geospatial tools
- Created new geographic data, used to support programs around the world.
- Digitized satellite imagery to be used for humanitarian relief.
- Analyzed aerial imagery to determine land use characteristics or changes over time.
- Detailed and summarized GIS analytics in daily and weekly reports.
Cook/Server
THE GOLD RUSH AT CALIFORNIA UNIVERSITY OF PENNSYLVANIA
California, PA
02.2019 - 05.2019
- Prepared and cooked food for university population in a variety of settings.
- Served food or beverages to students.
- Maintained sanitation, health, and safety standards in work areas.
Education
Bachelor of Arts - Geography - GIS Technologies
CALIFORNIA UNIVERSITY OF PENNSYLVANIA
California, PA12.2021
General Studies
Butler County Community College
Butler, PASkills
- Client Records Oversight
- Account Documentation
- Client Correspondences
- Account Updating
- Compliance
- Geospatial analysis
- ARC GIS Pro
- Open Street Mapping
- Office suite
- Access
- Data Analysis
Recent Volunteer Experience
- Nursery at the Rock Church Kiski Valley - ensuring children ages 0-4 have a safe, loving and fun environment.
- Taste and See Cafe at the Rock Church Kiski Valley - server, barista, and cashier.
- Large events at the Roth Church Kiski Valley - Rock climbing coach, harrenessing children for rock climbing, and transportation guide/welcome crew.
Certification
- CPR Certification
- Afghanistan Spatial Data Center Certifcation
References
References available upon request.
Timeline
Financial Advisor Assistant
Equitable Advisors - David Frick Associates
05.2021 - Current
Intership
Montour Trail Council
01.2021 - 06.2021
Cashier
Dollar General Store
07.2020 - 05.2021
Lab Assistant
CAL U EARTH SCIENCE DEPARTMENT
08.2019 - 05.2021
Internship
US AID/YOUTH MAPPERS
08.2019 - 12.2019
Cook/Server
THE GOLD RUSH AT CALIFORNIA UNIVERSITY OF PENNSYLVANIA
02.2019 - 05.2019
Substitute Cafeteria Worker
APOLLO RIDGE SCHOOL DISTRICT
01.2018 - 05.2021
Substitute Custodian
APOLLO RIDGE SCHOOL DISTRICT
06.2017 - 05.2021
Bachelor of Arts - Geography - GIS Technologies
CALIFORNIA UNIVERSITY OF PENNSYLVANIA
General Studies
Butler County Community College
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