Farrah Rivera
Elk City,OK
Summary
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
10
10
years of professional experience
1
1
Certification
Work History
Self Employed/Associate Financial Planner
Creed Agency
03.2022 - Current
- As a financial professional, I help families and individuals as well as business owners with their short-term and long-term financial goals. Specializing in retirement planning, college planning, investments, insurance, long term care and estate planning.
- Increased client satisfaction by providing personalized financial planning services and investment recommendations.
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
- Collaborated with cross-functional teams to develop tailored solutions addressing clients'' unique financial needs and goals.
Stay at Home Mom
Rivera Household
06.2019 - 05.2025
- Managed household and family responsibilities, including child care and housekeeping
- Organized and planned family events and activities
- Developed strong organizational and time management skills.
Teller
Bank of Western Oklahoma
04.2017 - 06.2019
- Received checking and savings deposits and verified it
- Cashed checks
- Issued cashier's checks
- Examined check deposits and determined proper fund availability based on regulation requirements and complete Hold Notices
- Maintained adequate cash drawer including buying, selling, and balancing of cash
Medical Laboratory Technician
Quartz Mountain Medical Center
06.2016 - 03.2017
- Conducted and analyzed lab results
- Registered patients into the system
- Answered phone calls and faxed lab results to physicians
- Performed venipunctures to obtain a blood sampled for laboratory testing
- Maintained records of inventory
Medical Laboratory Technician
Quartz Mountain Medical Center
10.2015 - 06.2016
- Answered phone calls, greeted patients, and scheduled appointments
- Verify patient's insurance information, collected co-pays, scanned charts, and filed patient reports
- Prepared, processed and stored patient specimens and samples according to departmental procedures
- Utilized standard procedures for the maintenance of positive patient identification
Education
Associate of Applied Science - Medical Laboratory Technology
Southwestern Oklahoma State University
Sayre, OK05.2015
Skills
- Bilingual with excellent communication skills in Spanish and English
- Proficient in Microsoft Office, Word, Excel, PowerPoint
- Perform assigned tasks in designated time
- Ability to multitask
- Exceptional organizational skills
- Professional speaking abilities and proper phone etiquette
- Work well under pressure in any type of setting
- Bank Teller
- Cash Handling
- Cashier Customer Service
- Customer Service
- Banking
- Medical Scheduling
- Medical Terminology
- Laboratory Experience
- Retirement planning
- Insurance planning
- Wealth management
- Estate planning
- Client relationship development
- Strategic financial planning
- Financial plan preparation
- Customer service
- Attention to detail
- Teamwork and collaboration
- Adaptability and flexibility
- Team building
Certification
- Oklahoma Life & Health License (May 2022-May 2026)
Languages
Spanish
Native or Bilingual
English
Native or Bilingual
Timeline
Self Employed/Associate Financial Planner
Creed Agency
03.2022 - Current
Stay at Home Mom
Rivera Household
06.2019 - 05.2025
Teller
Bank of Western Oklahoma
04.2017 - 06.2019
Medical Laboratory Technician
Quartz Mountain Medical Center
06.2016 - 03.2017
Medical Laboratory Technician
Quartz Mountain Medical Center
10.2015 - 06.2016
Associate of Applied Science - Medical Laboratory Technology
Southwestern Oklahoma State University
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