Ginny Walker
Casper,WY
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Overview
11
11
years of professional experience
Work History
Financial Advisor
Edward Jones Investments
Casper , WY
2014.01 - Current
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Worked with clients to support understanding of rationale and details of financial strategies.
Patient Care Coordinator
Pacific Pulmonary Medical Group
Casper , WY
2011.10 - 2013.12
- Acted as main point of contact for patients, doctors and hospital staff by closely reviewing medical charts and maintaining high levels of communication.
- Worked closely with patients to deliver excellent and direct individualized patient care.
- Delivered excellent patient experiences and direct care.
- Maintained confidentiality of patient data and condition to safeguard health information.
Education
Bachelor of Arts - Speech Communication And Rhetoric
University of Central Arkansas
Conway, AR05.2008
Skills
- Financial Knowledge
- Investment Opportunity Identification
- Cash Management Strategies
- Portfolio Management
- Investment Planning
- Income Projections
- Managing Wealth
- Retirement Needs
- Stock Market Understanding
Timeline
Financial Advisor
Edward Jones Investments
2014.01 - Current
Patient Care Coordinator
Pacific Pulmonary Medical Group
2011.10 - 2013.12
Bachelor of Arts - Speech Communication And Rhetoric
University of Central Arkansas
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