PowerPoint Presentations
JENNIFER ETE
Registered Investment Advisor
Denham Springs,LA
Summary
Strategic-thinking individual experienced in turning low-performing organizations into top producers. Offering engaging and pleasant personality with expertise in improving team, customer and community relationships.
Overview
19
19
years of professional experience
2
2
years of post-secondary education
Work History
Registered Investment Advisor
PFS Investments
Baton Rouge, Louisiana
10.2005 - Current
- Supervise and train teams of 10+ members
- Built strong relationships with clients and community leaders, resulting in a high level of trust and referrals.
- Maintain strict compliance with all applicable regulations, including SEC rules and fiduciary standards of care.
- Assist in the growth of assets under management through effective marketing strategies and networking.
- Conduct multi-team trainings to share knowledge and expertise in investment management strategies and client relationship building.
- Collaborate with other financial professionals such as accountants and attorneys to provide comprehensive financial planning.
- Develop personalized budgets, debt management, and education to help clients achieve long and short-term financial goals.
- Streamlined internal processes for greater efficiency, reducing administrative costs without sacrificing quality of service.
Midwife/EMT
Utah County
Springville, Utah
06.2009 - 09.2015
- Prenatal/postnatal assessments, including labs and blood work.
- Achieved positive patient experiences by actively listening to concerns and addressing them promptly in a sensitive manner.
- Reduced complications during childbirth with vigilant monitoring of maternal and fetal vital signs and general wellbeing throughout pregnancy, labor, and delivery.
- Provided emergency medical care when necessary, including assessing, diagnosing, and stabilizing mother and/or baby.
- Conducted newborn assessments including vital signs, weight measurements, and general developmental checks.
- Maintained comprehensive and confidential client records
- Participated in over 125 successful births.
Education
Bachelor of Science - Professional Studies
Brigham Young University - Idaho
Rexburg, ID 05.2001 -
Associate of Science - Business Administration
Ensign College
Salt Lake City, UT 05.2001 -
Advanced Public Speaking & Communication -
Continuing Education
05.2020 - 01.2022
Skills
Subject Matter Expert (SME) regarding:
Leadership
Public speaking
Public relations
Interpersonal communication skills
Marketing
Negotiating
Budgeting and finance
Inter-cultural competency
Successfully navigating difficult personalities
Acting with the utmost integrity regardless of the consequence
Volunteer Experience
NASE Area Virtual Call Center Director - 2023 - Present
The Church of Jesus Christ of Latter-Day Saints
- Streamlined stake leadership training program to assist with post-disaster work order creation.
- Conduct leadership training for 133 stakes
- Work with Area General Authorities, WSRMs, and stake presidents to coordinate storm restoration and recovery assistance between the Church and its service partners.
Stake Welfare & Self-Reliance Director - 2015 - 2023
The Church of Jesus Christ of Latter-Day Saints
- Conducted local leadership training to stake and units leaders on providing resources to assist to individuals and families to become more self-sufficient.
- Collaborated with community organizations to provide resources and support.
- Organized workshops and one-on-one sessions on financial literacy, budgeting, and resource management.
NASE Area Zone Leader - 2017 - 2021
BYU Pathway
- Designed and ran marketing campaigns resulting in the largest student body in the North America Southeast Area.
- Created outstanding student retention results through expert interpersonal relationship skills.
- Liaison between local officials, church leadership and BYU Pathway Area Managers
- Recruited and trained new missionaries.
- Facilitated multiple local gatherings.
Software
Microsoft Office 365
Adobe Acrobat
Microsoft Teams
Zoom
Morningstar
QuickBooks
Timeline
Advanced Public Speaking & Communication -
Continuing Education
05.2020 - 01.2022
Midwife/EMT
Utah County
06.2009 - 09.2015
Registered Investment Advisor
PFS Investments
10.2005 - Current
Bachelor of Science - Professional Studies
Brigham Young University - Idaho
05.2001 -
Associate of Science - Business Administration
Ensign College
05.2001 -