Summary
Overview
Work History
Education
Skills
Volunteer Experience
Software
Timeline
Generic
JENNIFER ETE

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

PowerPoint Presentations

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 -
JENNIFER ETERegistered Investment Advisor