Joni White
Powder Springs,GA
Summary
Seasoned collaborator experienced in meeting needs, improving processes and exceeding requirements in team environments. Diligent worker with strong communication and task prioritization skills.
Overview
23
23
years of professional experience
Work History
MID Paraprofessional
Cobb County School System
Marietta, GA
01.2023 - 08.2023
- Delivered personalized educational, behavioral, and emotional support to individual students to enable positive learning outcomes.
- Prepared instruction materials, constructed bulletin boards, and set up work areas.
- Oversaw groups of students at school and off-site locations, maintaining optimal safety, and security.
Financial Advisor
Edward Jones
Dallas, GA
05.2011 - 10.2012
- Worked with clients to support understanding of rationale and details of financial strategies.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Senior Registered Sales Assistant
Wells Fargo Advisors
Atlanta, GA
02.2006 - 05.2011
- Consulted with clients to set appointments, discuss products and resolve concerns.
- Processed payments, transfers, trades and other transactions.
- Gained customer trust and confidence by demonstrating compelling, persuasive and composed professional demeanor.
- Identified new business opportunities through cold calling, networking, marketing and prospective database leads.
- Built relationships with customers and community to promote long term business growth.
- Developed and maintained strong working relationships with professionals within assigned territory.
- Met existing customers to review current services and expand sales opportunities.
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing.
- Monitored service after sale and implemented quick and effective problem resolutions.
- Performed wide range of administrative tasks to facilitate effective office operations.
Research Associate
William Blair
Chicago, IL
06.2000 - 02.2006
- Gathered, arranged, and corrected research data to create representative graphs and charts highlighting results for presentations.
- Validated incoming data to check information accuracy and integrity while independently locating and correcting concerns.
- Gathered and organized information for research purposes.
- Facilitated in the writing and editing of research papers, reports, reviews, and summaries regarding retail stocks in our trading universe.
Education
Bachelor of Arts - Political Science
Miami University
Oxford, OH05.1996
Skills
- Westlaw and LexisNexis
- Administrative Support
- Client Support
- Exceptional Telephone Etiquette
- Legal Research and Writing
- Time Management
- Confidentiality Understanding
- Social Perceptiveness
- Exhibit Organization
- Google Docs
- Scheduling
- Service-Orientation
- Writing
- Coordination
- Westlaw
- Legal Terminology
- Manage Schedules
- Project Organization
- Critical Thinking
- Travel and Event Coordination
- Good Judgment and Decision-Making
- Meeting Preparation
- Organizational Efficiency
- Client Relations
- Interviewing Clients
- Office Management
- Client Service and Support
- Active Listening
- Troubleshooting Complex Problems
- Judgment and Decision-Making
- Legal Research
- Travel Coordination
- Customer Relationship Management
- Project Management
- Writing and Editing
- Legal Compliance
- Database Management
- Quality Control
Timeline
MID Paraprofessional
Cobb County School System
01.2023 - 08.2023
Financial Advisor
Edward Jones
05.2011 - 10.2012
Senior Registered Sales Assistant
Wells Fargo Advisors
02.2006 - 05.2011
Research Associate
William Blair
06.2000 - 02.2006
Bachelor of Arts - Political Science
Miami University
Similar Profiles
Devin LintaultDevin Lintault
Elementary School Teacher/EIP Department Lead at Cobb County School SystemElementary School Teacher/EIP Department Lead at Cobb County School System
Kimberly AndersonKimberly Anderson
School Bus Driver at Cobb County School SystemSchool Bus Driver at Cobb County School System
TAYLOR BASHTAYLOR BASH
Substitute Teacher at Cobb County School SystemSubstitute Teacher at Cobb County School System
Renata SmithRenata Smith
Food Nutrition Server at Cobb County School SystemFood Nutrition Server at Cobb County School System
Miguel GalvanMiguel Galvan
Construction Worker at Artisan Built CommunitiesConstruction Worker at Artisan Built Communities