Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

KAREN DEONE

Tucson,AZ

Summary

Multi-talented individual with a varied background in financial office management, travel planning, and film production.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Senior Branch Office Administrator/On-Call Branch Office Administrator

Edward Jones
Kirkland, WA
05.2011 - 02.2019
  • Supported the financial advisor/regional leader by managing all aspects of daily office operations, answering phones, making financial review appointments, processing financial transactions and creating financial reports for clients, paying bills, planning client and regional events, as well as handling communication with other branches in the region.
  • From 8/2017 - 2/2019, went to on-call status, filled in for other Branch Office Administrators (BOA) during vacations and illnesses
  • Supported the financial advisor of those branches by managing all aspects of daily operations in the absence of their BOA.

Travel Consultant/Owner

Vacations To Paradise
Kenmore, WA
08.2010 - 02.2021
  • Worked with a host agency as an independent contractor, researching and booking vacation packages through a variety of vacation suppliers
  • Specializing in Hawaii, as well as booking Mexico and Arizona, provided clients with the best options that fit their budget and their desired vacation experience
  • Provided concierge type service, recommending activities, shopping, and dining options based on my own personal travel experience

Filmmaker/Owner

Cerulean Blu Entertainment
Kenmore, WA
02.2018 - 12.2020
  • Produced an award winning short film "Swipe Right"
  • As the executive producer, funded and managed all aspects of pre- production, filming, budgeting, communications, social media marketing, accounting and post-production
  • Cast and hired professional SAG actors and crew


Education

Associate of Arts - Psychology

Northwest University
05.1985

Skills

  • Financial Services Support
  • Report Preparation and Analysis
  • Office Management
  • Customer Experience
  • Leadership
  • MS Office
  • Google Docs
  • Google Sheets
  • Excel
  • Project management
  • Event coordination
  • Film and video production
  • Social media marketing
  • Creative writing abilities
  • Hiring and staffing
  • Team oversight
  • Travel arrangements
  • Leisure travel
  • Concierge Service

Accomplishments

  • Edward Jones Client Service Excellence Award
  • Best Short Comedy Film Award
  • Best Romantic Comedy Award
  • Best in the Northwest Film Award

Certification

Certified Hawaii Destination Specialist

Timeline

Filmmaker/Owner

Cerulean Blu Entertainment
02.2018 - 12.2020

Senior Branch Office Administrator/On-Call Branch Office Administrator

Edward Jones
05.2011 - 02.2019

Travel Consultant/Owner

Vacations To Paradise
08.2010 - 02.2021

Associate of Arts - Psychology

Northwest University
KAREN DEONE