Karilee DesAutel
Spokane,WA
Summary
- I am a results-oriented professional who excels in leveraging organizational skills to exceed goals. I have achieved significant client trust and efficiently managed tasks, demonstrating leadership and proficiency in financial planning. I am organized and efficient.
Overview
2025
2025
years of professional experience
2025
2025
years of post-secondary education
1
1
Certification
Work History
Server
Red Lobster
9 2023 - Current
- I assist with the training of new staff members.
- I demonstrate strong interpersonal communication abilities to reduce guest dissatisfaction.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
New Business Associate
Northwest Trustee & Management Services
10.2024 - Current
- Manage communication with prospective clients.
- Partner with our marketing team to ensure seamless execution of connection with new business.
- I utilize computer software, such as Salesforce, to create business monitors and ensure prompt follow-up with future and current clients.
Financial Representative
Northwestern Mutual
05.2024 - 09.2024
- Immediately following graduation, I obtained an internship in Finance at Northwestern Mutual, where I built connections and grew trust with clients.
- This internship has taught me an overwhelming amount of knowledge about the finance world and how to navigate complex financial situations, and create financial plans.
- Interviewed clients to determine clients' assets, liabilities, cash flow, insurance coverage, tax status, or financial objectives.
Education
BACHELOR OF SCIENCE (B.S.) - Finance
Eastern Washington University
Cheney, WA08-2024
Skills
Results-oriented professional
Organizational skills
Leadership
Proficiency in financial planning
Quick learner
Time-efficient task management
Certification
Washington State Life and Health Insurance
References
- Jeff Achs, Regional Manager, 509-489-2777
- Toni Endibrook, Office Manager, 509-475-1755
- Michelle Williams, Internship Development Officer, 208-819-2394
Timeline
New Business Associate
Northwest Trustee & Management Services
10.2024 - Current
Financial Representative
Northwestern Mutual
05.2024 - 09.2024
Server
Red Lobster
9 2023 - Current
BACHELOR OF SCIENCE (B.S.) - Finance
Eastern Washington University
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