Katie Hafner

• Implemented and maintained RMD workflow process for office
• Facilitate all paperwork for new and existing clients
• Onboard new clients to firm's offerings and technology platforms
• Properly processed deposits, withdrawals and payments for clients on a daily basis.
• Assist wealth advisors with daily investment management
• Aid clients with any and all questions, concerns, and problems that may arise
• Attended training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.

• Established and deepened patient relationships through complex medical care, while providing specialized support for patients with diverse individual needs.
• Collaborated with team to quickly assess patients and deliver appropriate treatment while managing rapidly changing conditions.

Anticipated completion of coursework July 2023. I intend on sitting for the CFP ® exam November 2023.