Laura Diehl
Altamonte Springs,FL
Summary
I have more than 20 years experience in Financial Services, and enjoy the challenge of working with clients to achieve their financial goals. I easily build rapport with clients, and am able to communicate difficult concepts in ways that are understandable to the layman.
The past 4 years have been a challenge for me, as my natural inclinations are in the area of business and finance; not caregiving. I have decided it is time to bring in a professional to look after mom while I return to work.
Overview
27
27
years of professional experience
Work History
Caregiver
Mother
01.2019 - Current
- Provided all level of care for my mother, including dressing, bathing, meals, medications, doctor appointments, maintaining physical and mental stimulation, shopping, house cleaning and construction supervisor.
- Oversaw the renovation of our home, including new roof, new AC, resurfacing of pool and deck, re-plumbing the home, bathroom renovation, kitchen renovation.
- Enrolled and participated in a medical research trial for new Alzheimer's treatment with my mother. This is ongoing.
Registered Sales Assistant
Raymond James
12.2012 - 12.2018
- Consulted with clients to set appointments, discuss products and resolve concerns.
- Performed wide range of administrative tasks to facilitate effective office operations.
- Processed payments, transfers, trades and other transactions.
- Opened, updated and closed customer accounts.
Financial Sales Director
Regions Bank
05.2001 - 08.2012
- Created innovative sales strategies through monitoring and evaluating market trends and competitive offerings.
- Executed strategic plans for growth and new acquisitions.
- Hired, trained and built high-performing team of Insurance and Securities Licensed Bankers.
- Utilized consumer trends to shape sales approaches.
Wholesaler
Protective Life
10.1997 - 08.2000
- Addressed each customers' needs and wants to recommend suitable product options.
- Exceeded sales goals, increased revenue and facilitated sales.
- Used consultative sales approach to understand and meet customer needs.
- Contacted customers and prospects to generate new business to achieve company growth goals.
- Serviced existing accounts on regular basis to maximize revenue.
Education
Bachelor of Arts - History
University of Florida
Gainesville, FLSkills
- Care Plan Assessment
- Records Maintenance
- Medication Administration
- Companionship and Emotional Support
Timeline
Caregiver
Mother
01.2019 - Current
Registered Sales Assistant
Raymond James
12.2012 - 12.2018
Financial Sales Director
Regions Bank
05.2001 - 08.2012
Wholesaler
Protective Life
10.1997 - 08.2000
Bachelor of Arts - History
University of Florida