LIZ JACKSON
Hudson,OH
Summary
Detail-oriented with ability to prioritize and complete projects in timely manner. Professional and dedicated team player focused on accurately performing tasks required.
Overview
32
32
years of professional experience
Work History
Professional Organizer Assistant
DECORGANIZE IT
01.2023 - Current
- Assists owner in organizing various areas of the home, i.e. kitchen, closet, garage, basement.
- Assists owner in installing shelving systems and hanging wallpaper.
- Keeps track of monthly revenue, sends proposals.
Bookkeeper
SUMMIT CHORAL SOCIETY
09.2017 - 05.2018
- Maintained accuracy when reviewing and reconciling the general ledger
- Managed accounts payable and receivable using QuickBooks software
- Received, recorded, and banked cash, checks, and credit card payments.
Registered Sales Assistant
SMITH BARNEY, INC
01.1995 - 03.1996
- Provided customer service to clients regarding their financial accounts
- Accurately entered securities and mutual fund orders
- Coordinator of Retirement Plan Operations for office.
Registered Sales Assistant/Assistant Compliance Officer
CRUTTENDEN & COMPANY
02.1992 - 03.1994
- Processed and filed SEC forms for Restricted Stock sales
- Interacted with NASD to transfer licenses of all new employees
- Assisted stockbrokers with daily operations involving client accounts.
Registered Sales Associate
MCDONALD & COMPANY SECURITIES
03.1991 - 10.1991
- Compiled research from various financial publications, computer software programs and Research
- Department for client presentations
- Accurately entered buy and sell orders of NYSE, AMEX, and OTC securities
- Responded to telephone inquiries regarding client accounts.
Education
Bachelor of Science - Finance
THE OHIO STATE UNIVERSITY
Columbus, OH1989
Timeline
Professional Organizer Assistant
DECORGANIZE IT
01.2023 - Current
Bookkeeper
SUMMIT CHORAL SOCIETY
09.2017 - 05.2018
Registered Sales Assistant
SMITH BARNEY, INC
01.1995 - 03.1996
Registered Sales Assistant/Assistant Compliance Officer
CRUTTENDEN & COMPANY
02.1992 - 03.1994
Registered Sales Associate
MCDONALD & COMPANY SECURITIES
03.1991 - 10.1991
Bachelor of Science - Finance
THE OHIO STATE UNIVERSITY
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