NADIA ALEXANDRA WAUGH
Fort Lauderdale,USA
Summary
Seeking an opportunity where my skills in finance and people motivation achieves the customers financial goals, while building a long-term relationship with those clients that transcend the normal customer/client relationship.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Accounting Specialist
LIFEWEAR TECHNOLOGIES
Fort Lauderdale
01.2018 - 01.2023
- Verify approval on all invoices and check requests; Route invoices through accounting system to the appropriate approvers; Provide support and customer service to corporate departments and/or care centers; Enter invoice data as necessary into the accounting system for payment via various payment methods: checks, ACH and online payments
- Assist with payment processes/check printing as necessary
- Helped company choose and implement new NetSuite accounting system
- Transferred firm from PayChex to ADP, and worked with HR in conversion from BCBS Florida to United Healthcare
Financial Advisor
EDWARD JONES INVESTMENTS
Fort Lauderdale, FL
01.2015 - 01.2018
- Provide objective, unbiased financial advice to a diverse mix of clients by analyzing investment opportunities and client needs
- Develop ongoing relationships through regular client meetings
- Handling all meeting preparation; reviewing all required paperwork before meetings; client service, including planning updates, portfolio changes and reviews, returns, and new opportunity identification; Client asset management, including coordination of complete financial planning and wealth management (analysis, estate planning, tax strategies for assets under management, and portfolio management); Cross-sell firm services and deepen existing client relationships; Participate in community outreach, networking, and marketing activities to drive new business opportunities; Identify, cultivate, and track new opportunities for the firm; onboard new client relationships; Leverage local centers of influence to extend the referral network; Attend client and prospect events
Life Insurance Settlements Analyst/Broker
LIFE INSURANCE SETTLEMENTS Inc.
Fort Lauderdale, FL
01.2011 - 01.2015
- Outsourced existing life insurance policies for sale on the secondary market; established and maintained relationships with a large number of funding entities; attended conferences, was involved in underwriting, negotiating and selling multimillion dollars contracts; Working on behalf of the policy owner to find qualified buyers and negotiate the best possible price for their policy
Business-to-business Sales Manager
AT&T
Miami, FL
01.2008 - 01.2011
- Lead Generation and Prospecting: Actively hunt for new leads within your assigned territory through external networks and cold calling, meeting or exceeding weekly quotas for cold calls and door knocks
- Understand the communication and technology needs of small and mid-sized business customers
- Present tailored growth opportunities and efficiencies to both current and potential clients; Account Development: Develop new accounts and expand existing ones by establishing and nurturing long-term relationships with customers
Education
B. A. - Economics and Mathematics
New York University
01.2009
Certification
- Series 7 – General Securities Representative Exam
- Series 66 – NASAA Uniform Combined State Law Examination
- 215 - Health Insurance Agent
- 240 – Health Insurance Agent
Hobbies and Interests
- Beekeeper
- Farm owner, North Kingstown, RI
Timeline
Accounting Specialist
LIFEWEAR TECHNOLOGIES
01.2018 - 01.2023
Financial Advisor
EDWARD JONES INVESTMENTS
01.2015 - 01.2018
Life Insurance Settlements Analyst/Broker
LIFE INSURANCE SETTLEMENTS Inc.
01.2011 - 01.2015
Business-to-business Sales Manager
AT&T
01.2008 - 01.2011
B. A. - Economics and Mathematics
New York University
Skills
- Statement preparation
- Financial statements
- Accounts payable
- Invoice processing
- Audit support
- Financial auditing
- Fixed assets management
- Tax preparation
- Accounts receivable
- Payroll processing
- Payroll administration
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Quote
I find that the harder I work, the more luck I seem to have.
Thomas Jefferson
Languages
English
Native language
Russian
Proficient (C2)
C2
Work Preference
Work Type
Full TimePart TimeWork Location
HybridRemoteImportant To Me
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