Rhonda Whelan, FPQP

Delivers exceptional personalized service to deepen and broaden client relationships, winning the Client Service Satisfaction Award 2022. Only the top 20% of the firm earns this title.

• Manages calendars, scheduling both in-person and virtual meetings.
• Coordinates communications, financial processing, registration, recordkeeping, and other administrative functions. Including placing unsolicited trades and asset movement as directed by financial advisor.
• Applies advanced administrative skills identifying opportunities for client services including life insurance for potential sales.
• Client acquisition bringing clients, business, and income to the firm.
• Track office supplies and restock low items to keep team members on-task and productive.
• Manage all gift giving opportunities for clients and recorded gift giving as required by FINRA.
• Assist clients with rollover paperwork and procedures for IRA rollovers.

• Worked independently performing obstetrical ultrasound exams.
• Determined and scheduled telemedicine consults with perinatologists when anomalies or medical concerns for the expectant mother's health warranted.
• Handled private and confidential information in compliance with hospital policies and procedures.
• Educated patients on procedure details, provided instructions, and answered questions to minimize anxiety and improve cooperation.
• Prepared supplies and paperwork to support physician for sterile procedures.
• Assisted in executing optimum quality ultrasound exams while obtaining images to support diagnosis documented by interpreting physician.
• Obtained essential information from patients, medical records and previous exams for clinical correlation.

• Provided professional services and support in a dynamic work environment.
• Proven ability to learn quickly and adapt to new situations.
• Self-motivated, with a strong sense of personal responsibility.
• Developed and maintained courteous and effective working relationships.
• Recruited other sales associates earning a Red Jacket with Mary Kay Cosmetics with 12 member team.
• Awarded the Go Give award in Mary Kay for being team player willing to help others succeed.