Robin Waggener
O'Fallon,IL
Summary
Industrious Business Administrator with several years of financial investment business expertise. Focused and flexible with aptitude for developing solutions to meet business needs and facilitate corporate objectives. Proven history of streamlining processes for increased productivity, efficiency, and reducing corporate risk.
Overview
29
29
years of professional experience
Work History
Business Execution Administrator
Wells Fargo Advisors
09.2019 - Current
- Support implementation of initiatives related to operations and Business Execution across multiple lines of business
- Identify opportunities to improve processes, reduce corporate risk, and provide support to a variety of diverse support functions or operations
- Perform complex cross-organizational administrative, transactional, and operational tasks including policy or process changes, process improvements, and technology-enhanced tasks
- Assist with administration of Strategy and Execution programs, projects, or processes specific to business
- Perform complex calculations to determine incentive qualification
- Prepare incentive contracts
- Compile documentation for internal audits
- Calculate payment applications to loans and monitor loans for accuracy
- Communicate with Financial Advisors regarding their bonuses and loans
- Implement business processes to streamline daily operations and increase efficiency
- Document business requirements, functional specifications, and training procedures
- Regularly balance general ledger accounts and resolve discrepancies.
- Developed monthly reports.
Owner/Operator
Peridot
07.2009 - 10.2010
- Owned and operated a small boutique selling locally made goods and art
- Collaborated with other businesses in the Cherokee district to bring the community together and revitalize the area
- Employed and managed vendors by negotiating deliverables, cost, and expected quality
- Hosted special events to boost brand awareness and increase community engagement
- Maintained records for production, inventory, income, and expenses
- Reconciled daily sales, prepared bank deposits, and assessed financial transaction reports.
- Oversaw business budget planning and administration, accounting functions, purchasing, and monthly commission based payroll to handle financial needs.
Customer Account Specialist
A. G. Edwards & Sons
11.1994 - 04.2005
- Coordinated client's financial information for submission according to law and regulations to various government and private institutions
- Maintained accurate client account information and databases
- Received, prioritized, and responded to multiple points of client communication
- Reviewed financial status and evaluated discrepancies by assessing account information and activities.
Education
Bachelor's Accounting -
Southern New Hampshire University
O'Fallon, ILInterior Design and Marketing
Freed-Hardeman University
Skills
- Managing Multiple Priorities
- Training Manuals and Processes
- Process Streamlining
- Loan Operations
- Operational and Financial Reporting
- Policy Management
- Identifying Risks
- Implementing New Business Systems
- Microsoft Office Suite
- Process Improvement
- Records and Database Management
Additional Information
- Additional Information, Authorized to work in the US for any employer
Timeline
Business Execution Administrator
Wells Fargo Advisors
09.2019 - Current
Owner/Operator
Peridot
07.2009 - 10.2010
Customer Account Specialist
A. G. Edwards & Sons
11.1994 - 04.2005
Bachelor's Accounting -
Southern New Hampshire University
Interior Design and Marketing
Freed-Hardeman University
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