Sara T Jankowski
Cedar Lake,IN
Summary
Dynamic professional with multiple financial licenses and a proven track record in delivering impactful results. Strong communication skills facilitate effective collaboration and client engagement. Committed to leveraging expertise to drive success in challenging environments.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Behavioral Health Technician
Midwest Center for Youth and Families
02.2025 - Current
- Assisted in implementing individualized treatment plans for patients under supervision.
- Monitored patient behaviors and documented observations accurately in medical records.
- Collaborated with healthcare professionals to support therapeutic activities and interventions.
- Educated patients on coping strategies and self-care techniques to improve mental health outcomes.
Field Manager
At Home By Choice
01.2024 - 02.2025
- Oversaw field operations, ensuring efficient workflow and adherence to safety protocols.
- Developed training programs to enhance team performance and operational efficiency.
- Implemented process improvements that increased productivity and reduced downtime.
- Managed resource allocation for multiple projects, optimizing labor and material use.
- Coordinated communication between field teams and upper management to streamline operations.
- Performed quality control inspections on phases of field operations.
Registered Client Service Associate
Stifel
03.2017 - 12.2023
- Supported three financial advisors in managing client relationships and inquiries.
- Answered phone calls and assisted clients with their financial needs.
- Executed trade entries efficiently as part of support staff responsibilities.
- Conducted client seminars to educate attendees on investment strategies.
Financial Associate
City Securities
04.2016 - 03.2017
- Supported three financial advisors by delivering timely and relevant assistance.
- Researched finance topics to ensure thorough preparation for FINRA examinations.
Stay at home mom/homemaker
06.2013 - 04.2016
Legal Assistant
Unterberg and Associates
05.2001 - 06.2013
- Facilitated support for seven attorneys by preparing numerous legal documents.
- Engaged with clients during all stages of their legal experiences.
- Collaborated closely with attorneys to streamline document handling and client interactions.
Education
Some College - Elementary Education
Purdue-Calumet
Hammond, IN05.2011
High School Diploma - undefined
Griffith High School
Griffith, IN06.1999
Skills
- Account management in insurance
- Legal documentation and research
- Expertise in presentations
- Financial planning and analysis
- Methodical research techniques
- Research
Certification
- Series 7 October 2016 to Present
- Series 66 August 2017 to Present
- Life & Health Insurance License March 2018 to Present
- Insurance Producer License March 2018 to Present
CUST
Authorized to work in the US for any employer
Timeline
Behavioral Health Technician
Midwest Center for Youth and Families
02.2025 - Current
Field Manager
At Home By Choice
01.2024 - 02.2025
Registered Client Service Associate
Stifel
03.2017 - 12.2023
Financial Associate
City Securities
04.2016 - 03.2017
Stay at home mom/homemaker
06.2013 - 04.2016
Legal Assistant
Unterberg and Associates
05.2001 - 06.2013
Some College - Elementary Education
Purdue-Calumet
High School Diploma - undefined
Griffith High School
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