Shawna Anderson
Oklahoma
Summary
Highly dedicated and experienced financial professional ready to meet the demands of exceptional client service and financial planning. Demonstrated expertise in providing personalized investment solutions and ensuring compliance with regulatory requirements. Recognized as a dependable team player, known for adaptability and achieving results in dynamic environments. Proven skills in market analysis and effective communication, coupled with a strong commitment to delivering excellent customer service. Friendly and professional demeanor, able to motivate and cultivate strong relationships with diverse demographics. Possessing strong critical thinking and analytical skills, consistently striving for optimal outcomes.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Registered Representative
Allstate Financial
12.2018 - Current
- I have acquired various skills working in the field which includes a wealth of knowledge about the financial industry, pro-folio management, marketing my own business, forming relationships with other businesses, and providing quality services to individual/groups/businesses
Voluntary Assistant Track Coach
University of Oklahoma
08.2016 - 01.2019
Registered Representative
Principal Financial
05.2018 - 12.2018
Registered Representative
Foresters Financial
11.2016 - 05.2018
Consumer Recovery Specialist (Psychiatric)
Griffin Hospital
05.2015 - 05.2016
- Use computers for various applications (database management, training staff).
- Complete forms in accordance with hospital guidelines.
- Maintain scheduling and event calendars for patient daily living activities.
- Conduct rounds to monitor behaviors and medication.
- Provide social interaction with patients to promote mental focus and emotional regulation.
- Coordinate care with charge nurse
Human Relations-Graduate Teaching Assistant
University of Oklahoma
09.2014 - 05.2015
- Teach large undergraduate level courses.
- Lead discussion sessions, tutorials, or laboratory sections.
- Meet with professors to discuss students' grades; evaluate and grade examinations, assignments, or papers.
- Prepare and proctor examinations.
- Schedule and maintain regular office hours to meet with students.
- Provide assistance to faculty members or staff with laboratory or field research.
Sales
The Heller Group
06.2014 - 08.2014
- Use computer system for various applications (e.g. database management or word processing).
- Call prospective customers, operating telecommunications technologies.
- Influence customers to buy services and merchandise.
- Work with team to achieve performance goals.
- Provide customer service.
- Complete forms in accordance with company procedures.
Intern
Career Athletes
03.2014 - 05.2014
- Company Overview: University of Oklahoma Internship
- Online branding
- In-service training
- Membership recruitment for Career Athletes
- Marketing
- University of Oklahoma Internship
Education
Master of Arts - Human Relations
University of Oklahoma
Norman, Oklahoma05.2015
Bachelor of Arts - Human Relations
University of Oklahoma
Norman, Oklahoma05.2013
Associate degree - Psychology
South Plains College
Levelland, Texas05.2010
Skills
- Customer service and support
- Customer engagement
- Relationship building
- Goal-oriented mindset
- Strong analytical skills
- Investment strategy development
- Retirement planning expertise
- Insurance solutions
- Client relationship building
- Staff training
Awards And Acknowledgements
- Vice President of the Urban League Young Professionals
- Ambassador for the OKC Black Chamber
- University of Oklahoma - All American (100m, 4x100m)
- World Junior Games Silver Medalist Track Scholarship (100m, 4x100) 2008
- Dean’s Academic Award
Certification
- Licensed
Life and Health insurance.
Securities license - series 6, 7 & 63.
Timeline
Registered Representative
Allstate Financial
12.2018 - Current
Registered Representative
Principal Financial
05.2018 - 12.2018
Registered Representative
Foresters Financial
11.2016 - 05.2018
Voluntary Assistant Track Coach
University of Oklahoma
08.2016 - 01.2019
Consumer Recovery Specialist (Psychiatric)
Griffin Hospital
05.2015 - 05.2016
Human Relations-Graduate Teaching Assistant
University of Oklahoma
09.2014 - 05.2015
Sales
The Heller Group
06.2014 - 08.2014
Intern
Career Athletes
03.2014 - 05.2014
Bachelor of Arts - Human Relations
University of Oklahoma
Associate degree - Psychology
South Plains College
Master of Arts - Human Relations
University of Oklahoma
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