Tana MacPherson
Portland,OR
Summary
Highly-motivated individual with desire to take on new challenges. Strong work ethic, adaptability and exceptional interpersonal skills. Looking to bring my talents to a team in order to grow as a financial professional.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Representative
Northwestern Mutual
Portland
01.2023 - Current
- Serving clients by matching their needs and goals with financial guidance and support
- Conducts risk assessments for customers based on their individual circumstances
- Identify and evaluate customer needs for financial products and services.
Recruiting Coordinator
SalesFirst Recruiting
Portland
02.2021 - 12.2022
- Promoted to Senior coordinator after 2 months, before finishing my training
- Prospected 50 Candidates per day via LinkedIn
- Conducted Full cycle recruiting for Sales and Marketing Companies Nationwide with Phone screens, Interview Preps, Interview Debriefs, Resume Reviews.
Registered Behavior Technician
Kadiant
Sacramento
07.2020 - 10.2021
- Utilized Applied Behavior Analysis (ABA Therapy) to individuals diagnosed with Autism Spectrum Disorder in a 1:1 in home setting as well as in clinic
- Worked with 3 families per day, 15 hours per week per family
- Expanded social, behavioral, and daily life skills needed to enhance quality of life with a fun and playful environment for the children to learn and grow
- Methods of data collection included planned ignoring, positive/ negative reinforcement, motivational operations, Functional Behavior Assessments, Preference Assessments, etc
- Worked closely with parents and siblings of assigned clients, ready for any situation/behavior that came up in the child's natural environment
- Maximized different ways for the family to handle their child and helped them understand the reasons for behaviors.
Customer Service Associate (Barista)
Starbucks Coffee Co.
Sacramento
09.2017 - 04.2020
- Worked part time as a Barista while going to college full time.
Physical/Occupational/Speech Therapy Aide
Marquis Consonus
Mill Park
05.2018 - 08.2018
- Assisted therapy department at a post acute skilled nursing home during the summer.
Child Life Volunteer
UC Davis Medical Center
Sacramento
06.2015 - 11.2017
- Cared for patients/families dealing with a terminal illness/surgery with recreation therapy while in college.
Therapeutic Recreation and Child Life volunteer
Shriner's Children Hospital
Sacramento
06.2015 - 11.2017
- Enriched lives of burn and trauma victims with playroom recreational therapy while in college.
Education
Bachelor Degree - Psychology
CSU Sacramento
05.2020
Skills
- Selling Techniques
- Customer Service
- Financial Planning
- Retirement Planning
- Risk Management
- Life and Health Insurance
- Long Term Care Planning
Certification
- Health and Life Licensed
- Long Term Care and Annuity Licensed
- Adult/Child/Infant CPR & First Aid & AED, 07/17/22
- Amen Clinic Brain Health Coaching Certification, 2021
- Emergency Medical Technician, 2019
Activities
- Psi Chi - International Honors Society in Psychology, California State University, Sacramento
- Alpha Chi Omega National Fraternity, California State University, Sacramento
- Phi Theta Kappa National Honors Society, Sierra Community College
Accomplishments
- Psi Chi - International Honors Society in Psychology, California State University, Sacramento
Alpha Chi Omega National Fraternity, California State University, Sacramento
Phi Theta Kappa National Honors Society, Sierra Community College
Timeline
Financial Representative
Northwestern Mutual
01.2023 - Current
Recruiting Coordinator
SalesFirst Recruiting
02.2021 - 12.2022
Registered Behavior Technician
Kadiant
07.2020 - 10.2021
Physical/Occupational/Speech Therapy Aide
Marquis Consonus
05.2018 - 08.2018
Customer Service Associate (Barista)
Starbucks Coffee Co.
09.2017 - 04.2020
Child Life Volunteer
UC Davis Medical Center
06.2015 - 11.2017
Therapeutic Recreation and Child Life volunteer
Shriner's Children Hospital
06.2015 - 11.2017
Bachelor Degree - Psychology
CSU Sacramento
- Health and Life Licensed
- Long Term Care and Annuity Licensed
- Adult/Child/Infant CPR & First Aid & AED, 07/17/22
- Amen Clinic Brain Health Coaching Certification, 2021
- Emergency Medical Technician, 2019
Similar Profiles
Payton SmithPayton Smith
Financial Representative Intern at Northwestern MutualFinancial Representative Intern at Northwestern Mutual
Anna BraunAnna Braun
College Financial Representative at Northwestern MutualCollege Financial Representative at Northwestern Mutual
Mason RunnerMason Runner
Financial Advisor at Northwestern MutualFinancial Advisor at Northwestern Mutual