To be considered for the position of Treasure until the next election in 2024.
Overview
30
30
years of professional experience
Work History
Cashier
Walmart
06.2018 - Current
Operated cash register for cash, check, and credit card transactions with excellent accuracy levels.
Monitored self-checkout systems and provided help in resolving complex problems.
Greeted customers entering store and responded promptly to customer needs.
Sales Associate
Walmart
02.2006 - 06.2018
Organized racks and shelves to maintain store visual appeal, engage customers, and promote specific merchandise.
Helped customers locate products and checked store system for merchandise at other sites.
Prepared merchandise for sales floor by pricing or tagging.
Rotated stock and restocked shelves to maintain product availability and store appearance.
Listened to customer needs and desires to identify and recommend optimal products.
Cash Office Associate
Walmart
10.2005 - 02.2006
Balanced safe, prepared tills, and prepared register bags for next sales date.
Prepared bank deposits and corporate cash shipments.
Sorted and counted coin and currency to make change for associates.
Performed daily cash reconciliations to determine accuracy of financial reports.
Investigated financial inconsistencies to solve discrepancies and reported to manager.
Training Coordinator
Walmart
03.2005 - 10.2005
Performed Personnel duties required for opening a new store including reviewing applications, interviewing applicants and orientating new hires.
Assisted associates with Personnel issues.
Processed and dispensed paychecks.
Registered General Securities Principle
Standard Investment Services - Discount
12.1998 - 07.2000
Discussed financial options with clients and provided informed suggestions.
Prepared contracts and related documentation according to strict standards.
Placed stock and bond trades.
Assisted with training of new stockbrokers.
Registered General Securities Principle
Standard Investment Services - Retail
06.1998 - 12.1998
Preformed all accounting procedures for the retail division including daily reviews of various financial reports and the production of daily reconciliations for six corporate accounts.
Preformed money movement between accounts and all internal aspects of IRA's.
Assisted with our Dreyfus Money Market program.
Designed, developed and implemented company policies and procedures in regards to accounting that were necessary as a result of our conversion with ABN Ammro.
Operations Specialist
Standard Brokerage
05.1996 - 06.1998
Performed back office duties for the Mutual Fund division including taking mutual fund trades and solving and/or correcting trade problems.
Preformed all accounting for this division including daily reconciliations and the issuing and tracking of checks.
Was liaison to our annuity companies.
Financial Advisor
Western Southern Life Insurance
02.1994 - 03.1996
Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
Education
BBA - Finance
University of Michigan - Dearborn
Dearborn, MI
12.1993
Skills
SECURITIES: Registered General Securities Principle (series 24 & 63)