••••• F. •••••
Chehalis, WA •••••
WASHINGTON STATE UNIVERSITY, Pullman, WA ••••• Graduate
Business Administration Bachelor of Arts Degree
Finance and Management Double Emphasis
••••• FAMILY LIMITED PARTNERSHIP Chehalis, WA (Jun ••••• -Present) Assisted in the operation of my familys forest management business. Contributed to specific job production, planning, scheduling, and organizing.
MORGAN STANLEY, Chehalis, WA (April, ••••• - April, •••••)
Fielded questions and advised retail clients concerning their financial affairs within the various securities markets i.e. stocks, bonds, mutual funds and money markets. Assisted Financial Advisors with research and the selection of specific equity and fixed income products for clients. Prospected and assisted businesses with setting up employee retirement plans. Facilitated accounts set-up and maintenance. Developed and managed a book of business in addition to assisting other Financial Advisors.
SECURITY STATE BANK, Chehalis, WA (September, ••••• March, •••••)
Credit Analyst-spread financial statements. Coordinated and reviewed real estate and agricultural appraisals. Performed flooring verifications and worked with lenders to provide dealer support. Executed collection activity with delinquent borrowers to obtain late payments. Liquidated repossessed collateral for the bank. Management Trainee Learned how all departments function and inter-relate. Developed supervisory skills, assisted in staff counseling , training, scheduling, interviewing, and evaluating. Processed consumer and real estate loans.
BENEFICIAL FINANCE INC., Olympia, WA (July, ••••• - August, •••••)
Branch Rep that solicited consumer loans. Provided customer service to branch customers. Also collected on delinquent loans at various stages daily for the branch. Documented details of each phone call on a computer system.
Chehalis Activators Member (Treasurer) (••••• present)
Toastmasters International (July ••••• Present)