Christie Eckerle

Full CV / Resume

SUMMARY OF QUALIFICATIONS
• Passed FINRA exams Series 7 and Series 66.
• Certified Notary of the Public
• Strong organizational, time management, and problem solving skills.
• Very flexible learner who adapts quickly to new situations and enjoys a challenge.
• Strong analytical skills, and capable of assessing conditions and implementing an appropriate intervention.
• Experienced in establishing and maintaining quality working relationships with individuals of diverse ages, cultures, and backgrounds.
• Proficient with Microsoft Windows, Excel, and PowerPoint.
• Experienced with a of financial customer relation and management systems.
• Well-developed leadership, interpersonal, planning and communication skills.
EXPERIENCE
3/1/2015 TO CURRENT
Purpose Planning [Colorado Springs, CO]
OFFICE MANAGER, BUSINESS DEVELOPER, AND CLIENT SERVICE COORDINATOR
• Help in business development by maximizing office efficiencies, building workflows to enhance time management, and implementing new procedures office-wide.
• Pay all bills and do payroll for the business using Quickbooks.
• Attend many managerial training courses to become the most efficient leader I can be.
• Meet with a business coach monthly to discuss business planning and best practices, as well as expand my managerial skills.
• Delegate workloads and projects to staff members
• Assist the owner/CEO on tasks and plans for the expanding the business.
• Manage150 clients’ s and maintenance in a variety of ways, including making trades and distributions.
• Built an HR Manual for the company to rely on office-wide
• Help maintain books and records
• Process paperwork and transact business with a large of vendors for all types of s, including brokerage, mutual funds, advisory/managed, retirement, 401k’s and other employee sponsored plans, annuities, alternative investments, REITs, and trusts, as well as Financial Plans.
• Handle projects involving RMDs, cost basis, and business analysis.
• Maintain excellent relationships with clients and associates.
• Utilize my personal skills to help refer clients and grow the business as a whole.
3/1/2013 TO 2/13/2015
Capital Guardian LLC [Charlotte, NC]
RELATIONSHIP MANAGER, ADVISORY SERVICES ASSOCIATE, AND REGISTERED ASSISTANT
• Managed client s, investments, wires/distributions, and overall financial maintenance.
• Created client retention strategies for existing customer base and for new customers.
• Ensured that the plan was consistently aligned with client objectives and interests in order to exceed the client’s expectations.
• Established a wide variety of s, including estates, trusts, retirement, and many more.
• Executed follow up information and procedures.
• Generated and maintained a variety of monthly reports and spreadsheets for the Broker Dealer.
• Assisted in filing and processing reimbursement reports for advisers across the country.
• Contributed to marketing and event planning strategies for advisers to appeal to the public and cliene base.
• Arrange national travel, including airfare, car service and ho to client meetings, conferences, and research trips.
6/1/2010 TO 12/1/2010
Medical Management Solutions [Tarrytown, NY]
OFFICE ADMINISTRATOR
• Overlooked and performed entry-level finance, ing, and fiscal control functions.
• Developed customer service skills needed to provide excellent customer satisfaction.
• Responsible for logging all payments received for 30+ practices, assisted CEO with projects, filed insurance claims, followed up on claims with insurance companies, maintained spreadsheets, data entry, answered s, and scanned documents.
EDUCATION
[2009-2013] University of North Carolina at Charlotte [Charlotte, NC]
BACHELOR’S IN FINANCE
• Additional concentration in Finance
• Multiple courses and experience in ing
• Dean’s list member