• Participated in data collection and evaluation for insurance purposes
• Analyzed and balanced various accounts
• Organized and updated records
• Provided great customer services for guests at the teller window
CenterPoint Financial Group serves a select group of clients by orchestrating all aspects of their financial affairs. Our lifelong commitment is to continuously strive to help our clients meet their desires and aspirations. We strive to provide this through our own industry knowledge and in partnership with other professionals.
Advisor Services offered through ORG Partners d/b/a CenterPoint Financial Group. ORG Partners, LLC is a federally registered investment adviser under the Investment Advisers Act of 1940. Registration as an investment adviser does not imply a certain level of skill or training. The oral and written communications of an adviser provide you with information about which you determine to hire or retain an adviser. For more information please visit: https://adviserinfo.sec.gov/ and search for our firm name.
Leadership of marketing team and marketing programs for thirteen metro Des Moines locations for individual and commercial business. Also created marketing programs for Investment and Insurance divisions. Duties included: strategic development of marketing campaigns to generate specified results for bottom line impact; product development, pricing and promotion; account development; web design; media purchasing; publicity generation and press release writing; point of sale development; pricing strategy management with management team; and external signage design and purchase.