Kimberly Ann Scheet

11718 Carmel Creek Rd, San Diego, CA 92130

Financial Services

Independent Financial Group LLC - San Diego California since Jul 2011
Supervisor Registration & Insurance
LPL Financial - San Diego California Mar 2011 - Jul 2011
Operations Specialist, LPL Insurance Associates
LPL Financial Aug 2009 - May 2011
Commission Service Representative
LPL Financial Mar 1995 - Mar 2009
Director Registration Services

Administrative Assistance
Team Building
Sec
High Net Worth
Equipment Maintenance
Insurance
Vendors
Training and Development
Data Entry
Wealth Management Services
Cost
Iras
Articulate Communicator
Allocating
System Upgrades
Adjustments
Finance
Federal Regulations
Serving
Introducing
Work Ethic
Separately Managed Accounts
Cross Functional Team Leadership
Legal
Organizational Structure
Regulatory Agencies
Management
Financial Statements
Real Estate License
Broker Dealer
Calls
Resume
People Skills
Commissioned Art
Hedge Funds
Investment Management
Hiring
Carriers
Clearing
Leadership
Resolve
Initiation
Office Equipment
Pressing
Boston
Counting
Sdlc
Personal Development
Workflow
Impeccable Interpersonal
Bonds
Financial Planning
Quotes
Volunteering
Customer Satisfaction
System
Business Services
Charges
Smsc
Corporate Communications
Software Documentation
Build Relationships
Team Leadership
Document Imaging
Data Processing
Key Metrics
Reports
Life Insurance
Finra
Qualified Retirement Plans
Risk Management
Testing
Training
Financial Institutions
Customer Service
Long Term Care
Disability Insurance
Lam
Bonuses
401K Rollovers
Documentation
Project Management
Reporting
Call Centers
Options
Organizational Skills
Analysis
Corporate Risk
Equity Trading
Estate Planning
Pensions
Renewals
Fixed Income
Yahoo
Instrumental
Qualified Retirement
Evaluations
Business Expansion
Office Management
Business Analysis
Schedules
Retirement Plan Consulting
Licensing
Operations
Regulatory Audits
Dealers
Goal Setting
Unmatched Work Eithic
Information Flow
Checks
Time Management
Data Logging
Distribution Center Operations
Contractual Agreements
Training Programs
Etfs
Separately Managed
Compensation
Paper
Internal Audit
Policies and Procedures
Financial Planners
Efficiencies
Collaborating
Hands on Leader
Forms
Insightful
Variable Annuities
Process Improvement
San Diego
Financial Services
Oracle
Wealth Management
Compliance
Building Relationships
Strengthening
High Net Worth Individuals
Relationship Building
Investment Strategies
Notary Public
Executive Relations
Registration Services
Onboarding
Versatile
Elder Care
Problem Solving
Retirement Plan
Series 65
Recruiting
Securities
Managing Workflow
Databases

Human Rights
Children
Health

English

San Diego, CA