1. Angela M. Nelson
214 Colt Lane, Keller, TX 76248
Phone (817) 832-1416 a.nelsonalm@gmail.com
Administrative Professional with more than 20 years of experience. Excellent interpersonal &
communication skills with the following attributes and skills:
Ability to maintain confidentiality & high standards
Strong proficiency in Microsoft Office (Word, Excel, PowerPoint, etc)
United States Air Force, Veteran, Honorable Discharge
EDUCATION
ARKANSAS TECH UNIVERSITY- Russellville, Arkansas
BACHELOR of Professional Studies, Public Relations, 2014 (Emphasis on Business)
SKILLS
Word, Excel, PowerPoint, etc. Legal documents & Litigation processes
Records and Record Keeping Data entry and a multitude of data bases
Recruiting, & Training Developed/Distributed Reports & Charts
Strong Attention to Detail Interpret & validate legal documents
PROFFESSIONAL EXPERIENCE
FIDELITY INVESTMENTS- 08/2015 (Retroactive)-PRESENT
Financial Associate I- Advisor
Provide customer service to inbound callers in regard to retirement benefit plans throughout the lifecycle
of their employment
Utilized consultative techniques and effective questioning to uncover unspoken customer needs
Assist with financial and products and services in regard to retirement plans
Referenced multiple online resources in order to educate customers, including stock market and
investments
Adhering to quality and risk procedures while compiling feedback from customers
Consult and educate customers to take ownership of their needs and maximize their retirement benefits
VERITUDE- 07/2015-12/2016 (Retroactive to 08/2016)
Fidelity Investments, Financial Associate
Provide customer service to inbound callers in regard to retirement benefits
Educate participants in maximizing benefits with 401(k)
Utilize multiple resources while service customer accounts
2. ADECCO- 11/2014-07/2015
Thomson-Reuters, Event Coordinator 5/3/2015-5/8/2015
Met venue staff ahead of time and coordinate needs accordingly.
Act as Registrar, getting attendees registered and signed up for additional certifications.
Distributed course materials, evaluations, etc. and returning materials company.
Regular and daily contact with company, working independently.
Worked with speakers to ensure they have what they need for proper presentations.
Alcon/Novartis, Administrative Assistant, 12/2014-4/2015
Microsoft Excel: Creating & editing spreadsheets for use in projects & assessments.
Utilizing Excel for record keeping, tracking, & reconciling Quality & Compliance documentation.
Microsoft Word: Creating & editing documents, Mail merge, etc.
Communications by phone, email & instant messenger to ensure compliance by International
Affiliates.
Ensure compliance, deadlines, process & protocol of Field Action Assessments.
U-HAUL COMPANY
Storage Operations Manager (Marketing Company Level), General Manager, Asst Manager
02/2007 to 10/2014
■ Coordinated & managed all Lien Seize and Sale procedures/auctions, including financial negotiations with
contracted customers.
■ Generated legal notices, initializing damage claims & setting up group claims. Ensured all legal guidelines
(Chapter 59) were strictly followed.
■ Worked closely with adjusters and upper management to manage insurance claim issues.
■ Direct contact with customers when dealing with complaints and problems. Responsible for conflict
resolution within functional areas.
■ Monitored storage operations at more than 17 self-storage centers ensuring a center was on program while
following policies & procedures. Also, managed & inspected locations to ensure compliance.
■ Produced reports to Marketing Company Manager including analysis of Occupancy, Delinquency, &
Services offered, Charges & Discounts. Reporting status of goals in comparison to other districts. Profit &
Loss Statements: trends & expense habits.
■ Monitored Local, District, & company-wide goals while ensuring stores were on track for attaining those
goals. Informed results to corporate management & other districts.
■ Managed personnel functions, schedules, timecards, & payroll (within budget restrictions). Recruited,
coached, counseled, & trained personal under supervision. Resolved employee issues including suspensions
and terminations.
■ Point of Sale, displays, merchandising, personal selling and collections. Loss prevention policies and
techniques, identifying potential risks in customer relations, security, & security relations.