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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
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.

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Angela Nelson. admin16

  • 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.