This document provides a summary of Tara S. McDonald's qualifications and experience. She has a Masters degree in sociology and education, as well as various financial industry licenses. Her experience includes over 15 years of community organization, nonprofit work, writing, and public speaking. She has worked in financial advising and planning roles for several firms since 2012.

1. TARA S. MCDONALD
51 Little Bend Lane, Brevard, NC 28712
downstreamflow@yahoo.com
828-577-1725
SUMMARY  Masters degree in sociology & education
 Series 7 & 63 licensed; Life & Health licensed
 6 years, annual conference planning & nonprofit Boards of Directors
 8 years, nonprofit leadership event planning
 12 years, editing, writing, public speaking
 15 years, community organization & development
 A lifetime of public speaking since age 14
 The southeast’s only Partnership Model consultant
 Trained in Non-Violent Communication; Formal Consensus
Decision Making; Cooperative Learning; VOICES for
Economic Justice & A Living Wage; Anti-Racism & Diversity
Education
FINANCIAL
INDUSTRY
EXPERIENCE
Prudential Advisors/Pruco Securities Brevard, NC
Financial Advisor, 2016-present
Relationship-based financial services provider; Commissioned sales
AIG Financial Network/SagePoint Financial Brevard, NC
Registered Representative, 2015-2015
Commissioned sales representative; Small business solutions, key person, payroll
deduction, etc; Securities broker; Volunteer coaching and support for colleagues
sitting for securities exams and new to brokerage business; In top 20 in sales for
regional agency spanning Nashville, TN to Hickory, NC; Service to largest book of
business in WNC, territory from some of east TN to Hickory and upstate SC;
Report to AIG regional agency that's 5th
in the nation
LPL Financial Brevard, NC
Broker & Broker's Assistant, 2014-2015
Salaried administrative support for $108 million book of business of over 450
households; First line of response to client concerns, needs, & questions; Placing
trades, systematic trade setups, developing proposals, paperwork prep; Handled
RMDs, cost basis research, ACATs, & other operations paperwork for Ty Hendrix
Investment Management while managing money for a handful of my own clients
Cetera Advisor Networks Brevard, NC
Investment & Insurance Professional, 2013-2014
ObtainedSeries63RegisteredRepresentativelicenseandNCLife& HealthInsurance
licenseworkingwithBrian&JimFortune in apprenticeship-likesetting atTax-Deferred
Services
Edward Jones Brevard, NC
Financial Advisor Trainee, 2012-2013
ObtainedSeries7 license; Face-to-facedoorknocking;AttendedKnowYourCustomer
classatSt.Louisheadquarters;Exceededexpectationsonfirstcontactprospectingratios
andindiscovering clientfundsavailable;trainedwithNickBearden

2. ADDITIONAL
EXPERIENCE
2000-2012 CoachWrite Editing & Writing Sylva & Brevard, NC
Business Owner
Proofreading, editing, & creative development; Formatted instructional design
modules for the Federal Energy Management Program and Intel
Corporation; Designed posters, ad kit, & promotionals for The Charlie
Daniels Band and Dwight Yoakam; Developed simple websites for
authors and small business owners; Wrote mountain lifestyle & tourism
articles, news releases, advertisements; Arranged media & public relations
events; Occasionally supervised 4 subcontractors; Did my own P&L, cash flow,
and taxes
2000-2006 Southwestern Community College Sylva, NC
Learning Consultant & Adjunct Instructor
Evening Coordinator of Learning Assistance Center; Tutored all academic
areas; Coached students to develop their writing ability; Taught academic
research methods and reference citation; One-on-one with adult students
of all ages and abilities, including many special education students
(especially Fetal Alcohol Syndrome, recovering meth addicts, ADHD,
etc); Computer skills instruction, software tutoring, and tech troubleshooting;
Helped older students learn to use email, internet, and online classrooms;
Taught Intro to Sociology 210, Intro to World Religions 110, and
College Success & Study Skills 115 with traditional & non-traditional
age students, including distance ed ITV courses with dual-enrolled high
school students; Completed Cooperative Learning training; Led
Multicultural Diversity workshops for students and staff
EDUCATION MAEd Cullowhee, NC Western Carolina University
Multi-Disciplinary Studies
Sociology, Anthropology, Education
Graduate Paper: The Effects of Social Capital on Quality of Life
CTP Graduate www.coachinc.com Coach University
2 year Coach Training Program
Communication, Life Skills, & Business Consulting
Bachelors of Arts Hartsville, SC Coker College
Sociology Major
Concentration in Education
ATTRIBUTES Innovation, Problem solving, Inspiring others, Connecting people & resources,
Authenticity, Gregarious, Genuine interest in learning and improving, Seeing
the best in people, Values-based, Building bridges
HONORS Who's Who of the National Association of Professional Women
Cambridge Who's Who Among Executives, Professionals, & Entrepreneurs
Pi Gamma Mu International Social Sciences Honor Society
Kappa Delta Pi Education Honor Society
2nd & 3rd place, 2009 Business Plan Writing Competition, Transylvania Chamber
REFERENCES Available upon request