Rebecca Beagley has over 20 years of experience in customer service, sales, clerical work, and financial services. She holds FINRA Series 7, 63, and 66 licenses. Her previous roles include retirement relationship manager at Fidelity Investments where she was responsible for over 1100 client accounts, accounts payable specialist, and auditor for 18 stores where she increased sales by 25%. She has a Bachelor's degree in financial planning from the University of Utah.

1. REBECCA BEAGLEY
Home: 801-341-8797 Cell: 801-633-6160 Email: rebecca8381@comcast.net
1572 N. 1400 E. Lehi, Utah 84043
Summary of Qualifications
 FINRA Series 7, 63, 66 Licenses.
 20 years customer service, clerical and sales skills.
 Proven ability to work well on a team and individually and with diverse populations.
 Experienced in financial planning, management, sales, financial analysis, payroll, clerical duties, conflict
resolution, critical thinking, decision making, persuasion, speaking, presentations and social
perceptiveness. 4 years call center phone skills.
Skills
Microsoft Office Multi-Tasking Leadership Management
Critical Thinking Speaking Problem Solving Writing
Call Center Phones Payroll-People soft Clerical duties Active Listening
Professional Experience
Fidelity Investments, Salt Lake City, Utah July 2011 to December 2014
Retirement Relationship Manager
Initiated and received calls from 401k participants of value over 250k to set up retirement plans and account
maintenance. Responsible for a book of clients numbering 1100. Processed trades for mutual funds, Stocks and
bonds on accounts. 3 Excellence in Action award for being #1 and #12 in the country for new accounts moved to
Fidelity. Investment consultant for IRA accounts also. Register Representative October of 2011
Yellow Roadway Corporation Salt Lake City, Utah June 1996 to July 2011
Office, clerical staff
Managed and coordinated freight and booth setup and removal at Salt Palace. Worked closely with and went on
sales calls with Sales Representatives to be liaison for high volume clients directly responsible for 250% growth
in awarded bids. Processed payroll for over 350 employees. Resolved several conflicts between employees and
management as third party mediator. Processed all damaged and lost freight to return and reship. Responsible for
collection on 500+ accounts. I was energetic in this role and achieved a 95% collection rate. I received over 20
Quality Hero awards for outstanding customer service and excellent job performance accommodations.
Parks Sportsman Orem, Utah October 1994 to June 1996
Accounts Payable Specialist
Responsible for payment on over 500 invoices per month. Received several accommodations for saving company
money from over billing.
Circle K Corp. Missoula, Montana August 1986 to February 1993
Auditor
Auditor for eighteen stores in State of Montana. Supervised eight store employees and increased store sales by
25%. Two awards for store manager of the month. Award for outstanding inventory control. Received two awards
for Assistant Store Manager of the month.
Education
Bachelors of Science, Certified Financial Planner Program, University of Utah, Salt Lake City, Utah