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Dorothy S (#13695)

Profile Contents

Dorothy S - Finance Writer

Star Rating 3 Stars
Last Login 10/19/2016
Location Green Bay, WI
Education Masters Degree

Summary of Finance Experience

During her tenure at the office of a financial planner, she was responsible for re-organizing the files of the financial planner. The files needed to be completely gone through in order to meet the industry requirements for compliance. Once the files were organized and an audit by an industry person confirmed the files met with compliance standards, she compiled an office manual that gave instructions on how the individual files were to be organized, how the files were to be grouped in the filing cabinets, as well as other duties pertaining to the position of office manager for the financial planner.