Since 2013, Bonnie Laura Romano has been working in Mindful Asset Planning. Bonnie Laura Romano is a high-skilled Client Service Manager with over 25 years of work experience. According to Bonnie's CV and work profile, the professional has worked at more than 12 companies with numerous backgrounds and gained various skills. Bonnie attended school at the Walden University from 2007 to 2010. This person has professional certification as Series 6 & 63 and Finra/Sec and this expert has studied Spanish. Bonnie can be found in Lakeville, Minnesota – where this expert is currently located. You can search for the person's email address and phone. We can also provide you detailed contact information upon request.
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Bonny Romano
Contact Information
Workplace
Colleagues
Work History
Business Owner
Empowering small businesses by developing successful business plans and addressing individual business needs
Developing budgets and forecasting
addressing accounting issues
R&D
Risk Man...
May 2010 — Nov 2013
Wealth Advisor Services, Pm
7700 France Ave south SUITE 430, Minneapolis, MN 55435
On-boarding Registered Investment Advisors through development and implementation of operational and marketing processes
Advisor training, redesigning the advisor company manual, addressin...
Apr 2013 — Jul 2013
Contracted Business and Computer Teacher
Temporary Instructor to Junior High and High School students: Business Law
Managerial Accounting
Advanced Business Studies, Economics
Computer Technology and Typing I & II
Curriculum de...
Jul 2012 — Oct 2012
Financial Advisor
6300 Lamar Ave, Mission, KS 66202
Registered Representative (Series 6 & 63 Licensed, Life/Accident/Health Insurance License)
Maintained 3.5 million dollars of client assets (knowledgeable of general and specialized investm...
Oct 2010 — Jul 2012
Office Manager
Established trusting relationships with skeptical clientele allowing the campus to be profitable during the first year of operation; Responsible for all Financial Aspects of the office, Sche...
May 2006 — Sep 2007
Educator
5905 O Street Rd, Lincoln, NE 68528
Assisted in the Development and Implementation of specialized curriculum for students with Deaf and Special Education needs
Partnered in the acquisition of literacy and math skills of “at-...
Sep 2004 — Apr 2005
Chapter President and Treasurer
2119 Ambassador Cir, Lancaster, PA 17603
Drove chapter membership from 5 to 27 in the first semester of presidency and from 27 to 78 in the second semester
Developed and Managed the Chapter Budget, Policies and Procedures, Chapte...
Jan 1999 — Jan 2003
Academic Tutor
1400 R Street Cir, Lincoln, NE 68528
Developed curriculum and lead a small group of University students in American Sign Language (ASL) for a period of 10 weeks; Worked closely with University athletes in the areas of History, ...
May 2001 — Jan 2003
Lead Generator
Assisted in the increase of total business revenue by 17% within first year
Incorporated a company client database system, improving overall company efficiency and effectiveness
Provided ...
Jan 2001 — Jul 2002
Reader's Service Representative
120 west Harvest Dr, Lincoln, NE 68521
Maintained company database by surveying readers and advertisers in the field of technology
Addressed and recorded wants and uses of our publication then reported findings to HQ
Accountab...
May 1999 — Jan 2001
Customer Service Representative
High level Customer Service, Cashiering, Inventory
Display and Signage of Promotional items
Organization of the Sales Floor
May 1996 — May 1998
Education
2007 — 2010
1999 — 2004
1998 — 1999
1996 — 1998
Occupations
Sales Specialist
Client Manager
Service Manager
Professor
Training and Coaching Professional
Executive
Owner
Client Service Officer
Customer Service
Service Operations Expert
Operations Manager
Professional Development Teacher
Chief Executive
Skills
Management
Customer Service
Training
Budgets
Human Resources
Project Management
Sales
Leadership
Fundraising
Public Speaking
Coaching
Office Management
Financial Analysis
Series 63
Microsoft Office
Time Management
Series 6
Mba
Operations Management
Investment Management
Financial Planning
Education
Executive Administrative Assistance
80 Wpm
Business Analysis
Business Intelligence
Microsoft Outlook
Powerpoint
Quickbooks
Microsoft Excel
Sap
Company Newsletters
Docusign
Coordinating Schedules
Junxure
Laser Applications
Constant Contact
Morningstar
Remote Access
Send Out Cards
Fedex
Life/Accident/Health Insurance Licensed
8369 With 100% Accuracy Dean
Crm Databases
FAQs about Bonnie Laura Romano
What is the main profession of Bonnie Laura Romano?
The expert is a Senior Client Service Coordinator.
What are the profession of This professional?
These person's professions are Sales Specialist and Client Manager
Where is Bonnie Laura Romano located?
The expert is located in Lakeville, Minnesota.
How many companies did Bonnie Laura Romano work at?
The professional worked at 12 jobs.
Where has Bonnie Laura Romano studied?
Bonnie studied at the Walden University from 2007 to 2010.
Are there any professional certifications, that Bonnie Laura Romano has?
The professional received the following certifications: Series 6 & 63 and Finra/Sec.
What languages does Bonnie Laura Romano speak?
Bonnie Laura Romano speaks Spanish.
Are there any industries, that Bonnie Laura Romano works in?
Bonnie works in Professional Training & Coaching industry.