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Dynamic professional seeking full-time employment with a reputable organization, eager to leverage strong customer service and administrative skills. Proven ability to enhance client satisfaction and streamline operations, contributing to overall organizational success. Committed to fostering positive relationships and delivering exceptional support in fast-paced environments. Prepared to bring dedication and a proactive approach to a team-oriented setting.

Technical product management professional with proven ability to lead product development from concept to launch. Skilled in roadmap planning, stakeholder communication, and agile methodologies. Strong focus on team collaboration, driving results, and adapting to changing needs. Adept at leveraging data analysis, user feedback, and market trends to deliver impactful solutions.

Accomplished National Accounts Manager offering 20 years of experience developing and maximizing qualified retirement plan sales. Diligent in building and growing distribution relationships with broker-dealers, RIAs and consulting firms. Expertise in business development and executing marketing strategies to drive growth. Successful record of meeting and exceeding sales and revenue goals.

Investment-focused financial professional with experience supporting retirement planning and investment recommendations for 150+ clients representing approximately $70M in assets. Strong background in investment analysis, portfolio support, and client relationship management, with the ability to clearly explain complex investment and insurance products in a regulated environment.

Accomplished Musical Director and 8th Grade Reading Teacher with a track record of delivering high-quality artistic experiences and promoting literacy. Committed to inspiring students and enhancing educational environments through creativity and leadership.

Analytical professional with technical knowledge and critical thinking skills to thrive in data-driven environments. Tackles challenges with positivity and drive to overcome them. Works great alone or with others and consistently exceeds expectations.

A motivated and dependable woman with invaluable experience competing within two highly competitive Division I field hockey programs. A leader and strong communicator, bringing the discipline, teamwork, and strategic understanding gained from competing on two national championship teams and four ACC championship teams. Known as a self-starter with a strong work ethic, I utilize my diverse playing background and championship-level training environments to mentor athletes, build positive team culture, and contribute to program success.

Dynamic administrative professional with 25 years of expertise in Sage Accounting Software, adept at enhancing operational efficiency and ensuring compliance. At Anchors Aweigh, Inc., I streamlined bookkeeping processes, improved vendor management, and elevated customer satisfaction through effective communication and problem-solving skills. Proven track record in financial reporting and tax preparation.

Dedicated and organized business school student with experience in wealth management and financial advice. Outstanding relationship-building and problem-solving skills, and driven to exceed expectations and operate effectively in fast-paced, high-pressure environments.

Dynamic finance professional with experience at Inevst4EDU, excelling in financial reporting and analysis. Proven ability to identify investment opportunities and enhance client portfolios through advanced data analysis and strong interpersonal skills. Proficient in Excel and scenario modeling, driving impactful decision-making and stakeholder engagement.

Anna Keuffel

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Wealth Management Intern

Volunteer

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Bachelor of Arts - Economics

High School Diploma -

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Wealth Management Intern

Volunteer

Bachelor of Arts - Economics

High School Diploma -

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