Darci Depweg
Holistic Doula and Herbalist
- Role
- Independent Va to Advisors at Dynamic Advisor Solutions
- Location
- Butte, MT, US
- LinkedIn followers
- 500 followers
About Darci Depweg
I am finding that advisors have a need for operational support but may not want or have the time to go through the process of hiring and training employees. Hiring a Virtual Assistant is something to consider, Having been involved in the financial industry since 2001, I have utilized numerous platforms. I service those needing customer service and/or operational support, projects as needed and consulting. Much of my experience is in the financial industry; client services, Morningstar Reports, custodial paperwork and processing and many other duties as assigned. To include Trusts, individual, IRA accounts as well as the area of alternative investments within IRA accounts dealing in mostly real estate and private loans and precious metals. I believe my many years of experience will translate into many other industries. This to be the perfect situation for companies who want to grow their business but do not, or cannot add to payroll, and all the expenses that go with it, to get things done. The virtual administrative modality is becoming more and more efficient use of resources. Specialties:*Client Services *CRM Management *Customer Service *Administrative Operations *Educational Financial Powerpoint presentations *Social Media Management *Skype and teamplayer *Blog Creation and maintenance *Use of the cloud, Dropbox, Google Docs etc.*Experience in muliple CRM software platforms *Securities Licence (series 6, 66) for 10 years up until Dec. 2011.* Held NV Health and Life till 12-2012 *CFE certified - Certified Financial Educator from the Heartland Institute - Denver CO *Business Coach *Speaking and Training - via the internet or in person.*Have been known to travel as needed.
Experience
Independent Va to Advisors
May 2012 — Present
I contract my services to Advisors in need of admin support. I have 12 years of experience in the financial industry. Presently servicing 2 advisors affiliated with DWA.
Education
University of Maryland - Germany
Business Management
Burroughs High School
High School Diploma
Troy University
Bachelor of Applied Science (B.A.Sc.)
Troy State University
Bachelor's degree
Troy University
Bachelor's degree
Skills
- Entrepreneurship
- Retirement
- Customer Service
- Customer Relations
- Entrepreneur
- Small Business
- Marketing
- Administration
- Alternative Investments
- Training
- New Business Development
- Investments
- Leadership
- Microsoft Office
- Social Media
- Coaching
- Financial Services
- Crm
- Management
- Business Development
- Consulting
- Start-Ups
- Social Media Marketing
- Client Services
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