Cline

About Cline

Fifteen+ years of professional Administrative Assistant and Receptionist experience. Possess strong computer skills and the ability to handle multiple projects within a fast-paced deadline-driven environment. I have the endurance of working with multiple supervisors. Specialties: PC Proficient: Microsoft Word, Excel, and Outlook; Microsoft Teams; and PDF Advanced Areas of Study: Executive Self-Management, Marketing Management, and Organizational Development Civic Memberships / Community Involvement: Served on the Diversity and Inclusion Council at Duke Realty and I’m CPR and Emergency Aid Certified

Experience

1. Receptionist

   Bedel Financial Consulting

   Oct 2022 — Present

   Bedel Financial Consulting, Inc. is a comprehensive, fee-only wealth management firm dedicated to helping clients achieve financial clarity and security. As a fee-only financial and investment services firm, our clients can rest assured knowing that we do not sell any products nor do we ever receive any form of commission. With approximately $2 billion in actively managed assets, Bedel Financial Consulting is one of the top 25 Women-Owned Registered Investment Advisors (RIAs) in the country, according to WealthManagement.com, and one of the Top 100 Financial Advisors in America, according to CNBC.As the office Receptionist, I am the first face and voice to all that seek assistance with their financial journey. I strive to promote kindness and a smile through my appearance and my voice when greeting our clients. I look forward to continuing to gain a better understanding of how I can assist in providing the very best experience to those that choose Bedel Financial Consulting as their planning and investment firm.

Education

• Indiana University–Purdue University Indianapolis

  Bachelor of Arts - BA, Communication and Media Studies