Jason Thonssen

Experience

• 

  CUTCO Cutlery

  Jun 2009 - Aug 2009

  Sales Advisor

  Scheduled and conducted in-home demonstrations and sales of product; gained experience in both individual and group sales and presentation.Mentored several new employees while still conducting sales and ensuring customer satisfaction.Achieved $7,000 in sales in less than 2 months and was recommended for management for the following year.

• 

  Overlake Golf & Country Club

  Jun 2010 - Aug 2012

  Outside Service Staff

  Greeted clients on arrival and caddied for them on request, resulting in hundreds of hours of public relations experience.Mentored new employees and worked with members of other staffs on the premises.Cleaned and maintained golf clubs, bags, and all club equipment; worked the front desk and phones and sold merchandise to customers.

• 

  Habitat for Humanity

  Jun 2011 - Aug 2011

  Family Services Coordinator

  Interacted with prospective families who were in the process of getting a Habitat for Humanity home.Performed office tasks including creating brochures and managing data organization with multiple versions of Microsoft Office applications.

• 

  Spokane Community Warehouse

  Sept 2011 - May 2013

  Lead Driver/Order Organizer

  Advised management of the young nonprofit on improvements to generate more inventory and increase efficiency resulting in a record 538 clients served by the company in my second year.Organized, prioritized, and delivered inventory on a need basis; took phone calls and performed office tasks.Managed and trained other employees by delegating tasks, teaching how to operate large vehicles, and demonstrating how to work professionally within a fluid schedule.

• 

  Growth International Volunteer Excursions (GIVE)

  Jun 2013 - Oct 2013

  Presented college students with GIVE's volunteer opportunities by travelling to campuses for one week periods and raising awareness through flyers, announcements, and meetings with university staff. Each week involved speaking in front of large groups of students, learning about campus events, and meeting with professors, student groups, and officials. These campus trips culminated with a day of informational sessions that required use of multimedia and extensive knowledge of the programs and company. Every campus visit required large amounts of travel and use of social media and face-to-face public interaction. Show less Lead three groups of 15-25 college-aged students on two week volunteer trips in Nicaragua. While on these trips I was tasked with maintaining volunteer safety and happiness while also ensuring that education and construction projects were completed efficiently and appropriately by both volunteers and locals. These tasks involved communication between local affiliates, students, and coworkers in varying degrees of English and Spanish.Further, guides were tasked with planning ahead to make sure that accommodations and events were set before the groups arrived. Finally guides sought to educate the students about GIVE's projects, teaching them the goals of sustainability and change in a developing country like Nicaragua. Show less

  • Volunteer Outreach

    Aug 2013 - Oct 2013

  • Junior Guide - Nicaragua

    Jun 2013 - Aug 2013
• 

  PROVAIL

  Jun 2014 - Feb 2016

  Employment Consultant

  Provide individual job coaching for adults with disabilities. Coaching involves but is not limited to: teaching new tasks, educating about professional decorum in the workplace, managing accounts, connecting with families, and instilling a dedicated work ethic within clients. Consultants also work to find jobs for clients who are unemployed. This process includes but is not limited to: discerning clients' strengths and weaknesses to identify potential job fits, approaching businesses on behalf of clients, following up on potential leads, providing support during interviews, and assisting with new hire paperwork. Show less

• 

  World Thirst

  Jan 2015 - Nov 2016

  Development Director

  Research and and target partner projects and organization, collaborate on media releases, manage social media, coordinate files in Google cloud platform, Dropbox, and Salesforce.

• 

  Integrity Financial Corporation

  Feb 2016 - Nov 2020

  Client Service Specialist

  Series 65 licensed. Process new investment accounts, interface with clients and advisors, problem solve discrepancies in accounts. Coordinate multiple schedules on a shared calendar for in-person, phone, and video conferences. Work to conserve clients as they transition between jobs and life situations and make recommendations when necessary. Foster relationships with investment partners and vendors including due diligence, education, outreach, and follow-up.Established myself as the point-of-contact for new employees and advisors, getting them acquainted with Integrity's culture, best processes, and technology. Created accounts and logins on our platforms and educated on the daily uses of each. Handle a number of business platforms including Salesforce, Redtail, Black Diamond, Docusign, Pipedrive, Zoom, and the Microsoft Office Suite. Experienced with TD Ameritrade and Schwab as custodians. Became the point person for all technology support in the Bellevue office. Show less

• 

  Coldstream Wealth Management

  Nov 2020 - Aug 2022

  Senior Client Service Associate
• 

  Ballast Rock Private Wealth

  Aug 2022 - now

  Director Of Client Services