Laura Warner

Experience

• 

  Canadian Forces Naval Reserve

  May 1991 - Oct 1992

  Ordinary Seaman
• 

  Future Shop

  May 1994 - Dec 1995

  Sales Auditor
• 

  Parasol Tutoring Services Ltd.

  Sept 1995 - Jun 1999

  Business Owner

  Established a successful tutoring business with 10 contracted employees. Volunteered at high-schools and offered a personal service with regular communication and feedback with employees and clients.

• 

  Chartwell Financial Inc.

  Sept 1997 - Jul 1998

  Company Recruiter and Financial Advisor Assistant

  Company recruiter and liaison at conferences and seminars. Assisted in implementing best practices to advisor's business. Researched clients' files to offer knowledgeable services when contacting clients. Anticipated and prepared required materials for meetings. Developed regular progress reports. Interviewed potential office staff. Sat on management board meetings.

• 

  Chartwell Financial Group

  Jul 1998 - Jul 2012

  Business Owner and Certified Financial Planner

  Built a financial advisory practice to 400+ clients, with 3 staff members. Incorporated best practices and developed strategic plans and initiatives. Oversaw staff training, mentoring and performance reviews. Created procedures manuals and followed e-myth guidelines to streamline business processes. Operated in a fast-paced, highly regulated industry that required accuracy and independent thinking. Oversaw financials and bookkeeping.

• 

  Happy Trails in Washington

  Apr 2015 - Mar 2022

  Business Owner

  Developed family side business that employs my children to provide quality pet care. Manage client meetings, marketing, scheduling and bookkeeping

• 

  Duvall Chamber of Commerce

  Aug 2017 - Mar 2018

  Chamber Administrator

  Managed financial processes: incoming/outgoing funds; prepared and updated budget; worked with the bookkeeper and financial institutions. Coordinated tasks for monthly meetings, board meetings and special meetings. Outlined script for the Chamber president at board meetings. Managed events calendar.

• 

  AFG Financial Group

  Dec 2017 - Jun 2020

  Virtual Assistant

  Created client statements and market analysis reports. Utilized financial planning software. Assisted with projects on request.

• 

  Gerald A. Sprute

  Feb 2019 - Dec 2022

  Legal Assistant Office Manager

  Enhance the client experience through modernization of the onboarding process and introduction of CRM software. Prepare and file legal documents. Complete inventory and inventory for probate cases. Introduce operating procedures to standardized common practices.

• 

  Parasol Business Consulting

  Sept 2022 - now

  Small Business Consultant