Reebs (Rebecca) Harkey

Investment Specialist with 5 years experience in Finance
  • Bethany, Oklahoma
  • February 14, 2021

Experienced Paraplanner, Trade and Financial planning specialist with proficiency in Naviplan, Vestmark, Thompson One and MS Office Suite.

E-mail
rfharkey@gmail.com
Phone Number
405-250-0559

Education

Fine Arts @ University of Central Oklahoma
Aug 2004 — May 2008

Experience

Financial Planning and Trade Specialist @ Williams, Self & Assoc. (An Ameriprise Financial practice)
Feb 2020 — Current
In this role, I am the primary team member responsible for financial transactions and financial planning, while supporting advisors and paraplanners with analysis and meeting prep as needed. I processed 18,000 trades in 2020 for over 650 clients including individual portfolio rebalances and batch trades to keep clients in line with their risk tolerance while being aware of tax implications and individual goals, utilizing Vestmark and Thompson One trading platforms. In 2020, I produced over 100 financial plans, utilizing NaviPlan with supporting reports from Morningstar Advisor Workstation and Thompson One.
Paraplanner @ Marks and Associates (An Ameriprise Financial practice)
Mar 2015 — Jan 2019
In this role I achieved continuous improvement in financial services by starting as Administrative Assistant in 2015, promoted to Paraplanner in 2016, and adding Client Services Manager role in 2018.

I was responsible for client support, education, account maintenance and financial transactions.

I earned series 7, 66 and Oklahoma health/life/accident insurance producer licenses within a nine-month window, as well as notary public designation.

I implemented a new organizational system and work-flow solutions to address new requirements resulting from the Department of Labor Fiduciary Rule.

This role required training of administrative assistants and interns and event planning, including wholesaler reimbursement.
Administrator @ Paycom Payroll
Sep 2012 — Feb 2015
As an admin in the new client setup department, I provided accurate data input, research and phone support. I cooperated across departments and with state tax agencies to verify information and input employee and company data. I utilized MS Office Suite and Paycom's proprietary software, functioning independently and as part of a 10 person team to set up accounts per client specification.

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