Professional Documents
Culture Documents
Rebecca Heston
Rebecca Heston
heston30@gmail.com
ACCOUNTANT / BOOKKEEPER
SKILLS SUMMARY
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Microsoft Excel, Word, Microsoft Access, Dynamics GP
EXPERIENCE
MANAGER/ BOOKKEEPER
HESTON MARINE
10013 State Rd 51
Live Oak, FL
01/10/2010- Present
Bookkeeper
Inventory Management
MERRILL LYNCH
Jacksonville, FL 32224
(888) 254-6837
03/12/2008-01/10/2010
2
Provided service, advice and investment solutions to clients
Maintained client relationships by calling clients for a semi-annual Portfolio Review and
transitioned all inbound calls into an Investment Review.
Conducted portfolio reviews to manage clients’ investment portfolios, identify solutions, and
effectively identify opportunities to strengthen relationships.
Led the entire segment in Cross Sell, New Money, and Customer Quality Ranking.
Consolidated over 480k New Money from existing clients between 2008-09.
Transitioned all Inbound Service Calls into Portfolio Reviews for sales opportunities
Merrill Lynch,
Jacksonville, FL
(904) 218-7640
06/2007 - 01/2008
3
Maintained records, reporting, and overseeing of these accounts
JACKSONVILLE BANK
(904) 421-9699
02/2008 - 03/2008
Monitored Company Account Balances with Firms Ensuring Payment was Made
Lake City, FL
08/2004-05/2007
Auditing, Reports
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JOHN BURNS
386-752-5866
03/2003-12/2003
Brooke Insurance
(386) 755-2630
01/2005-01/2006
(941) 766-7283
05/2004-05/2006
5
Handling of Customer Accounts
02/2003- 07/2003
Teller
Mercantile Bank
(386)752-2524
Teller
01/01/2005 - 12/15/2005
Cash management
Records Department
7474 Utilities Rd
(941) 639-2101
05/2004-12/2004
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Processed Police Reports
Call Center
Service Zone
(386 754-8600
07/2002-11/2003
Answered Billing and Financial Questions for Customers who Financed Dell PCs
Wiley's Insurance
(386) 752-1919
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03/2002-10/2002
John Burns
(386) 752-5866
11/2002-03/2003
Liberty National
426 NW Commerce Dr
(386) 752-2583
06/2002 - 10/2003
EDUCATION
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Lake City Community College 149 SE College Place Lake City, FL
2004-2007
Florida 4-40 Property & Casualty Insurance Customer Service Representative while employed at
Best Coast
Insurance Agency
Series 7 license (Registered Broker Dealer Representative) at Merrill Lynch, Fierce, Penner, &
Smith
REFERENCES
CONNIE TELESCO
SUPERVISOR
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RECORDS MANAGER
7474 UTILITIES RD
connietelesco@ccso.org
BRIAN BLACKARD
SUPERVISOR
Jacksonville, FL 32246
904-218-7640
brian_blackard@ml.com
RENE HERNANDEZ
COLLEAGUE
FINANCIAL ADVISOR
MERRILL LYNCH
Jacksonville, FL 32246
904-859-0504
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RHERNANDEZ@ML.COM
JEAN MULVANEY
SUPERVISOR
MERRILL LYNCH
904-218-7001
JMULVANEY@ML.COM
JOHN BURNS
SUPERVISOR
OWNER
386-752-5866
jburns@statefarm.com
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