maryann hipp

office assistant

About

I am a described as a diligent worker and problem solver. I have a financial background in estate distribution and laws regarding estate planning. For 10 years I worked for two of the largest brokerage firms in the United States. At Charles Schwab I managed a team 18 people making sure they were in regulatory compliance for large block trades, movement of assets between accounts, bank wires and opening new accounts. After moving to Texas, I was able to pursue my love of teaching children at Grace Academy of Georgetown. As a first and fourth grade teacher, I assisted in the development of math and humanities curriculum at Grace. I am currently employed at Dwight Hipp Insurance and Investments as an office manager. My husband has been making people comfortable with investing their money for 25 years. He's an independent licensed securities and insurance broker.

Country

united states

City

san francisco

Industry

financial services

Skill

teaching, classroom, classroom management, curriculum design, educational leadership, curriculum development, lesson planning, differentiated instruction, history, literature, literacy, language arts, social studies, teaching reading, secondary education, public speaking, customer service, social media, marketing, management, event planning, leadership, microsoft office, research, public relations, strategic planning

Experience

teacher

grace academy of georgetown

2002-8 - 2013-5 · 10 yrs 10 mos

Head of Humanities for Grammar School at Grace Academy

line manager

charles schwab

1997-1 - 2002-1 · 5 yrs 1 mo

Monitored and reviewed team employees for the maintenance of compliance regulatory requirements, interviewed prospective new hires, managed the cash team which included daily incoming funds as well as initiating bank wires and large asset transfers between accounts. Worked as a senior team specialist in the trust department assisting clients and branch office employees in documents required for complicated trust issues. Approved new online accounts for business.

senior sales associate

fidelity investments

1993-1 - 1996-1 · 3 yrs 1 mo

Assisted investment salesmen in the qualification of leads, sold mutual funds, annuities, opened accounts. I made security trades and helped with small service issues.