Tobi N Goering

5808 south Regal St, Spokane, WA 99223

Mental Health Care

Life Compass Counseling
Clinical Mental Health Counselor
Frontier Behavioral Health
Clinical Mental Health Counselor
Spokane Veterans Center Jan 2017 - May 2018
Counseling Intern
House of Charity Jun 2017 - Mar 2018
Operations Assistant
Belle Financial Jul 2015 - Dec 2016
Financial Planning Administrator

Gonzaga University 2015 - 2018
Masters, Master of Arts, Counseling Central Washington University 2002 - 2004
Masters Central Washington University 1995 - 2001
Bachelors, Bachelor of Science, Management, Accounting Ephrata High School 1991 - 1995

Financial Services
Series 7
Financial Planning
Retirement Planning
Mutual Funds
Series 63
Customer Service
Bloomberg
Leadership
Training
Strategic Financial Planning
Financial Analysis
Investments
Retirement
Wealth Management
Securities
Microsoft Excel
Microsoft Office
Microsoft Word
Powerpoint
Outlook
Process Improvement
Accounting
Recruiting
Event Planning
Coaching
Equities
Asset Management
Insurance
Uniform Combined State Law
Wealth Management Services
Iras
Asset Allocation
Investment Advisory
401K
Investment Management
Investment Strategies
Strategic Planning
Financial Advisory
Salesforce.com
Bonds
Financial Planners
Wealth
Variable Annuities
Fixed Annuities
Alternative Investments
Finance
Etfs
Estate Planning

Edelman Financial Services

Jan 2012 to 2000
Registered Client Service Associate
Merrill Lynch
Phoenix, AZ
Jun 2008 to Jan 2012
Senior Registered Client Associate
Tilton & Co
Tempe, AZ
Nov 2007 to Apr 2008
Associate Advisor
Charles Schwab
Phoenix, AZ
May 2007 to Nov 2007
Registered Representative
Pittman & Murdough LLC
Phoenix, AZ
Jul 2006 to Apr 2007
Financial Services Assistant
Govig & Associates
Scottsdale, AZ
Apr 2006 to May 2006
Account Executive
Core3 Inc
Phoenix, AZ
Jan 2006 to Mar 2006
Consultant
Edward Jones Investments
Tempe, AZ
Jun 2001 to Dec 2005
Branch Services Specialist II
Edward Jones Investments
Ellensburg, WA
Jun 2001 to Oct 2004
Branch Office Administrator
Habitat for Humanity
Ellensburg, WA
Jan 2004 to May 2004
Volunteer Consultant
College of Business, CWU
Ellensburg, WA
Jan 2001 to Mar 2001
Editor-in-Chief
CWU Diversity Education Center
Ellensburg, WA
Jan 2000 to Sep 2000
Program Coordinator
Varsitybooks.com

Jun 1999 to May 2000
Lead Campus Representative
McCormick, Dunn & Black
Spokane, WA
Jun 1998 to Sep 1998
Assistant Clerk

Central Washington University
Ellensburg, WA
2002 to 2004
Masters of Science in Organization Development
Central Washington University
Ellensburg, WA
1995 to 2001
Bachelors of Science in Accounting, Office Management & Human Resource Management

Series 7, 63, 66

Merrill Lynch

Jun 2008 to 2000
Senior Registered Client Associate
Tilton & Co. Financial Services
Tempe, AZ
Nov 2007 to Apr 2008
Associate Advisor
Charles Schwab
Phoenix, AZ
May 2007 to Nov 2007
Registered Representative
Pittman & Murdough LLC
Phoenix, AZ
Jul 2006 to Apr 2007
Financial Services Assistant
Govig & Associates
Scottsdale, AZ
Apr 2006 to May 2006
Account Executive
Core3 Inc
Phoenix, AZ
Jan 2006 to Mar 2006
Consultant
Edward Jones Investments
Tempe, AZ
Jun 2001 to Dec 2005
Branch Services Specialist II
Edward Jones Investments
Ellensburg, WA
Jun 2001 to Oct 2004
Branch Office Administrator
Edward Jones Investments
Ellensburg, WA
Jan 2004 to May 2004
Volunteer Consultant
College of Business, CWU
Ellensburg, WA
Jan 2001 to Mar 2001
Editor-in-Chief
CWU Diversity Education Center
Ellensburg, WA
Jan 2000 to Sep 2000
Program Coordinator
Varsitybooks.com

Jun 1999 to May 2000
Lead Campus Representative
McCormick, Dunn & Black
Spokane, WA
Jun 1998 to Sep 1998
Assistant Clerk

Central Washington University
Ellensburg, WA
2002 to 2004
Masters of Science in Organization Development
Central Washington University
Ellensburg, WA
1995 to 2001
Bachelors of Science in Accounting, Office Management & Human Resource Management