We found the following information about Diana L Bagley at Lifetyme Financial Llc, where this professional has worked as a Investment Advisor Representative since 2019. Diana's total work experience is over 32 years, during which time this professional had at least ten jobs at different places to develop professional skills. Diana studied at the Arizona School of Real Estate from 2017 to 2017. This person has the certification in Series 65 Diana currently is located in Lakeville, Minnesota. You can contact with Diana by looking for phone number or email or get full information by requesting access to this person's further details.
Name variants:
Diane Bagley,
Dianne Bagley,
Di Bagley,
Didi Bagley
Last updated May 05, 2024
Contact Information
Last Update
Jul 4, 2022
Email
do**@yahoo.com, sw**@aol.com
Location
Lakeville, MN
Company
Workplace
Colleagues
Work History
Mortgage Loan Originator
244 south Gtwy Pl, Jenks, OK
Sep 2018 — Mar 2019
Tax Associate
1 H And R Block Way, Kansas City, MO
Prepared tax returns ranging from 1040EZ to 1040.
Worked with clients to receive the greatest tax refund or minimize taxes owed.
Offered and sold H&R Block products that would benefit cli...
Jan 2018 — Apr 2018
Substitute Teacher
3455 153Rd St west, Rosemount, MN 55068
Utilized and executed prearranged lesson plans on a daily basis.
Used diverse technologies to help students grasp materials and enhance overall education.
Kept classroom safe, organized, ...
Oct 2017 — Jun 2018
Community Volunteer
Guardian Ad Litem: Represent children in court that are under Child Protective Services.
Stephen's Minister: Trained counselor to support individuals during difficult situations.
Bible St...
Jun 1994 — 2016
Credit Approval Officer and Assistant Vice President
Provided loan decision recommendations for Senior Management approval.
Managed workout strategies for Communications and Real Estate Lines of Business.
Developed post-bankruptcy strategie...
1992 — 1995
Relationship Manager
Responsible for a $12 million loan portfolio.
Performed loan-underwriting analyses on existing and prospective commercial clients.
Completed Bank of Hawaii commercial credit training prog...
1989 — 1992
Credit Analyst
102 west Moore Ave, Terrell, TX 75160
Performed loan-underwriting analyses on existing and prospective commercial clients.
1988 — 1989
Accountant
11011 Sunset Hills Rd, Reston, VA 20190
Performed internal audits on entries to ensure costs were appropriately billed to the federal government.
1987 — 1988
Education
2017 — 2017
1982 — 1986
Occupations
Advisor
Representative
Accountant
Finance and Accounting Specialist
Accounting Bookkeeper
Bookkeeper
Skills
Customer Service
Microsoft Office
Leadership
Microsoft Excel
Sales
Strategic Planning
Microsoft Word
Public Speaking
Microsoft Powerpoint