Natalie Ford

Natalie ford

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location of Natalie FordDenver, Colorado, United States
Followers of Natalie Ford447 followers
  • Timeline

  • About me

    Paraplanner at Dodds Wealth | University of Denver Graduate

  • Education

    • University of denver

      2020 - 2024
      Bachelor of business administration - bba finance, general

      Major in FinanceMinor in AccountingMinor in Marketing

    • Westminster christian academy (st. louis)

      2014 - 2020
  • Experience

    • Westminster christian academy (st. louis)

      Jun 2016 - Jun 2022
      Summer camp counselor

      - Increased attendance by 5% from planning new ways to improve scheduling and communicating with families through using Excel.- Coordinated and encouraged new interactive learning opportunities to spur educational and emotional growth for campers and families while supervising all recreational activities- Fostered the needs of children and parents while ensuring a welcoming, trusting environment and cultivating new relationship-building skills

    • Mia sorella

      Aug 2018 - Sept 2020
      Hostess

      - Recruited and trained six incoming employees with communication and organizational techniques to help them thrive and represent the restaurant’s brand to customers- Created detailed work plans that were utilized throughout business to monitor all restaurant activity to determine seating and dining flow

    • Self-employed

      Sept 2018 - Aug 2022
      Nanny

      - Provided care, intellectual stimulation, and engaging environments for children of ages 5-8- Observed children to proactively identify issues with emotional or physical development and worked with parents to address concerns- Met with parents about daily activities, positive development, and issues- Monitored play activities to identify positive behaviors and areas in need of improvement, implementing behavior redirection where appropriate

    • University of denver - daniels college of business

      Sept 2020 - Sept 2024
      Business student
    • Dodds wealth

      Jun 2023 - now

      - Conducting client annual reviews, showcasing expertise in generating and analyzing reports as well as building highly personalized agendas per client, ensuring smooth interactions.- Gaining holistic business exposure, actively engaging in operations management projects, and contributing to a thorough understanding of company dynamics.- Facilitated direct communication with associated companies, cultivating relationships to enhance client offerings.- Acquiring software proficiency in various wealth management tools, including: Redtail CRM, Orion, ClientWorks, and DST Vision. Show less

      • Paraplanner

        Jul 2024 - now
      • Intern

        Jun 2023 - now
  • Licenses & Certifications

    • Hubspot email marketing certification

      Hubspot
      Oct 2023
    • Social media marketing

      Hubspot
      Mar 2024
      View certificate certificate
    • Hubspot inbound marketing certification

      Hubspot
      Sept 2023
    • Microsoft certified technology specialist: office sharepoint server 2007, configuring (mcts)

      Microsoft
      Jun 2020
    • Essential skills for social media managers

      Linkedin
      Oct 2023
      View certificate certificate
    • Corporate financial statement analysis

      Linkedin
      Oct 2022
      View certificate certificate
    • Fpqp

      Kaplan financial education
      Jun 2023
    • Lean accounting foundations

      Linkedin
      Sept 2022
      View certificate certificate