
Timeline
About me
Paraplanner at Dodds Wealth | University of Denver Graduate
Education

University of denver
2020 - 2024Bachelor of business administration - bba finance, generalMajor in FinanceMinor in AccountingMinor in Marketing
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Westminster christian academy (st. louis)
2014 - 2020
Experience
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Westminster christian academy (st. louis)
Jun 2016 - Jun 2022Summer 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 2020Hostess- 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 2022Nanny- 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 2024Business 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 - nowIntern
Jun 2023 - now
Licenses & Certifications

Hubspot email marketing certification
HubspotOct 2023- View certificate

Social media marketing
HubspotMar 2024 
Hubspot inbound marketing certification
HubspotSept 2023
Microsoft certified technology specialist: office sharepoint server 2007, configuring (mcts)
MicrosoftJun 2020- View certificate

Essential skills for social media managers
LinkedinOct 2023 - View certificate

Corporate financial statement analysis
LinkedinOct 2022 
Fpqp
Kaplan financial educationJun 2023- View certificate

Lean accounting foundations
LinkedinSept 2022
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