Natalie Ford

Natalie Ford

Summer Camp Counselor

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

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  • 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