Bethany Ely Email & Phone Number

Sacramento, CA, US

Gold River, California, United States

El Dorado Hills, California, United States

• Establish real estate transaction timeline and communicate to all involved parties
• Coordinate electronic paperwork from contract to close
• Obtain signatures via DocuSign
• Monitor contingency periods to ensure contractual compliance
• Ensure all required documents are complete and submitted by the necessary dates
• Create closed file and provide to broker and client.

Folsom, California, United States

Sacramento, California, United States

• Take detailed notes during client and prospect meetings and draft official correspondence
• Prepare tax projections for advisors
• Conduct research for advisors on a variety of financial planning topics as assigned
• Maintain strong compliance and documentation in Redtail CRM
• Update base facts and create planning scenarios for advisors using eMoney
• Prepare beneficiary paperwork in TD Ameritrade and DocuSign for advisors to send to clients

• Obtained eMoney Fundamentals Certification
• Constructed an investment management portfolio
• Analyzed insurance policies and documents
• Established recommendations for student loan planning
• Evaluated the tax implications of various personal and financial decisions
• Determined the likelihood of success in different client retirement scenarios

Sacramento, California

• Coordinated Capital Adult Education Regional Consortium (CAERC) regional strategies and objectives for the benefit of adult education programs across four counties in the Sacramento, CA region
• Conducted research to inform annual and 3-year California Adult Education Program (CAEP) consortium plans
• Facilitated member discussions to determine professional development needs and coordinate delivery of training
• Provided oversight and support for members’ learner assessment strategies, procedures and reporting
• Provided ongoing support to members and partners to ensure accuracy of CAERC Asset Map content
• Coordinated development of academic and career technical education pathways

Sacramento, California Area

• Conducted online educational technology trainings for adult educators across California
• Developed and presented educational technology workshops at state conferences
• Provided technology support mentoring to adult educators from Northern California
• Created and categorized content for adult educators at www.otan.us/teachwtech

Sacramento, California Area

• Developed English literacy and civics curriculum for use in 40+ adult ESL classes across the district
• Coordinated all aspects of the EL Civics program and ensured grant requirements were met
• Conducted teacher training at monthly staff meetings and facilitated professional development workshops developed by the California Adult Literacy Professional Development Project (CALPRO) on research-based adult.
• Provided technology mentoring and support to district ESL teachers
• Developed training materials and conducted training of SCUSD faculty for the Information Services and Educational Technology department as part of district-wide implementation of a new student information system
• Developed a series of interactive multiple-choice citizenship quizzes and provided technology mentoring as a participant in Outreach and Technical Assistance Network’s (OTAN) Technology Integration Mentor Academy.

Certificate, Personal Financial Planning

Certificate Program In Personal Financial Planning

M.A., Tesol (Teaching English To Speakers Of Other Languages)

Summa Cum Laude

Bachelor Of Business Administration (B.B.A.), International Marketing