Helping startups raise capital.

•Successfully upsold current clients to additional services within The Financial Gym ecosystem, including FG Advisory, leading to the acquisition of $1M in assets under management by effectively pitching the benefits of our no-minimum asset advisory and its impact on clients' investment and retirement strategies.•Leverage a deep understanding of personal finance, including budgeting, cash management, and general investment knowledge. Act as the go-to resource for clients seeking sound financial education.•Develop and deliver comprehensive financial plans tailored to clients' individual financial goals, covering budgeting, savings strategies, debt management, and optimized recommendations for 401(k) and retirement options, generating over $4,500 in revenue per month for the company (to date). •Facilitate financial transformation for clients across diverse income brackets, ranging from higher earners to those striving to achieve financial equilibrium, resulting in enhanced confidence and tangible improvements (40,000+ in debt pay down to date) in their financial behaviors within the initial two weeks post-plan delivery.• Acknowledged by management for consistently demonstrating exceptional care and attention to clients, as evidenced by the quality and effectiveness of financial plans delivered, ensuring sustained value addition to the organization and its clientele.•Functioning as a proactive and motivational accountability partner, guiding clients through their financial journeys with personalized support and actionable insights, fostering a culture of empowerment and progress.• Cultivate a client-centric approach to financial coaching, fostering a supportive environment conducive to positive financial outcomes, thereby fostering long-term client satisfaction and loyalty while contributing to the overall growth and reputation of The Financial Gym.

•Developed Marketing Content advertising to 1000+ online community members to book 500+ class attendees •Establish brand style of voice and content pillars to create effective written content with CTAs (call to action) that engages target audience• Develop online platform centered on financial content (investing, financial & economic news, financial markets etc) to engage and build audience utilizing and maintaining brand's editorial style/ voice.• Create and schedule weekly & monthly content that expresses brand voice via Instagram • Identify and source finance industry and specific social media platform trends to generate contentthat engages target audience.• Analyze profile /post(s) data and insights to interpret opportunities for growth along with further optimization of aligned content for the channel's audience.• Manage and develop user content to increase reach by 179% , engaged accounts by 384%, and following by 42% in a thirty day period.•Topics discussed: Stock market investing/ trading, long term investing, finance, financial news, dividend investing, REIT investing, lifestyle, personal finance, etc

• Arrange interviews with prospective teachers from database, managing the referral and candidate qualification process • Coordinate pre-survey administration for students and parents to optimize timeline of individual education plan meetings • Increased rate of student progress and achievement towards success plan goals by 30% through built course curricula, targeted intervention, and progress monitoring.• Serve on School Leadership Team engaging in change management providing ongoing evaluations of educational programs and the impact on student and school achievement• Instrumental in developing streamlined system to coordinate scheduling of 100+ individualized education plan meetings with all key stakeholders• Instrumental in inspiring use and developing daily EdTech product/ platform use plan for Math Team increasing classroom utilization by 10%

• Sourced, screened, hired, and trained over 20 campus community advisors through three stage interview and training centered on conflict resolution.• Spearheaded coordination of educational event(s) of 100+ attendees centered on difficult discussions.• Enhanced and delivered solution oriented educational training programs for community advisor team members by applying evaluation of on-boarding needs