Lucy Cuff Email & Phone Number

Poynette, WI, US

Middleton, Wisconsin, United States

• Attend 84+ hybrid client meetings as the second chair with the opportunity to present and send summary emails highlighting outcomes and ensuring our work aligns with the client’s goals.
• Complete tax planning using Holistiplan, review estate plans, and run outside account cost analyses in Excel to look for additional opportunities to add value to the client’s financial life.
• Create client deliverables and blog posts on popular topics like Medicare, Medicaid, insurance, and college funding to help clients navigate transitions and protect their goals.
• Collaborate with trading, investing, client services, and operations through Salesforce Process Builder and Chatter to provide the best client experience.

Madison, Wisconsin, United States

• Assisted in preparing financial plans utilizing Tamarac and MoneyGuide Pro to ensure clients are spending in line with their goals and making financially fit decisions.
• Discussed structured financial plans with a mentor to expand industry knowledge of allocation recommendations, life insurance analysis, and tax reviews.
• Attended client meetings as the “listener” and documented changes in the client’s financial goals to develop knowledge of their financial position and understand the influence on their situation.

Madison, Wisconsin, United States

• Lead engaging tours of the School of Human Ecology for prospective students by incorporating personal stories into the provided script to build community and encourage interest in the school.
• Communicate with prospective Personal Finance students and strengthen interpersonal skills through emails, phone calls, Zoom, and in-person information sessions to increase enrollment.
• Participate in activities that build community such as the first day of school photos and welcome week to create a safe, open environment.

Poynette, Wisconsin, United States

• Built humidifiers and air cleaners with the collaboration of two-to-four-line teams to delegate and plan out production to achieve 185% daily.
• Analyzed work order sequences by cross-checking previous production with necessary remaining production to ensure accurate inventory.
• Verified literature and parts bags matched the air cleaner model by referencing the builder’s manual to satisfy customers and vendors.

Madison, Wisconsin, United States

• Interacted with students and facility via greeting them in the process of granting them building access to create a welcoming, inclusive space.
• Implemented campus guidelines by searching databases for student’s entrance status to keep the community safe.
• Overcame situations with upset patrons by explaining the importance of securing building entrances to prevent the spread of sickness to aid patrons’ understanding of the Safer Badger program.
• Resolved issues with the safer badger app by sharing tips for peak app performance to leave patrons with the best experience possible.

De Forest, Wisconsin, United States

• Developed strong interpersonal skills through initiating apparel sales to help my department generate revenue.
• Logically displayed and checked inventory deploying meticulous organizational skills to create the ultimate experience for the customer.
• Tailored individual experiences to customer’s needs by using emotional intelligence to adjust my sales approach based on the customer’s non-verbal cues to connect with them and encourage sales.

Bachelor Of Science - Bs, Personal Finance

Activities and Societies: Financial Occupations Club for University Students Intramural Basketball

Exchange Program

Financial Goal Planning

- Acquired skills for building out financial plans with Money Guide Pro's planning software using multiple case studies to illustrate real.

Pro Bono Financial Planning Training, Financial Planning And Services

- Self-Guided training to learn how to provide pro bono financial services to under served members of the community.

Finance And Financial Management Services

- Broad-based training in asset and wealth management with an emphasis on managed solutions - Learned the essential language of investment.