Tempestt Swinson Email & Phone Number

As a personal finance coach, my duties and responsibilities include:1. **Personalized Coaching:** I provide one-on-one sessions to help clients set financial goals, create budgets, and develop savings strategies tailored to their individual needs.2. **Financial Planning:** I assist clients in analyzing their financial situations, offering guidance on debt management, investments, and retirement planning.3. **Education and Resources:** I develop and deliver educational content on financial topics, such as budgeting, saving, and investing, through workshops, webinars, and written materials.4. **Progress Monitoring:** I track clients' financial progress, review their budgets and plans regularly, and adjust strategies as needed to ensure they stay on track.5. **Motivation and Support:** I offer ongoing support and encouragement, helping clients stay motivated and make informed financial decisions.

Charlotte, North Carolina, United States

As the owner of a business focused on financial literacy and education, my responsibilities are diverse:**Business Management:** I craft and execute a strategic business plan, oversee finances, ensure regulatory compliance, and drive marketing efforts to attract clients. Building and maintaining strong client relationships is key to my role.**Educational Content Creation:** I design engaging educational materials on budgeting and saving, conduct workshops and webinars, and develop online resources like blogs and courses to support ongoing learning.**Coaching and Client Support:** I provide personalized coaching to help clients set financial goals and develop budgets. I track their progress, adjust strategies as needed, and continuously improve my methods based on client feedback.**Professional Development:** Staying updated on financial trends and networking with industry professionals is crucial for my growth and effectiveness.**Administrative Tasks:** I handle record-keeping, manage scheduling, and maintain technology tools to ensure smooth business operations.**Ethical Standards:** I uphold client confidentiality and provide honest, unbiased advice while avoiding conflicts of interest.**Client Acquisition and Retention:** I identify potential clients, generate leads, and build a loyal client base through exceptional service and relationship-building.By managing these aspects effectively, I aim to empower my clients with the knowledge and tools they need to achieve their financial goals.

Charlotte, North Carolina, United States

Delivered performance-driven and user-centric websites that met all business requirements.Managed milestones from initial steps through final delivery.Reviewed code, debugged problems and corrected issues.Discussed project progress with customers, collected feedback on different stages and directly addressed concerns.Contributed ideas and suggestions in team meetings and delivered updates on deadlines, designs and enhancements.Built databases and table structures using MySQL.Translated technical concepts and information into terms all parties could easily comprehend.

● Opened consumer and business checking and saving accounts.● Attended Junior Achievement and helped teach financial literacy to children in 5th and 6th grade.● Completed opening and closing procedures while maintaining cash limits within bank policy. ● Marketed for Woodforest within the community to optimize sales goals.● Acted as team lead for the company’s small business initiative. ● Trained new hires in the operations of the teller system.● Presented new hire orientations to discuss the benefits of the company.● Contributed in creating new campaigns to raise funds for Woodforest Charity Foundation.● Took in and prepared cash shipments for Loomis.● Documented debit card disputes, in the cases of fraud, that were reviewed by the debit card department.● Transacted deposits, withdrawals, and monetary instruments while inspecting checks to ensure accuracy and legitimateness.

Concord Nc

Processed products to have them ready to go out onto the sales floor.Assisted customers with finding items while maintaining the cleanliness of the store.Completed opening and closing procedures.Acted as form of communication between the customers and managers.

• Provide excellent customer service to customers of various backgrounds• Completed opening and closing procedures• Operated cash registers• Organized and maintained the appearance of the store by paying attention to details

Maximize communication between the client, building manager, and audio personnel.Trained new employees.Assisted clients with directions and answered any questions they may have had.Kept accurate record of lost and found items.Signed out laptops and keep accurate record of each.

Improved store average of credit card applicationsAssisted customers with finding items and ordering via Sears website.Completed opening and closing procedures.Acted as form of communication between the customers and managers.

Planned and budgeted weekend events for UNC Charlotte students.Staffed events and Promo tables.Assisted the committee chair during committee meetings.