I play a vital role in helping families and individuals create and implement financial plans that align with their goals and values. I work closely with clients to assess their current financial situation, develop customized financial plans, and provide ongoing coaching and support to help them reach their financial goals.- Assess clients' current financial situation and identify areas for improvement- Develop and implement financial plans that align with clients' goals and values- Provide ongoing coaching and customer support to help clients stay on track with their financial plans- Use root cause analysis to identify and fix issues that may arise- Empower clients to reach their financial goals through budget development, debt reduction, and spending plans- Cultivate and strengthen client relationships through weekly and monthly coaching sessions- Facilitate Financial Literacy sessions to educate clients about money matters- Monitor client progress and continuously update financial plans as needed

Responsible for assisting individuals served with locating housing, coordinating the physical move to a community setting, and efficiently utilizing program funds. I also collaborate dwith long-term care (LTC) facilities, Case Managers, and individuals served to initiate services that meet the individual’s needs in a cost-effective and service-efficient manner, with sensitivity given to individuals’ personal preferences, rights to self-determination, strengths, needs, and barriers.- Assisted individuals served with linkages to service providers and community resources as needed.Identified barriers to compliance with individual’s healthcare regime, appointments and screenings.- Worked with individuals to create solutions to identified barriers and empower them to manage physician, and/or other key medical professionals, contacts, appointments and/or screenings.- Collaborated with the individual’s healthcare team, including, but not limited to, the facility Social Worker and Waiver Case Manager- Collaborated with long-term care facilities, Case Managers, and individuals to initiate services that meet the individual's needs in a cost-effective and service-efficient manner.- Developed, monitored, and updated individual's person-centered care plans to ensure their needs, preferences, health, and welfare.- Interacted with internal teams and external partners to provide timely resolution to high-profile and sensitive clients.

Educate clients on retirement options, continually develop strategies to maximize their retirement plans, and process routine and ad hoc financial transactions, historical reports, and account inquiries.Analyze customer issues to provide effective and efficient solutions, ensuring strict adherence to protocols and guidelines for contributions, loan processing, and withdrawals.Facilitate the training and mentoring of new employees and serve as a company representative and corporate spokesperson at a variety of community workshops.

Collaborate with parents, teachers, staff and administrators in order to meet the needs of all students.Led classroom lessons that promoted academic, career and social emotional success of students.Individually counseled elementary students addressing academic, behavioral, career, social, and emotional needs.Mediated conflict between students and listened attentively before suggesting corrective measures.

Managed and implemented various strategies to teach assigned curriculum while correcting, monitoring, and reporting disciplinary issues. Collaborated well with all educators and staff, raising proficiency amongst students, and ensuring they received maximum resources to succeed.Continually motivated students and provided consistent reinforcement of learning skills, assessments, and feedback to students for all learning activities.

Strategically planned and developed innovative curriculum for a variety of students and fostered a nurturing environment for learning with excellence to a student body comprised of multi-cultural students. Delivered instruction to students in an environment conducive to maximum learning while using a variety of self-selected resources, best practices, and culturally relevant strategies.Developed and maintained effective working relationships with parents, colleagues, administrators, and community partners to help children succeed and incorporated integrated learning for both ESL students.