Ana R. Torres
San Antonio,TX
Summary
Dynamic professional with a strong background in financial planning and client relationship development, honed at First Command Financial Planning. Proven ability to enhance organizational efficiency and foster team collaboration, while delivering strategic financial solutions. Recognized for exceptional communication skills and a commitment to client success, managing over $20 million in assets.
Overview
32
32
years of professional experience
1
1
Certification
Work History
Administrative Support Volunteer
Bible Study Fellowship
08.2022 - Current
- Identified the need, established rapport, and provided spiritual support and prayer to those in need from various groups and backgrounds.
- Uploaded lecture and assisted members to familiarize with the webpage.
- Facilitated smooth day-to-day operations by anticipating needs, proactively addressing potential issues, and efficiently resolving problems as they arose.
- Greeted visitors with professionalism and enthusiasm to provide support and direct guests to appropriate department.
Children's Ministry Volunteer
LifeHouse Church San Antonio
08.2022 - Current
- Organized and led engaging children's activities, fostering a nurturing environment for spiritual growth.
- Mentored new volunteers, providing training on best practices in children's ministry.
- Collaborated with parents to address concerns and provide support for their children's spiritual development.
PTA Treasurer
Wilderness Oak Elementary Parent Teacher Association
07.2024 - 08.2025
- Collaborated with team members on financial reporting tasks for accuracy and clarity.
- Participated in audits by organizing documentation and providing necessary information.
- Learned to utilize accounting software for tracking expenses and revenues efficiently.
- Engaged in training sessions to improve understanding of treasury operations and compliance standards.
- Oversaw the successful completion of external audits without any major findings or issues raised by auditors.
- Educated management and staff on financial management best practices, fostering culture of fiscal responsibility.
Children's Ministry Teacher
Calvary Chapel Solid Rock
09.2020 - 03.2022
- Directed, organized, and coordinated annual Vacation Bible School for about 70 children and about 120 volunteers.
- Developed engaging lesson plans tailored to children's diverse learning styles.
- Coordinated weekly events, enhancing participation through creative themes and outreach efforts.
- Collaborated with parents to address concerns and foster open communication regarding children's development.
Medical Operations Officer
United States Army Reserve
07.1993 - 09.2019
- 6 Years enlisted active duty in the finance corps and 19 years medical service officer reserve.
- Assisted senior commanders in implementing medical operations in combat and peaceful operations
- Facilitated financial support and leadership to military installations ranging from 23,000-52,000 personnel.
Certified Financial Planner
First Command Financial Planning
10.2004 - 02.2015
- Sole proprietor of book of about 150 clients with over $20 million assets under management.
- Developed comprehensive financial plans tailored to client goals and risk tolerance.
- Analyzed investment portfolios, identifying opportunities for growth and optimization and risk management.
- Educated clients on financial products, enhancing understanding of investment strategies.
- Collaborated with tax professionals to create tax-efficient investment solutions.
Stock Broker
First Avantus
01.2002 - 02.2003
- Attained new high net worth clients for boutique financial firm
- Analyzed market trends to inform investment strategies and client recommendations.
- Advised clients on portfolio diversification and risk management techniques.
- Conducted thorough research on stocks, bonds, and other securities for informed decision-making.
Education
Master of Science - Personal Financial Planning
College For Financial Planning
Cincinnati, OH10-2017
Bachelor of Arts - Psychology
University of Texas At Austin
Austin, TX05-2001
Skills
- Excellent effective communication
- Customer service and support
- Team collaboration
- Strategic financial planning
- Problem-solving
- Client relationship development
- Organizational efficiency
- Employee performance
- Pastoral counseling
- Strong work ethic and reliable
Certification
Certified Financial Planner 2007-2017
Languages
Spanish
Native or Bilingual
Timeline
PTA Treasurer
Wilderness Oak Elementary Parent Teacher Association
07.2024 - 08.2025
Administrative Support Volunteer
Bible Study Fellowship
08.2022 - Current
Children's Ministry Volunteer
LifeHouse Church San Antonio
08.2022 - Current
Children's Ministry Teacher
Calvary Chapel Solid Rock
09.2020 - 03.2022
Certified Financial Planner
First Command Financial Planning
10.2004 - 02.2015
Stock Broker
First Avantus
01.2002 - 02.2003
Medical Operations Officer
United States Army Reserve
07.1993 - 09.2019
Master of Science - Personal Financial Planning
College For Financial Planning
Bachelor of Arts - Psychology
University of Texas At Austin
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