Cassandra Heron
Chesapeake ,Virginia
Summary
Responsible Counselor in Training, well-versed in therapeutic techniques and client rapport-building. Known for effectively supporting individuals through emotional challenges and contributing to collaborative team environment. Reliable and adaptable, with strong interpersonal and problem-solving skills valued in counseling roles.
Overview
6
6
years of professional experience
Work History
Licensed Financial Professional
Independent Contractor
06.2022 - 08.2025
- Analyzed client financial needs to provide tailored investment solutions.
- Educated clients on market trends and financial products to enhance decision-making.
- Streamlined documentation processes for enhanced compliance and efficiency.
- Initiated conversations with clients to uncover financial needs, cross-sell products and services and make referrals to business partners to meet sales goals.
- Assisted clients during major life events, such as retirement or inheritance planning, by providing expert financial guidance and support.
Community Engagement Coordinator
S.T.E.P. Consulting Group LLC
06.2024 - 07.2025
- Assisted in creating promotional materials to increase awareness of community initiatives.
- Implemented strategies to increase social media presence, promoting community events effectively.
- Assisted with business communications via email and social media.
- Increased public awareness of company''s mission and values by creating engaging social media content and promotional materials.
Travel Agent
Independent Contractor
06.2019 - 07.2022
- Researched and recommended travel destinations based on client preferences and budget constraints.
- Coordinated flight, hotel, and transportation bookings to ensure seamless travel experiences.
- Stayed informed of industry trends to provide clients with updated travel options and advice.
- Designed personalized vacation experiences based on thorough understanding of each client''s interests, budget constraints, and desired outcomes.
Education
Master of Science - Clinical Mental Health Counseling
Liberty University
Lynchburg, VA2028
Skills
- Problem-solving abilities
- Active listening
- Effective communication
- Relationship building
- Teamwork and collaboration
- Multitasking Abilities
Timeline
Community Engagement Coordinator
S.T.E.P. Consulting Group LLC
06.2024 - 07.2025
Licensed Financial Professional
Independent Contractor
06.2022 - 08.2025
Travel Agent
Independent Contractor
06.2019 - 07.2022
Master of Science - Clinical Mental Health Counseling
Liberty University