I have been a Host parent for 30 Missouri State University Chinese College Students and for 22 Japanese High School summer students from The Missouri State University English Language Institute summer program during 2015-2019
Edward Monserrate
Springfield,MO
Summary
Dynamic Financial Advisor and Franchise Owner at Ameriprise Financial, LLC, adept at crafting personalized investment strategies and fostering strong client relationships. Leveraging analytical thinking and sales expertise, I successfully optimized client portfolios, enhancing investment outcomes and ensuring long-term satisfaction. Committed to delivering tailored financial advice and comprehensive wealth management solutions.
Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in wealth management, estate planning and investment.
Demonstrates strong analytical, communication, and teamwork skills, with proven ability to quickly adapt to new environments. Eager to contribute to team success and further develop professional skills. Brings positive attitude and commitment to continuous learning and growth.
Overview
47
47
years of professional experience
Work History
Financial Advisor/ Franchise Owner
Ameriprise Financial, LLC.
04.1992 - 10.2025
- Developed personalized financial plans aligning client goals with investment strategies.
- Analyzed market trends to optimize client portfolios and improve investment outcomes.
- Collaborated with clients to navigate complex financial situations and provide tailored advice.
- Educated clients on financial products, retirement planning, and wealth management strategies.
- Cultivated strong relationships with clients to ensure long-term loyalty and satisfaction.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Collaborated with legal and tax professionals to offer comprehensive financial planning services.
School Administrator/Principal/Minister of Education
Happy Day Childcare Center/Calvary Christian Academy/Calvary Temple
08.1990 - 08.1991
- Oversaw daily operations, ensuring compliance with regulatory standards and policies.
- Managed staff recruitment, training, and performance evaluations for administrative personnel.
- Streamlined administrative processes to improve efficiency in school operations and resource allocation.
- Coordinated budgeting and financial planning to align with institutional goals and objectives.
- Led crisis management initiatives, ensuring safety protocols were effectively communicated and executed.
- Managed daily school activities, overseeing scheduling, staffing, and facility maintenance tasks to ensure smooth operations.
- Met with parents of prospective students to discuss student needs and school offerings.
- Ensured a safe learning environment by establishing strict safety protocols and emergency response plans.
- Handled disciplinary referrals with calm, logical approach to student behavior.
- Served as liaison between parents and students.
7th and 8th Grade Teacher
Heritage Academy
10.1989 - 06.1990
- Established a positive classroom environment by setting clear expectations and fostering open communication between students, parents, and staff.
- Prepared and implemented lesson plans covering required course topics.
- Prepared instruction materials, constructed bulletin boards, and set up work areas.
- Taught subject matter based on information compiled from textbooks, online sites, and other educational materials.
- Utilized multimedia strategies and technology to convey information in fresh and interesting ways.
- Used tests, quizzes, and other assignments to gauge students' learning and determine understanding of course materials.
- Provided one-on-one attention to students, while maintaining overall focus on entire group.
- Identified signs of emotional or developmental problems in students.
- Kept classroom environments consistent and focused on learning by establishing and enforcing clear objectives.
- Kept classroom organized, clean and safe for students and visitors.
- Assigned daily lesson plans designed to motivate students and allow for creativity.
- Planned and supervised class projects, field trips and visits by guest speakers.
Minister of Christian Education
Christian Life Center
01.1987 - 11.1987
- Provided counseling services to individuals and families, addressing emotional needs while promoting spiritual well-being.
- Organized and coordinated special events such as guest speaker series or holiday celebrations to foster unity among congregation members.
- Promoted spiritual growth with well-curated retreats and workshops.
Junior/Senior High Teacher/Guidance Counselor/Pastor
Westbank Cathedral Academy and Church
08.1985 - 06.1987
- Developed and implemented engaging lesson plans aligned with curriculum standards.
- Fostered positive classroom environments encouraging student participation and collaboration.
- Utilized diverse teaching strategies to accommodate various learning styles and needs.
- Assessed student performance through formative and summative evaluations, providing constructive feedback.
- Developed strong relationships with students, parents, and colleagues by maintaining open lines of communication and fostering a supportive learning environment.
- Maintained accurate records of student progress, attendance, and behavior to facilitate ongoing communication with parents about their child''s educational journey.
- Organized extracurricular activities such as clubs or field trips that enriched students' learning experiences outside traditional classroom settings.
- Integrated cultural awareness into lessons by incorporating diverse perspectives and materials into the curriculum.
- Enhanced literacy skills with targeted reading programs.
- Fostered positive learning environment that encouraged student curiosity and critical thinking.
- I brought in PSAT and SAT testing for the Junior and Senior High classes.
- I brought in various local colleges to introduce themselves to the Senior class students.
- I brought in a representative from the U. S. Army that administered a occupational and career test to see what careers and strengths the students may be well suited to.
- I taught the Biblical Studies classes for grades 7-12.
- I taught English grammar for grades 6-7th.
- I taught reading and vocabulary for grades 7-8th.
Interim Minister
Bethany Assembly Of God
06.1985 - 08.1985
- Coordinated worship services, ensuring alignment with theological principles and congregational needs.
- Enhanced congregation's spiritual growth by delivering thought-provoking sermons weekly.
Assistant Director
Teen Challenge of Washington, DC./ Maryland
08.1984 - 08.1985
- Analyzed performance metrics to identify areas for improvement and inform decision-making processes.
- Collaborated with stakeholders to align objectives and ensure successful execution of initiatives.
- I oversaw the day to day operations of the Center.
- I traveled on the weekends to various church's to minister and raise awareness and support for Teen Challenge.
Assistant Dean of Men/ Part-time Instructor
Southeastern University
08.1984 - 07.1985
- Fostered a supportive environment that encouraged open dialogue among both students and staff members.
- Communicated with university administrators and school officials.
- Improved policies and procedures to maximize student safety and campus security.
- Improved student performance by defining clear goals and communicating performance metrics.
- Promoted a positive learning environment by establishing clear expectations and maintaining consistent classroom management techniques.
Clerical Worker
J C Bradford and Company
06.1978 - 08.1978
- Completed clerical tasks such as filing, copying, and distributing mail.
- Maintained strict confidentiality when handling sensitive information, adhering to company policies regarding privacy protection.
- Performed data entry tasks with a focus on accuracy and detail.
- Processed incoming correspondence and routed to appropriate departments.
- Reduced errors in data entry tasks by implementing a thorough proofreading process before submitting documents.
- Promptly received and forwarded incoming communications, such as phone calls, emails, and letters, to appropriate staff.
- Edited and proofread documents for accuracy and completeness.
- Created and maintained detailed records of all office activities.
- Informed and supported business leaders through consistent communication and administrative support duties.
- Processed incoming and outgoing mail and packages according to established procedures.
Education
No Degree - Accounting And Computer Classes
Wagner College
Staten Island, NYPhilosophy Class
Missouri State University
Springfield, Missouri, MOMaster of Divinity - Pastoral Counseling/Cross- Cultural Studies
Assemblies of God Theological Seminary
Springfield, Missouri07-1983
Bachelor of Arts - Biblical Studies/Biblical Languages
Central Bible College
Springfield, MO05-1981
High School Diploma -
Hudson Catholic High School
Jersey City, NJ06-1977
Elementary School Diploma -
Our Lady of Mercy Elementary School
Jersey City, NJ06-1973
No Degree - Kindergarten Thru 4th Grade
Public School #30
Jersey City, NJ01-1969
Skills
- Investment advice
- Relationship building and management
- Analytical thinking
- Sales expertise
- Risk assessment
- Financial advising
- Attention to detail
- Wealth management
- Asset allocation
- Retirement needs
- Long-term care planning
- Account performance reviews
- Investment management
Interests
Additional Information
I served on the Patient and Family Advisory Council at Cox Health in Springfield Missouri (2009-2010)
Timeline
Financial Advisor/ Franchise Owner
Ameriprise Financial, LLC.
04.1992 - 10.2025
School Administrator/Principal/Minister of Education
Happy Day Childcare Center/Calvary Christian Academy/Calvary Temple
08.1990 - 08.1991
7th and 8th Grade Teacher
Heritage Academy
10.1989 - 06.1990
Minister of Christian Education
Christian Life Center
01.1987 - 11.1987
Junior/Senior High Teacher/Guidance Counselor/Pastor
Westbank Cathedral Academy and Church
08.1985 - 06.1987
Interim Minister
Bethany Assembly Of God
06.1985 - 08.1985
Assistant Director
Teen Challenge of Washington, DC./ Maryland
08.1984 - 08.1985
Assistant Dean of Men/ Part-time Instructor
Southeastern University
08.1984 - 07.1985
Clerical Worker
J C Bradford and Company
06.1978 - 08.1978
No Degree - Accounting And Computer Classes
Wagner College
Philosophy Class
Missouri State University
Master of Divinity - Pastoral Counseling/Cross- Cultural Studies
Assemblies of God Theological Seminary
Bachelor of Arts - Biblical Studies/Biblical Languages
Central Bible College
High School Diploma -
Hudson Catholic High School
Elementary School Diploma -
Our Lady of Mercy Elementary School
No Degree - Kindergarten Thru 4th Grade
Public School #30