Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
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Ella Yeates

Houston,TX

Summary

Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

11
11
years of professional experience

Work History

Financial Planner

Northwestern Mutual
Houston, TX
03.2024 - Current
  • Analyzed financial data and projections to develop comprehensive financial plans for clients.
  • Prepared customized investment portfolios based on clients' risk tolerance, goals, and time horizons.
  • Provided advice on insurance coverage, estate planning, and tax strategies.
  • Researched potential investments such as stocks, bonds, mutual funds, annuities, and other securities.
  • Drafted reports detailing current financial positions and future investment opportunities for review by clients.

Nanny

Bethia Wedeberg
Shreveport, LA
11.2022 - 03.2024
  • Provide loving and attentive care to children aged 1-14, ensuring their safety and well-being
  • Engage in activities, help with homework, and create a nurturing environment.

Preschool Teacher

Jackson Hole Mountain Resort
Jackson Hole
08.2021 - 08.2022
  • Taught children foundational skills in colors, shapes, and letters
  • Implemented hands-on, play-based strategies for experiential learning
  • Controlled classroom environment with clearly outlined rules and positive reinforcement techniques
  • Developed professional relationships with parents, teachers, directors, and therapists
  • Encouraged children to be understanding of others, show good manners, and instructed in other social development behaviors.

Social Coordinator and Hostess

Fred's Bar and Grill
Baton Rouge
09.2019 - 06.2021
  • Managed daily operation logistics, with responsibilities ranging from financial organization to ensuring a positive guest experience
  • Maintained close communication with patrons to mitigate service issues.

Camp Counselor and Lead Teacher

Saint Paul's Day School
Shreveport
05.2013 - 05.2021
  • Executes creative and educational activities with elementary-aged children
  • Serves as a teacher's assistant with plans, supplemental work, camp logistics, and childcare.

Lifeguard

Trail West Lodge
Buena Vista
06.2018 - 07.2018
  • Served as a children's camp mentor leader, groundskeeper, and lifeguard
  • Managed the camp's water recreation center
  • Monitored behaviors for safety violations and took steps to prevent further violations
  • Logged chemical readings to keep pool water at safe levels and avoid potential illness among patrons.

Education

Bachelor of Science - Early Childhood Education

Louisiana State University
05.2021

Skills

  • CPR/First-aid certified
  • Social skills development
  • Conflict resolution
  • Teambuilding
  • Team management
  • Investment Consulting and Planning
  • Report Writing
  • Client Relationship Development
  • Account Performance Reviews
  • Wealth Management

Accomplishments

Camino De Santiago / Pilgrimage

800 km pilgrimage from St. Jean Pied de Port, France to Santiago, Spain. Walking this pilgrimage demonstrates commitment, endurance, and cultural appreciation. Overcame challenges and embraced new experiences.

Timeline

Financial Planner

Northwestern Mutual
03.2024 - Current

Nanny

Bethia Wedeberg
11.2022 - 03.2024

Preschool Teacher

Jackson Hole Mountain Resort
08.2021 - 08.2022

Social Coordinator and Hostess

Fred's Bar and Grill
09.2019 - 06.2021

Lifeguard

Trail West Lodge
06.2018 - 07.2018

Camp Counselor and Lead Teacher

Saint Paul's Day School
05.2013 - 05.2021

Bachelor of Science - Early Childhood Education

Louisiana State University

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Ella Yeates