Joanna Walker
Goodyear,AZ
Summary
Accomplished, compassionate professional, adept in relationship building and business management. Leveraged adaptability and effective communication to enhance client satisfaction and achieve long-term financial objectives. Demonstrated success in boosting others' confidence, underscoring a unique blend of hard and soft skills.
Overview
20
20
years of professional experience
Work History
Financial Services Professional
LPL Financial Services
2024.04 - Current
- Assessed client risk tolerance levels, recommending suitable investments based on individual profiles and preferences.
- Actively participated in networking events within the community, generating new business leads and increasing overall brand awareness.
- Developed customized retirement planning solutions, helping clients achieve their long-term financial objectives.
- Successfully managed a diverse range of client accounts while maintaining strict adherence to regulatory guidelines.
Financial Services Professional
GrowStrong Wealth Strategies
2021.04 - 2024.04
- Increased client satisfaction by providing comprehensive financial advice and personalized investment strategies.
- Assessed client risk tolerance levels, recommending suitable investments based on individual profiles and preferences.
- Developed customized retirement planning solutions, helping clients achieve their long-term financial objectives.
Writing Tutor
Pearson Educational Measurement
2013.09 - 2015.05
- Enhanced student writing skills by providing individualized feedback and guidance on essays and assignments.
- Provided constructive criticism while maintaining a supportive environment to foster growth in students' writing abilities.
- Assisted students in understanding complex grammatical rules and proper sentence structure for clearer communication.
Third Grade Classroom Teacher
J.o. Combs Unified School District
2004.08 - 2007.06
- Implemented differentiated instruction strategies, ensuring all students were able to access the curriculum and make progress in their learning.
- Participated in ongoing professional development opportunities, staying current on best practices in education and refining instructional techniques accordingly.
- Established clear expectations for behavior and classroom management, creating a respectful and productive learning atmosphere.
- Boosted student confidence through consistent encouragement and positive reinforcement, fostering a supportive learning environment.
Education
Master of Arts - Education
University of Phoenix
Tempe, AZ01.2004
Bachelor of Science - Horticulture
Iowa State University
Ames, IA05.1997
Skills
- Problem-Solving
- Relationship Building
- Adaptability and Flexibility
- Effective Communication
- Confidence Building
- Business Management and Development
Timeline
Financial Services Professional
LPL Financial Services
2024.04 - Current
Financial Services Professional
GrowStrong Wealth Strategies
2021.04 - 2024.04
Writing Tutor
Pearson Educational Measurement
2013.09 - 2015.05
Third Grade Classroom Teacher
J.o. Combs Unified School District
2004.08 - 2007.06
Master of Arts - Education
University of Phoenix
Bachelor of Science - Horticulture
Iowa State University
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