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
04.2024 - 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
04.2021 - 04.2024
- 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
09.2013 - 05.2015
- 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
08.2004 - 06.2007
- 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
04.2024 - Current
Financial Services Professional
GrowStrong Wealth Strategies
04.2021 - 04.2024
Writing Tutor
Pearson Educational Measurement
09.2013 - 05.2015
Third Grade Classroom Teacher
J.o. Combs Unified School District
08.2004 - 06.2007
Master of Arts - Education
University of Phoenix
Bachelor of Science - Horticulture
Iowa State University
Similar Profiles
James WilliamsJames Williams
Service Experience Representative at LPL Financial ServicesService Experience Representative at LPL Financial Services
Maria Isabel PerezMaria Isabel Perez
Payroll Specialist at LPL Financial ServicesPayroll Specialist at LPL Financial Services
Julia KinleyJulia Kinley
Office Manager at LPL Financial ServicesOffice Manager at LPL Financial Services