Jolunda Braziel Green
CEO
Olive Branch,MS
Summary
Determined Business Owner with commitment to excellence and more than 10 years of experience. Effective collaborator promoting innovation and problem solving skills.
Overview
8
8
years of professional experience
4
4
years of post-secondary education
Work History
Business Consultant
Break Out Solutions Consulting LLC
06.2016 - Current
- Empowering Financial Vision with Strategic Mindset
- Creating strategies: Developing strategies to help clients save money and increase revenue
- Analyzing information: Assessing factors like income, outgoings, debts, and capital
- Providing advice: Advising clients on a range of financial services and decisions, including budgeting, saving for big purchases, retirement planning, investing, and trust and estate planning
- Building relationships: Maintaining good relationships with existing clients and adapting their advice and strategies to meet unexpected changes in financial circumstances
- Producing reports: Producing financial reports and communicating to clients what figures mean
- Meeting regulations: Ensuring that clients' financial procedures and policies adhere to the law and meeting all regulatory requirements
- Increased client satisfaction by implementing tailored solutions for their unique business needs
- Evaluated situations and delivered targeted solutions using various tools and resources
- Evaluated customer needs and feedback to drive product and service improvements
- Gathered, organized and input information into digital database
Investment Assistant
Dr. Heavenly University
03.2022 - 12.2023
- Professional leadership of upscale clients in way of assisting to maneuver investment accounts
- Managed over 500 client accounts
- Managed over 100 calls per day
- Participated in ongoing professional development opportunities, staying current on industry trends and best practices relevant to investment management services
- Collaborated with cross-functional teams to implement trading strategies that were aligned with each client''s unique objectives and risk tolerance levels
- Provided exceptional customer service, addressing client concerns and inquiries effectively and professionally
- Successfully managed multiple tasks simultaneously while maintaining a high level of accuracy and attention to detail, resulting in seamless execution of daily responsibilities
- Effectively communicated complex financial concepts to clients during meetings or presentations while maintaining a professional tone
- Recruited and trained new investment team members
- Established key procedures for teams preparing documentation, models, and presentations
- Proactively resolved potential issues that could impact client relationships or business operations by identifying challenges early on and working collaboratively to find solutions
- Assisted in managing client accounts, resulting in improved customer satisfaction and retention rates
- Maintained a strong understanding of industry regulations and compliance requirements, ensuring all activities were conducted within legal guidelines
- Met and collaborated with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions
- Developed and maintained strong relationships with clients to maximize satisfaction
- Helped clients make informed decisions about financial future
- Researched and evaluated potential investment products for clients
- Recommended specific investments to help clients meet financial goals
- Implemented exit strategies for clients to transition out of investments
- Educated clients on financial topics and best practices
Mental Health Clinician & Wraparound Facilitator
Region IV - NFusion IV
08.2017 - 06.2018
- Accurately assess client needs
- Create treatment plans for their clients or work with other care providers within a facility to develop individual treatment plans to support positive outcomes for each patient
- Educate clients on coping skills and provide education about diagnoses
- Refer clients for other services available in community and communicate with other providers so they re able to refer clients for other services as needed
- Counseled children in school and home locations
- Managed treatment plan of at risk youth given by therapist and adjusted as needed
- Facilitated wraparound treatment plan for greater at risk teens
- Managed professional presentations and meetings to create “wraparound” team and support system for at risk individual
- Facilitated support groups, fostering peer connections and promoting open communication among participants
- Promoted a supportive environment by establishing rapport and trust with diverse clientele
- Trained new clinicians in agency policies and procedures, ensuring consistent service delivery across the organization
- Maintained ethical boundaries while demonstrating empathy to address sensitive topics during group or individual therapy sessions
- Provided crisis intervention services, de-escalating high-risk situations and connecting clients with appropriate resources
- Streamlined clinical documentation, maintaining accuracy and confidentiality in accordance with HIPAA regulations
- Strengthened client coping skills by providing psycho education on stress management techniques and self-care strategies
- Participated actively in weekly case conferences discussing progress/needs of clients to inform overall treatment approach
- Enhanced patient well-being by implementing evidence-based therapeutic interventions
- Developed tailored treatment plans by utilizing various therapeutic modalities such as CBT, DBT, and solution-focused therapy
- Collaborated with multidisciplinary team members for comprehensive mental health care plans
Education
MS - Psychology
Grand Canyon University
Phoenix, AZ 01.2021 - 05.2022
Coaching Certificate - Life Coaching
Proctor Gallagher Institute
Scottsdale, AZ 08.2021 - 05.2022
BS - Psychology
University of Phoenix
Phoenix, AZ 06.2015 - 05.2017
Skills
Leadership
Creativity
Problem Solving
Financial Skills
Resilience
Listening
Strategic Thinking
Interpersonal
Sales
Management
Adaptability
Customer Services
Coaching
Timeline
Investment Assistant
Dr. Heavenly University
03.2022 - 12.2023
Coaching Certificate - Life Coaching
Proctor Gallagher Institute
08.2021 - 05.2022
MS - Psychology
Grand Canyon University
01.2021 - 05.2022
Mental Health Clinician & Wraparound Facilitator
Region IV - NFusion IV
08.2017 - 06.2018
Business Consultant
Break Out Solutions Consulting LLC
06.2016 - Current
BS - Psychology
University of Phoenix
06.2015 - 05.2017