KADE LEUTHAUSER
Arvada,CO
Summary
Personable and resilient, with strong sense of duty and teamwork. Developed skills in high-pressure, emergency environments, including quick decision-making and effective problem-solving. Seeking to transition into new field where these skills can be applied and expanded. Focused on contributing to team success and achieving positive outcomes.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Wealth Management Assistant
Cooney Associates
10.2023 - Current
- Prepared for and passed FINRA SIE, Series 7, and Series 66 licensing exams and maintained certifications
- Assist in financial plan creation by gathering client data and preparing customized reports.
- Conduct cost basis calculations for investment accounts and assist with tax-efficient strategies.
- Facilitate clearing and settlement of trades while ensuring compliance with regulatory standards.
- Prepare and review financial documents, including investment proposals and client presentations.
- Perform risk assessments by analyzing portfolio exposure and market conditions.
- Support portfolio management by monitoring asset allocation and performance metrics.
- Conduct security and investment research to aid in decision-making and strategy development.
Lifeguard Instructor
Colorado State University Recreation/Red Cross
12.2021 - 05.2023
- Plan, prepare, and instruct a variety of American Red Cross certification classes
- Assessed student knowledge based on standardized assessments and technique demonstrations
- Used oral, written and practical tests to assess students' progress with course material
- Tested students and granted Red Cross Certifications upon passing of exams
Recreation Supervisor/Audit Manager
Colorado State University Recreation
08.2022 - 05.2023
- Create, execute, and manage CPR, First Aid and Situational Audits for Recreation Supervisor team
- Tested workers in specific workplaces to establish performance benchmarks and determine training needs
Recreation Supervisor
Colorado State University Recreation
02.2022 - 05.2023
- Ensure facilities operations run smoothly through communication, delegation, and responding to any calls for assistance
- Maintained master calendar of events and facility operations
Aquatics Manager of Administration
Colorado State University Recreation
11.2021 - 02.2023
- Assist in maintaining pool and lifeguard needs with policy enforcement, pump room operations, and pool chemical maintenance
- Manage payroll, operations, and communications software (Connect2), monthly skills checks, and monthly swim testing for lifeguards
- Assist in bi-weekly lifeguard training on water safety skills, policy enforcement and emergency action plan protocol
- Minimized equipment and facilities downtime by coordinating with maintenance teams to handle updates and repairs
- Lifeguarding Instructor Certification
Lifeguard
Colorado State University Recreation
06.2021 - 12.2022
- Enforced pool regulations and water safety policies
- Administered first aid and responded to swimmers in distress
- Provided helpful and enthusiastic customer service to all guests
- Complied with safety standards by keeping impeccable records of daily activities and safety incidents
- Carried out major clean ups at end of day
Education
Bachelor of Marketing -
Colorado State University
05.2023
Bachelor of Finance - Corporate Finance, Investment Finance
Colorado State University
05.2023
Skills
- Exceptional communication
- Public safety awareness
- Team leadership qualities
- Effective problem-solver
- Customer service expertise
- First aid expertise
- Health and safety regulations
- Safety monitoring
- AED operation
- First aid
Certification
- CPR/AED and First Aid Certification (Red Cross)
Languages
Spanish
Elementary
Chinese (Mandarin)
Elementary
Timeline
Wealth Management Assistant
Cooney Associates
10.2023 - Current
Recreation Supervisor/Audit Manager
Colorado State University Recreation
08.2022 - 05.2023
Recreation Supervisor
Colorado State University Recreation
02.2022 - 05.2023
Lifeguard Instructor
Colorado State University Recreation/Red Cross
12.2021 - 05.2023
Aquatics Manager of Administration
Colorado State University Recreation
11.2021 - 02.2023
Lifeguard
Colorado State University Recreation
06.2021 - 12.2022
Bachelor of Finance - Corporate Finance, Investment Finance
Colorado State University
- CPR/AED and First Aid Certification (Red Cross)
Bachelor of Marketing -
Colorado State University
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