Lana Roda
Centreville,USA
Summary
Client-focused and detail-oriented financial planning professional graduating in December 2025, with a proven ability to build trusted client relationships and manage complex financial transactions. Brings leadership and operational management experience across retail, hospitality, and coaching, with expertise in budgeting, cash flow oversight, and strategic planning. Committed to empowering clients to make informed financial decisions through effective communication and data-driven analysis, and eager to leverage personalized planning skills to drive client success and long-term financial stability.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Shift Supervisor
Starbucks
Centreville, Virginia
02.2021 - Current
- Customer Relationship Management – Building trust and rapport with clients to understand needs, and provide tailored solutions.
- Financial Transactions & Cash Handling – Managing daily cash flow, reconciling tills, and ensuring accuracy in monetary exchanges.
- Sales and Upselling Techniques – Identifying customer needs and recommending products to meet targets.
- Problem-Solving and Conflict Resolution – Quickly identifying issues and implementing effective solutions to maintain client satisfaction.
- Operational Efficiency – Streamlining workflows to improve productivity, and reduce errors.
- Goal-Oriented Planning – Setting daily targets for team performance, and monitoring progress.
Coach
Dynamix Volleyball Club
Warrenton, Virginia
02.2021 - 02.2023
- Goal Setting and Progress Tracking – Establishing measurable performance objectives and monitoring results over time.
- Strategic Planning – Developing and adjusting game plans based on real-time performance data.
- Performance Analysis – Reviewing results to identify trends and areas for improvement.
- Time Management – Balancing practice schedules, travel, and event deadlines efficiently.
- Clear communication – explaining complex strategies in simple, actionable terms.
Education
Finanical Planning -
Arizona State University
12-2025
The Externship – Amplified Planning
07-2025
Health And Life Insurance Licensed
SIE Licensed
Skills
- Client relationship management
- Financial transactions and cash handling
- Budgeting and cost control
- Goal setting and progress tracking
- Strategic planning
- Operational Efficiency
- Problem-solving and conflict resolution
- Communication and presentation skills
- Financial planning software
- Critical thinking
Certification
- eMoney certified user with proficiency in building comprehensive financial plans, performing cash flow projections, and tracking client goals through interactive planning tools. Skilled in leveraging eMoney’s data integration and reporting features to deliver clear, actionable insights that support informed client decision-making.
Timeline
Shift Supervisor
Starbucks
02.2021 - Current
Coach
Dynamix Volleyball Club
02.2021 - 02.2023
Finanical Planning -
Arizona State University
The Externship – Amplified Planning
Health And Life Insurance Licensed
SIE Licensed