Laura Valls
Alice,TX
Summary
Dynamic Financial Broker and seasoned Secondary Mathematics Teacher with a proven track record at Primerica Financial Services and in educational institutions. Expert in market trend analysis and critical thinking, adept at fostering client relations and mentoring with a focus on strategic planning and compliance adherence. Achieved significant improvements in client portfolio performance and student learning outcomes.
Overview
24
24
years of professional experience
1
1
Certification
Work History
Financial Broker
Primerica Financial Services
Alice, TX
07.2019 - Current
- Maintained up-to-date knowledge of market trends, enabling informed recommendations to clients.
- Collaborated with cross-functional teams to provide comprehensive financial solutions for clients.
- Mentored junior brokers, sharing best practices and expertise in the field of finance.
- Worked closely with compliance officers to ensure adherence to industry regulations and company policies.
Secondary Mathematics Teacher
San Diego ISD
San Diego, TX
08.2011 - 05.2019
- Maintained open and productive communication with teaching staff, administration, students and parents.
- Served on school committees focused on curriculum development, contributing valuable input based on professional expertise.
- Developed lesson plans to adhere to clear departmental and school policy objectives.
- Enhanced the educational experience by designing and implementing engaging classroom activities for diverse learners.
- Mentored new teachers to help them succeed in their roles, providing guidance on effective teaching practices and classroom management techniques.
- Implemented inquiry-based learning strategies, encouraging critical thinking and problem-solving skills among students.
- Collaborated with colleagues to develop interdisciplinary projects, fostering a comprehensive learning environment.
- Administered assessments and standardized tests to evaluate student progress.
- Diversified teaching techniques and learning tools help students with differing ability levels and varied learning modalities.
- Utilized multimedia strategies and technology to convey information in fresh and interesting ways.
- Prepared and implemented lesson plans covering required course topics.
- Kept abreast of technological advances in mathematics and adapted curriculum for individual, small group and remedial instruction to meet diverse needs of high school students.
- Assisted in development of college and career readiness programs.
- Developed and implemented variety of instructional strategies to meet diverse needs of students.
Secondary Mathematics Teacher
Agua Dulce ISD
Agua Dulce, TX
08.2000 - 05.2011
- Dealt with inappropriate behavior quickly and effectively to maintain calm learning environment.
- Changed lesson plans and learning approach frequently to keep students engaged.
- Developed and implemented variety of instructional strategies to meet diverse needs of students.
- Developed and implemented behavior management plans to address student issues.
- Assessed and evaluated student performance through use of standardized testing.
- Assisted in development of college and career readiness programs.
- Built variety of formative and summative assessments to measure student progress.
- Kept abreast of technological advances in mathematics and adapted curriculum for individual, small group and remedial instruction to meet diverse needs of high school students.
Education
Bachelor of Arts - Mathematics
Texas A&M University - Kingsville
Kingsville, TX12.2000
Skills
- Fundamental Analysis
- Retirement planning
- Portfolio Management
- Wealth Management
- Asset Allocation
- Financial Planning
- Investment strategies
- Computer Skills
- Critical Thinking
- Customer Service
- Team Leadership
- Decision-Making
- Relationship Building
- Microsoft Office
- Coaching and Mentoring
- Client Relations
- Documentation
- Know Your Customer
- Risk Assessment
- Strategic Planning
- Schedule Management
- Prospecting and Networking
- Product and Service Sales
- Compliance adherence
- Customer Needs Assessment
- Records Management
- Market Research
- Market Trend Analysis
- Cost Calculation
- Market Analysis
- Business Growth
- Compliance requirements
- Regulatory Compliance
- CRM Software
- Cash equities
- Complex Mathematics
- Stock Market Terminology
- Team Collaboration
- Service Sales
Certification
- Series 26 Principal/Supervisory Exam - October 2018
- Series 6 General Securities/Products
- Series 63 State Securities Law
- Licensed in CA, WA, TX, LA, OK
Timeline
Financial Broker
Primerica Financial Services
07.2019 - Current
Secondary Mathematics Teacher
San Diego ISD
08.2011 - 05.2019
Secondary Mathematics Teacher
Agua Dulce ISD
08.2000 - 05.2011
Bachelor of Arts - Mathematics
Texas A&M University - Kingsville