Leah Smith

• Financial Assessment: Meet with clients to gather information about their financial goals, current financial situation, income, expenses, assets, liabilities, and risk tolerance. Conduct comprehensive analysis to their financial health to identify areas of improvement and opportunities of growth.
• Financial Planning: Develop customized financial plans based on clients goals, this may include strategies for retirement planning, investment allocation, tax planning, estate planning, insurance coverage, and debt management.
• Business Development: Generate new business opportunities through networking, referrals, and marketing. Build and maintain relationships with clients to foster long-term partnerships and client loyalty
• Compliance And Ethical Standards: Have clients best interest in mind

• Followed [State] curriculum accurately with detailed lesson plans.
• Prepared students for cosmetology exam with 100% pass rate .
• Planned both theory and practical lessons for students including lectures, hands on training to help students gain practical skills
• Monitor students progress: Evaluate student performance through practical exams, written test, competitions and other assessments
• Offer Guidance & Support : I Serve as a mentor to students, offering advice, encouragement and support throughout their educational journey
• Staying updated with latest industry trends, products knowledge and techniques.

• Loctician: Specializes in care, styling, and maintenance of dreadlocks ( Locs ). My primary role is to assist clients in achieving and maintaining healthy Locs
• Consultations: Meet with clients to discuss their desired hairstyle, assess hair type and condition , provide recommendations on achieving desired hairstyle.
• DreadLock Creation : Use Various techniques to create locs , such as palm rolling, back combing , interlocking , twisting or braiding. Taking in account clients preference.
• Scalp and Hair Care : Educate clients on proper scalp and hair care techniques to promote healthy Locs, Provide guidance on shampooing, conditioning and moisturizing Locs, as-well as suitable at home hair care products
• Client Education: Educate clients on overall process of growing and maintaining locs, including stages of locs and importance of patience.

• Processed various investor transactions, including purchases, sales, transfers , and redemption of securities, ensuring accuracy and adherence to regulatory guidelines
• Maintained accurate and up-to-date shareholder records, including account information, transaction history and contact details .
• Responded to investor inquiries and provided exceptional customer service, addressing concerns ,resolving issues, and providing accurate and timely information.

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• Sales & Development: Identifying potential customers and generating leads through various channels such as cold calling, networking , referrals and marketing campaigns. Meetings with clients to understand their insurance needs explaining policy options, and recommending suitable coverage
• Client Relationship Management: Building and maintaining relationships with clients to foster trust and loyalty. Providing ongoing customer service, addressing inquires, resolving issues and assisting with renewals or modifications.
• Sales Targets And Reporting: Setting and striving to achieve sales targets and key performance indicators. Tracking and reporting sales activities, conversion rates, and revenue generation to managers.
• Ethical Conduct :Maintained high ethical standards, ensuring transparency and acting in the best interest of the client

• Set up and managed team meetings.
• Partnered with project team members to identify and quickly address problems.
• Planned, executed, and controlled assigned projects, ensuring work performed complied with contractual requirements.
• Participated in management actives, reviewing proposed changes for potential impact on known problems and initiating proactive resolutions