Lori DeFoe
Plymouth,Minnesota
Summary
My superior work ethic and extreme attention to detail has been demonstrated throughout my years of experience in banking, real estate, personal fitness training, teaching, business aviation, and post-graduate studies abroad and in the United States. As a result of my own financial life experiences, I have developed a burning passion to embark on this epic journey that will allow me to help individuals of all ages and socioeconomic status to achieve their short term and long term financial "life" planning goals with positivity and confidence. As a reliable and dedicated company team player, I believe securing the financial planning assistant position of Wealth Enhancement Group, aligns with my vision to begin a beautiful career catering to individuals and families with this award winning RIA firm.
Overview
21
21
years of professional experience
Work History
Mother/Graduate Student (completed 11/2022)
London School Of Business And Finance
United States And France
01.2020 - Current
- Provided daily care and assistance to my 4 children as an expat residing outside Paris, France from January 2020 to June 2021 and participated in full language and cultural immersion while simultaneously pursuing online LSBF Master's degree in Finance and Investments
Certified Personal Trainer
Elite Fitness
Boca Raton , Florida
11.2018 - 01.2020
- As a customer preferred trainer, delivered individualized and vigorous weight training routines tailored to high-net worth individuals
- Utilized outside-sales techniques to win new business and sell custom fitness packages on commission
Preschool Programs Instructor
KinderCare Learning Centers
Tucson , AZ
05.2008 - 09.2009
- Delivered high energy instruction in phonics, math, music, fitness, and Spanish learning modules to preschool children in 5 different learning centers in Tucson
- Promoted these income producing programs to parents through interactive "open houses," individual child recruitment and artistic bulletin board advertisements
Contract Part 91/135 Cabin Attendant
Fairwind Air Charter, United Capital, Victory AVN
Boca Raton And Stuart , FL
12.2004 - 01.2006
- Provided exemplary in-flight service to a discerning VIP clientele in large-cabin business aircraft on domestic and international flights (North America and Europe) for Part 91 and ARGUS Platinum / Wyvern Wingman certified Part 135 operators. Served with a passion for safety on a variety of aircraft types to include GIII, GIV, GV, and BBJ
Customer Service Representative
Wachovia Bank, AmTrust Bank
Boynton Beach , FL
06.2006 - 01.2007
- Provided various customer transactions and banking services in a professional, efficient manner
- Identified sales opportunities and referred customers to branch partners in financial services.
Licensed Real Estate Agent
Coldwell Banker
Boca Raton , FL
11.2001 - 05.2003
- Represented buyers and sellers in the sales transactions of residential and commercial property
Education
Master of Science - Finance And Investments
London School of Business And Finance
London, UK11.2022
Bachelor of Science - General Studies
Florida Atlantic University
Boca Raton, FL05.2019
Corporate Cabin Attendant Initial Course
FlightSafety International
Savannah, GA11.2004
Real Estate Sales Associate Pre-license Course
Gold Coast Schools
Boca Raton, FL11.2001
Skills
- FINRA SIE exam- scheduled 3/7/23
- Large database research, survey creation and data analysis
- Microsoft Office Suite, to include advanced Excel
- French - Level 2 (IRL) Limited Working Proficiency
- 20 years non-profit organizational leadership
Timeline
Mother/Graduate Student (completed 11/2022)
London School Of Business And Finance
01.2020 - Current
Certified Personal Trainer
Elite Fitness
11.2018 - 01.2020
Preschool Programs Instructor
KinderCare Learning Centers
05.2008 - 09.2009
Customer Service Representative
Wachovia Bank, AmTrust Bank
06.2006 - 01.2007
Contract Part 91/135 Cabin Attendant
Fairwind Air Charter, United Capital, Victory AVN
12.2004 - 01.2006
Licensed Real Estate Agent
Coldwell Banker
11.2001 - 05.2003
Master of Science - Finance And Investments
London School of Business And Finance
Bachelor of Science - General Studies
Florida Atlantic University
Corporate Cabin Attendant Initial Course
FlightSafety International
Real Estate Sales Associate Pre-license Course
Gold Coast Schools
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