Luanna Romero
Albuquerque,NM
Summary
Dynamic business professional with a robust background in education and retail sectors, encompassing instruction, sales, accounting, and administrative roles. Recognized for exceptional communication and presentation skills that foster cross-functional collaboration to drive key performance metrics while developing tailored instructional strategies. Expertise in crafting comprehensive financial plans aligned with individual client needs, leveraging a deep understanding of investment options and market dynamics to enhance financial security. Committed to delivering personalized financial advice and implementing effective investment strategies that empower clients to achieve their financial aspirations.
Overview
26
26
years of professional experience
Work History
Financial/Retirement Specialist
Entrusted Financial Solutions
05.2023 - Current
- Worked with clients to support understanding of rationale and details of financial strategies.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Facilitated new client onboarding process and investment account setup.
- Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
- Presented financial plans and investment recommendations to clients.
- Monitored and updated financial plans to comply with client goals.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Coordinated with financial advisors to develop long-term investment strategies.
Techer
Explore Academy
06.2022 - 01.2024
- Developed and implemented classroom routines to address varying student needs.
- Adapted teaching methods and materials to meet students' varying needs.
- Boosted cultural awareness by incorporating children's literature from world cultures.
- Created and developed lesson plans to meet students' academic needs.
- Communicated frequently with parents, students, and faculty to provide feedback and discuss instructional strategies.
- Participated in department meetings to provide input to colleagues about student achievement and improvement.
- Increased educational expertise and knowledge by participating in instructor-oriented workshops.
- Helped students explore concepts with engaging, learning-focused activities.
Teacher
Tierra Antigua Elementary
08.2007 - 06.2022
- Teach grades 3 – 5, data driven instruction, curriculum development, individual and small group learning opportunities, classroom management.
- Develop and implement data based curriculum, assess results, and craft plans to achieve established outcomes.
- Serve as Team Leader and Grade Level Chair, providing coaching, training, and opportunities for professional development.
- Appointed Health and Wellness Coordinator – increasing awareness regarding available opportunities for all teachers and staff, and attend events in person or virtually on a regular basis.
- Served on the Instructional Council Committee, overseeing the budget, curriculum, determining outcomes and implementing school-wide, defining COVID-related decisions.
Seasonal Sales Associate – part time
Old Navy
10.2011 - 02.2012
- Conducted administrative and sales related tasks, including utilizing Point of Sale system, engaging with customers, answering questions, conducting inventory, organizing returns, and resolving issues.
Buying and Receiving Jewelry Supervisor
Avila Retail
03.2003 - 01.2007
- Supervised a staff of three, assisted in opening new stores in three states, and managing inventory for 6 locations.
Administrative Assistant for the Buying Office
American Home Furnishings
08.1999 - 03.2004
- Administrative duties to the lead buyer and 2 assistant buyers, managed calendars, travel and communication between buyers, sales associates and vendors.
Education
Bachelor of Arts - Elementary Education
01.2007
Associate of Arts - Elementary Education
01.2007
Skills
- Goal-oriented financial management
- Client engagement strategies
- Clear and concise communication
- Comprehensive financial goal setting
- Comprehensive retirement planning
- Engaging presentation skills
- Suggest suitable financial solutions
- Client support education
- Effective team collaboration
- Designing comprehensive financial plans
- Proposals and presentations
- Analytical problem-solving
Timeline
Financial/Retirement Specialist - Entrusted Financial Solutions
05.2023 - Current
Techer - Explore Academy
06.2022 - 01.2024
Seasonal Sales Associate – part time - Old Navy
10.2011 - 02.2012
Teacher - Tierra Antigua Elementary
08.2007 - 06.2022
Buying and Receiving Jewelry Supervisor - Avila Retail
03.2003 - 01.2007
Administrative Assistant for the Buying Office - American Home Furnishings
08.1999 - 03.2004
TVI - Associate of Arts, Elementary Education
New Mexico Highlands University - Bachelor of Arts, Elementary Education