LuJuan Winningham
Houston,TX
Summary
Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
Dedicated and adaptable professional with a proactive attitude and the ability to learn quickly. Strong work ethic and effective communication skills. Eager to contribute to a dynamic team and support organizational goals.
Overview
4
4
years of professional experience
Work History
Financial Advisor/ Assistant
James Family Logistics
Houston, TX
10.2021 - Current
- Experienced in checking balance sheets and analyzing quarterly finances for accuracy
- Skilled in evaluating investment returns and forecasting financial outcomes to support decision making
- Proficient in using financial tools to optimize performance and drive business growth
- Provided personalized financial guidance and support to clients, ensuring their needs were addressed effectively
- While also managing different day to day tasks such as deliveries, answering calls, and other daily responsibilities
- Provided administrative support by maintaining client files, scheduling meetings and preparing correspondence.
- Organized documents required for account opening process in accordance with company policies and procedures.
- Performed data entry from paper documents, emails, and other sources into computer systems.
- Created spreadsheets to track data entries.
- Input client information into spreadsheets and company database to provide leaders with quick access to essential client data.
- Analyzed and processed current data records to provide detailed reports.
Professional Athlete
NFL/XFL
Arlington, TX
05.2022 - 07.2024
- Ability to perform under pressure, adapt to dynamic game situations, and collaborate effectively within a team environment
- Known for strong leadership skills, guiding teammates through adversity, and inspiring peak performance on and off the field
- Developed and maintained a rigorous physical training program to prepare for competitions.
- Participated in interviews, press conferences, and other promotional events to increase the team's visibility.
- Assisted younger athletes by providing advice based on personal experiences as a professional athlete.
- Actively participated in community outreach activities such as charity work or public speaking engagements.
- Exercised strong leadership skills and practiced self-discipline on and off field.
Management
Tropical Smoothie Café
Houston, TX
06.2023 - 02.2024
- Ensured day-to-day operations to ensure smooth functioning and adherence to company policies while leading a diverse team in achieving departmental company and personal goals
- Enhanced management and employee handling of situational issues with improved corrective actions, coaching and conflict management abilities.
- Assisted with budget development and management.
- Prepared monthly sales reports for management review.
- Compiled statistical reports for management review.
- Prepared reports related to inventory management activities.
Sales Representative
Restore Hyper Wellness and Cryotherapy
Little Rock, AR
01.2021 - 04.2021
- Delivered personalized client care and ensured positive customer experience
- Knowledge in health and wellness protocols
- Strong interpersonal and communication skills, adept at building rapport with clients to promote growth in company
- Cash handling
- Generated new sales leads through cold calling and networking activities.
- Conducted market research to identify potential customers and their needs.
- Organized client visits, presentations, product demonstrations and trade shows.
- Maintained accurate records of all sales and prospecting activities.
- Answered inquiries from prospective customers regarding features of products and services offered.
- Assisted in developing promotional materials such as flyers, brochures.
Education
Masters of Business Administration -
The University of Central Arkansas
Conway, AR11.2024
Bachelor of Finance -
The University of Central Arkansas
Conway, AR08.2021
Skills
- Communication
- Analytical
- Financial Planning
- Ethical Standards and Integrity
- Customer Relationship Management
- Data Analysis
- Time Management
- Financial Skills
- Sales
- Goal Oriented
- Software Proficient
- Investment strategies
- Cash flow management
- Investment planning
Awards
SLC Commissioners Academic Honor Roll (2020)
Timeline
Management
Tropical Smoothie Café
06.2023 - 02.2024
Professional Athlete
NFL/XFL
05.2022 - 07.2024
Financial Advisor/ Assistant
James Family Logistics
10.2021 - Current
Sales Representative
Restore Hyper Wellness and Cryotherapy
01.2021 - 04.2021
Masters of Business Administration -
The University of Central Arkansas
Bachelor of Finance -
The University of Central Arkansas