Summary
Overview
Work History
Education
Skills
Certification
Accomplishments
Timeline
Generic
Michael Smith

Michael Smith

Pingree Grove,IL

Summary

Motivated Financial Educator with 20+ years experience in financial education, planning, counseling and advising. Extremely knowledgeable in personal finance, budgeting, debt management, investing and financial planning. In depth understanding in financial markets, financial products and risk management. Proven track record in student collaboration and financial education. Excellent interpersonal and communication skills. Certifications in Microsoft 365, Google Apps for Education, Outlook, Adobe and other financial educational technology platforms.



Overview

25
25
years of professional experience
1
1
Certification

Work History

Retirement /Financial Consultant

Federal Solution Services
08.2023 - Current


  • Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
  • Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.

High School Teacher

Community Unit School District 303
01.2004 - 05.2023
  • Financial education, planning, counseling and advising.
  • Instruction in personal finance, budgeting, debt management, investing, and/or financial planning.
  • Creating and implementing financial literacy software and tools.
  • Personally created numerous personal finance and budgeting programs implemented at the District Level.
  • Excellent interpersonal and communication skills.
  • Expert certification in Google Apps for Eduction, Outlook and Microsoft Office 365.

Assistant Branch Manager

Wells Fargo Financial
12.1998 - 12.2002
  • Trained and developed new team members in alignment with branch service standards and objectives.
  • Conducted weekly staff meetings to motivate staff members, address concerns, and questions, plan improvements and evaluate progress toward goals.
  • Compiled financial data to comply with budget.
  • Created, presented and implemented personal financial plans, including budgeting, debt management and financial goals for various demographics in various client bases.

Education

MBA - Educational Leadership Studies

Aurora University
Aurora, ILLINOIS
05.2013

MASTER OF ARTS (M.A.) IN SECONDARY BUSINESS EDUCATION - Secondary Business Education

Roosevelt University
Chicago, ILLINOIS
12.2004

BBA - Minor in Finance

University of Kansas
Lawrence, KANSAS
05.1998

Skills

  • Education Funds
  • Financial Planning
  • Financial Services
  • Banking
  • Financial Advising
  • Financial Forecasting
  • Relationship Building and Management

Certification

  • Life Insurance Producer's License
  • Certified Federal Retirement Consultant
  • Type 09 Illinois Business Educations Teaching Certification (Accounting, Computer Sciences and Law)
  • Type 75 Illinois Educational Leadership

Accomplishments

  • Wells Fargo, "Summit Club". An elite group of sales personal whom exceeded quotas for consecutive quarters, while operating in the constraints of a projected budge.
  • Fraternity President of Alpha Kappa Psi

Timeline

Retirement /Financial Consultant

Federal Solution Services
08.2023 - Current

High School Teacher

Community Unit School District 303
01.2004 - 05.2023

Assistant Branch Manager

Wells Fargo Financial
12.1998 - 12.2002

MBA - Educational Leadership Studies

Aurora University

MASTER OF ARTS (M.A.) IN SECONDARY BUSINESS EDUCATION - Secondary Business Education

Roosevelt University

BBA - Minor in Finance

University of Kansas

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Michael Smith