Michelle Gu
College Park,MD
Summary
Motivated student currently working towards a degree in Classics. Adept at prepping resources, equipment, and materials for research. Extensive background in investigating Historical research.
Overview
5
5
years of professional experience
Work History
Financial Advisor
World Financial Group WFG
06.2020 - Current
- Met with clients to discuss assets, expenses, and long-term and short-term investment goals to devise personalized financial plans.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each client's individual needs.
- Developed comprehensive retirement planning strategies to help clients maximize retirement savings.
- Recruited, trained, and mentored junior financial and support staff to generate ideas, share knowledge, and grow the firm.
- Led meetings and debriefs for office team members to discuss current progress and goals
- Held workshops to educate clients and team members on various financial matters, services, and products
Assistant Managing Coach
Machine Aquatics
04.2022 - 05.2023
- Helped prepare swimmers for competitive meets across the East Coast.
- Created workout plans for a wide range of swimmers from ages 5 - 18.
- Maintained open communications with parents and guardians to keep everyone informed about schedules, administrative requirements, and practice updates.
- Collaborated with swim team coaches to develop successful training plans.
- Took notes strengths and weaknesses of each child in class to track progress.
- Coached and facilitated swim meets to identify future practice plans for swimmers to improve.
Worship Leader
Chinese Bible Church Of Maryland
08.2018 - 08.2020
- Organized and led a team of musicians through weekly practices and church worship.
- Developed programs for holidays and unique events.
- Attending administrative and leadership meetings to discuss congregational goals and missions.
- Planned worship practices and scheduling around members' availability
- Oversaw budget and programming for worship arts ministry and engaged outside services economically and responsibly.
- Wrote and implemented innovative worship programs and documented worship plans for easy future retrieval.
- Held the worship team accountable and continually encouraged, equipped, and empowered volunteers.
Education
Bachelor of Arts - Classical Languages And Literatures
University of Maryland - College Park
College Park, MD05.2024
Skills
- Academic Research
- Proficiency in Mandarin
- Consultative Techniques
- Presentations
- Event Planning
- File and Records Management
Timeline
Assistant Managing Coach
Machine Aquatics
04.2022 - 05.2023
Financial Advisor
World Financial Group WFG
06.2020 - Current
Worship Leader
Chinese Bible Church Of Maryland
08.2018 - 08.2020
Bachelor of Arts - Classical Languages And Literatures
University of Maryland - College Park
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