Samantha Leitholf
Arnold,MD
Summary
Eager [Job Title] always ready and willing to assist fellow employees with job tasks. Handles various duties and assignments. Accustomed to multitasking and working quickly to meet challenging demands. Considered hardworking and reliable with great interpersonal skills.
Overview
8
8
years of professional experience
Work History
Nanny
Private Family
- Cared for three children under the age of ten for up to ten hours a day, five days a week
- Managed daily household tasks, transportation, meals, entertainment, etc
- Maintained busy schedule of summer activities and sports and regular engagement in developmental activities.
- Prepared meals and snacks for children based on dietary guidelines.
- Enhanced children''s emotional well-being by providing attentive care and nurturing relationships.
- Organized extracurricular schedules for sports and classes and provided safe transportation to different events.
- Built positive and nurturing environments to support child social and emotional growth.
Paraplanner
McAdam Financial
12.2022 - 02.2024
- Prepared accurate financial applications (Firelight, iPipeline, Docusign, Schwab etc.) for all meetings, ensuring smooth customer experience through each interaction
- Resolved queries from various high-ranking managers to aide in bringing client business to fruition
- Created financial reports for advisors using Nitrogen, MoneyGuidePro
- Ensured carriers/AE have all necessary paperwork and documents to process client applications
- Maintained and updated CRM for new and existing clients.
- Conducted thorough risk assessments for each client profile, enabling tailored advice that addressed individual needs.
- Created financial reports for staff and customer use.
- Enhanced client satisfaction by providing thorough financial planning support and timely recommendations.
- Maintained up-to-date knowledge of industry trends through continuous professional development activities.
- Prepared clear and concise reports that facilitated advisor-client communication and decisionmaking.
- Assisted in the preparation of annual reviews for existing clients, fostering trust through transparency.
- Performed audits of records and financial accounts for clients
- Developed strong working relationships with both internal colleagues and external partners to facilitate seamless coordination across all aspects of financial planning services.
Career Break
01.2022 - 12.2022
- Temporarily relocated for partner’s work assignment.
Restaurant Wait Staff
Cantler’s Riverside Inn
08.2019 - 11.2021
- Worked successfully as support staff for two years, promoted to wait staff for 2021
- Effectively communicated with guests and worked with a focus on accuracy, attention to detail, and efficiency while caring for my tables throughout their entire dining experience
- Collaborated with all members of the restaurant staff to ensure above satisfactory service
- Handled any customer service issues, involving management when necessary.
- Participated in monthly inventory checks, helping management maintain adequate stock levels and reduce waste costs.
- Resolved guest and employee complaints to maintain complete customer satisfaction and workforce effectiveness.
- Assisted in training new waitstaff, sharing best practices and improving overall team performance.
Nanny
Private Family
01.2020 - 07.2021
- Responsible for the care of an infant for eight hours a day, three days a week
- Organized fun and educational games, read stories, aided in development and prepared child for daycare.
Intern
Tech USA
06.2018 - 08.2018
- Worked with a contractor in the security field through the National Security Scholars Program.
- Gathered, organized and input information into digital database.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
Hostess
O’Loughlin’s Restaurant and Pub
07.2016 - 05.2017
- Interacted with all patrons to begin their experience at the restaurant
- Balanced customer service with day-to-day tasks including responsibility for take-out orders
- Responsible for seating customers, reconciling cash drawer, and supervising and training of new employees.
- Facilitated seamless handoffs between hosts and servers by thoroughly communicating important details about each party''s needs or special requests before seating them at their table.
- Helped facilitate cooperation between service and kitchen staff to professionally meet guest needs and resolve problems.
Education
Bachelor of Arts - Global Studies
Loyola University Maryland
01.2019
Skills
- Infant, toddler, and preschool curricula
- Creative play
- Meal Preparation
- Special Needs Care
- Communication Management Professional
- Clerical Support
- Strategic Thinking
Timeline
Paraplanner
McAdam Financial
12.2022 - 02.2024
Career Break
01.2022 - 12.2022
Nanny
Private Family
01.2020 - 07.2021
Restaurant Wait Staff
Cantler’s Riverside Inn
08.2019 - 11.2021
Intern
Tech USA
06.2018 - 08.2018
Hostess
O’Loughlin’s Restaurant and Pub
07.2016 - 05.2017
Nanny
Private Family
Bachelor of Arts - Global Studies
Loyola University Maryland
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