Samantha Rauch
Denver,CO
Summary
Dedicated professional actively pursuing a full-time position that presents both dynamic challenges and opportunities for growth. Leveraging a proven track record of adept interpersonal skills, exceptional time management, and a talent for innovative problem-solving. Experienced in seamlessly managing multiple projects simultaneously while maintaining a steadfast commitment to precision and accuracy. Eager to contribute a blend of determination and proficiency to a forward-thinking team.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Fee-Only Associate Financial Planner
MY Wealth Planners
06.2021 - 07.2023
- Met extensively with diverse clients to conduct in-depth consultations regarding their financial aspirations, expenses, and both short-term and long-term investment objectives.
- Produced 40+ comprehensive financial plans to offer recommendations and supporting data.
- Established and fostered over 100 client relationships, effectively maximizing satisfaction levels and trust.
- Employed a holistic methodology to assess multifaceted financial strategies, encompassing; retirement, taxation, investment, estate planning, and budgeting.
Fee-Only Financial Planning Intern
MY Wealth Planners
06.2020 - 07.2020
- Initiated and organized meetings with clients to comprehensively explore their individual objectives and core values.
- Demonstrated strong aptitude in supporting essential account management responsibilities while operating under direct supervision.
- Supported innovative strategies by curating and maintaining client portfolios, concurrently crafting and enhancing tailored financial plans.
- Analyzed financial data and presented meaningful insights and recommendations to senior management.
Server/Cocktail Waitress
Roaring Fork Club
05.2014 - 12.2019
- Proactively cultivated and honed exceptional communication, computer, and interpersonal skills, fostering seamless interactions with both customers and colleagues.
- Proficiently orchestrated executed private parties, upscale dining, and cocktail waitressing for crowds exceeding 100+ customers per shift.
- Mastered the operation of a POS system, navigating its functionalities to efficiently process orders, manage bills, and handle complimentary items.
Marketing Intern/Lifestyle Sampler
Power Crunch Protein Bar
01.2018 - 10.2018
- Analyzed data metrics to assess the efficacy of marketing tactics, enabling data-driven decision-making and refinement of strategies.
- Elevated brand visibility and product engagement by orchestrating dynamic interactive events, catering to audiences exceeding 500 attendees across multiple venues.
- Played an integral role in planning, coordination, and execution of impactful marketing events.
Camp Counselor
Camp Chip-A-Tooth
05.2012 - 08.2018
- Provided attentive care to groups of children aged 5 to 12, managing groups exceeding 15 children to ensure their well-being and engagement.
- Demonstrated commitment to inclusivity by proactively educating myself on best practices for assisting children with special needs and disabilities.
- Exercised leadership and responsibility by safely guiding children through a wide range of camp activities, enhancing their participation and overall experience.
Education
Bachelor of Science - Business Administration
University of Colorado At Boulder
Boulder, CO05.2021
Bachelor of Science - Business Administration, Finance and Personal Financial Planning
University of Colorado Boulder – Leeds School of Business
Boulder05.2021
Skills
- Proficient in: Microsoft Word, Excel, and PowerPoint
- Knowledgeable in iRebal, eMoney, and Advyzon
- Client Relationship Development
- Strategic Financial Planning
- Organizational/Time Management
- Teamwork and Collaboration
- Leadership
- Interpersonal
Certification
- Series 65 License
Leadership & Volunteer
- FPA NexGen Public Relations Co-Coordinator: Elevated the visibility and engagement of the NexGen community through strategic initiatives:
- LinkedIn Page Establishment: Successfully launched and managed the NexGen LinkedIn page, serving as a vibrant hub for connecting with professionals and disseminating valuable content.
- Podcast Brainstorming: Spearheaded the conceptualization of an engaging podcast series, creating a platform to amplify members' insights and perspectives.
- Content Curation: Collected and curated diverse topics of expertise from community members, ensuring a steady stream of high-quality content for publication.
- BNI 2 Y.E.S: Fostered a collaborative environment where members shared insights, experiences, and knowledge, resulting in the exchange of valuable professional referrals.
- Nexus Young Professionals Group: Collaborated with a diverse group of motivated young professionals, spanning the age range of 20-30, to actively engage with and contribute to the local community.
- Longmont Chamber of Commerce: Actively engaged in a series of networking events, representing MY Wealth planners and fostering beneficial connections within the community.
- Financial Planning Association: Took part in an intensive eight-week Continuing Education program, endorsed by the FPA, to bolster expertise across a spectrum of pertinent subjects. This included expert-led sessions and hands-on software experience demonstrations.
Timeline
Fee-Only Associate Financial Planner
MY Wealth Planners
06.2021 - 07.2023
Fee-Only Financial Planning Intern
MY Wealth Planners
06.2020 - 07.2020
Marketing Intern/Lifestyle Sampler
Power Crunch Protein Bar
01.2018 - 10.2018
Server/Cocktail Waitress
Roaring Fork Club
05.2014 - 12.2019
Camp Counselor
Camp Chip-A-Tooth
05.2012 - 08.2018
Bachelor of Science - Business Administration
University of Colorado At Boulder
Bachelor of Science - Business Administration, Finance and Personal Financial Planning
University of Colorado Boulder – Leeds School of Business
- Series 65 License
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