Shelley Li
Eden Prairie,MN
Summary
Professional financial advisor, experienced store owner, and massage therapist with a focus on enhancing client wellness through diverse massage techniques. Skilled at leading profitable operations, managing employees, and marketing businesses. Known for effectively educating clients on wellness practices, and managing operations to ensure a high-quality service experience.
Overview
9
9
years of professional experience
Work History
Financial Advisor
World Financial Group
Edina, Minnesota
01.2023 - Current
- Advised clients on investment strategies and financial planning options.
- Provided financial education services to help clients manage their finances more effectively.
Store Owner
Lotus Massage
Saint Peter, Minnesota
11.2016 - 12.2022
- I owned and worked at Lotus Massage for six years.
- I have 650 hours of massage therapy training from 2015.
- Provided therapeutic massages to clients using various techniques and modalities.
- Provided professional massage therapy services for clients, including Swedish and deep tissue massage techniques.
- Utilized hot stone therapy and hydrotherapy techniques as part of treatment plans to enhance relaxation and pain relief.
- Educated clients on self-care practices and wellness strategies for improved well-being.
- Managed front desk operations such as scheduling appointments, checking out patients or answering phone calls.
- Managed inventory of massage supplies and equipment, ensuring availability of necessary items for all types of therapy offered.
Skills
- Financial planning
- Investment strategies
- Wealth management
- Massage techniques
- Client education
- Appointment scheduling
- Service marketing
- Communication
- Customer relations and service
Languages
English
Professional
Chinese (Mandarin)
Native/ Bilingual
Timeline
Financial Advisor
World Financial Group
01.2023 - Current
Store Owner
Lotus Massage
11.2016 - 12.2022