Summary
Overview
Work History
Education
Skills
Work Availability
Timeline
Hi, I’m

Shona Furman

Philadelphia,PA
There is a powerful driving force inside every human being that, once unleashed, can make any vision, dream, or desire a reality.
Tony Robbins
Shona Furman

Summary

Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Skilled at Collaborating with various professional sectors to recruit train, and develop the best candidates to advance the Department's Mission.

Overview

17
years of professional experience

Work History

Primerica Financial Services

Licensed Financial Advisor, Series 65, Series 26
03.2022 - Current

Job overview

  • Recruited, trained, and developed over 100 new agents from diverse backgrounds in 2023
  • Organized 50 Networking and Professional Development Events to maintain morale and engagement
  • Provided personalized financial advice and guidance to 150 clients
  • Developed comprehensive financial plans tailored to individual client needs
  • Identified investment opportunities and recommended appropriate investment strategies
  • Managed client portfolios to maximize returns and minimize risk
  • Stayed up-to-date with market trends and changes in financial regulations
  • Collaborated with team members to ensure excellent client service and satisfaction
  • Identify new investment opportunities in market to grow client portfolios

Department Of Behavioral Health And Intellectual Disability Services

Public Health Program Analyst
08.2018 - 02.2022

Job overview

  • Conducted research and analysis on public health programs and policies to identify areas of improvement and make recommendations for enhancement
  • Conducted data analysis and evaluation of public health programs to identify trends, gaps, and areas for improvement
  • Collaborated with community organizations and stakeholders to develop and implement public health initiatives
  • Designed and implemented surveys and questionnaires to collect data on public health programs and policies for analysis and evaluation purposes
  • Assisted in development and implementation of data collection and management systems to track impact of public health programs and policies.

DBHIDS

Social Worker
03.2007 - 07.2018

Job overview

  • Performed variety of counseling, referral, placement and/or adoptive functions related to services for children and youth
  • Maintained contact with individuals, their families, representatives of various private and public welfare agencies, representatives of professional and community groups, and general public to effectively advocate for clients
  • Developed and implemented culturally sensitive intervention plans to support individuals with mental health and substance abuse issues
  • Developed and implemented individualized treatment plans for clients based on thorough assessments and evaluations
  • Provided crisis intervention and support to individuals experiencing mental health emergencies

Education

Liberty University
Lynchburg, VA

Master of Arts Teaching MAT from Elementary Education
05.2015

Pennsylvania State University
Abington, PA

B.A from Administration of Justice
12.2001

University Overview

Administration of Justice Dean's List

Skills

  • Oral And Written Communications
  • Commitment to advancing diversity, equity, and inclusion
  • Strong interpersonal skills
  • Ability to work independently and think proactively
  • Proficient in MS Office (Word, Excel, Outlook, PowerPoint, OneNote, Forms, SharePoint)
  • Microsoft Teams, Zoom and other virtual platforms
  • Demonstrated ability to provide quality client service to both internal and external contacts, regarding both routine and complex matters Requires tact, patience, and ability to maintain confidentiality
  • Demonstrated ability to communicate clearly and effectively, both orally and in writing
  • Very organized and prioritize multiple projects in dynamic and complex environment, meeting and communicating around deadlines and successfully managing daily workload
  • Team Player
  • Ability to represent Department with professionalism and honesty, consistently acting in ethical manner
  • Proficient in Social Media Marketing, LinkedIn, Facebook, Instagram
Availability
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Timeline

Licensed Financial Advisor, Series 65, Series 26

Primerica Financial Services
03.2022 - Current

Public Health Program Analyst

Department Of Behavioral Health And Intellectual Disability Services
08.2018 - 02.2022

Social Worker

DBHIDS
03.2007 - 07.2018

Liberty University

Master of Arts Teaching MAT from Elementary Education

Pennsylvania State University

B.A from Administration of Justice

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Shona Furman