Victoria Zier (Dahlstrom)
Sheridan,WY
Overview
7
7
years of professional experience
Work History
Board Chair
Habitat For Humanity Of The Eastern Bighorns
02.2023 - Current
- Collaborated with executive team to develop policies enhancing operational effectiveness.
- Mentored board members on governance best practices and effective decision-making processes.
- Evaluated program outcomes to ensure alignment with Habitat for Humanity's mission and values.
- Oversaw financial management and budgeting, ensuring responsible use of resources and long-term financial stability.
- Facilitated effective board meetings, fostering open dialogue among members while maintaining focus on strategic goals.
- Led the board in developing strategic plans for organizational growth and sustainability.
Wealth Management Advisor
Edward Jones
10.2018 - Current
- Collaborate with other financial professionals, including accountants and attorneys, to provide holistic wealth management services.
- Analyzed investment portfolios, optimizing asset allocation for performance enhancement.
- Cultivated client relationships, ensuring high satisfaction through regular communication and support.
- Facilitated comprehensive financial reviews, aligning strategies with changing market conditions.
- Mentored junior advisors on best practices in wealth management and client engagement techniques.
- Collaborated with cross-functional teams to enhance service offerings and streamline processes for better efficiency.
- Streamlined administrative processes within the team for improved efficiency in managing client accounts and reporting requirements.
Board Chair
Friends of the Sheridan Co Library
08.2021 - 09.2023
- Directed fundraising efforts, increasing financial resources for out of budget Library needs.
- Enhanced board efficiency by streamlining communication and decision-making processes.
- Devised strategies for expanding membership base that resulted in increased community engagement.
Education
Certified Financial Planner
04-2022
Bachelor of Arts - Business Economics
University of Wyoming
Laramie05-2017
Skills
- Strategic leadership
- Collaborative mindset
- Visionary thinking
- Financial acumen
- Time management
- Relationship and team building
- Leadership and people development
- Analytical and critical thinker
- Decision-making
Timeline
Board Chair
Habitat For Humanity Of The Eastern Bighorns
02.2023 - Current
Board Chair
Friends of the Sheridan Co Library
08.2021 - 09.2023
Wealth Management Advisor
Edward Jones
10.2018 - Current
Certified Financial Planner
Bachelor of Arts - Business Economics
University of Wyoming
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