William "Cade" Lipps
Stillwater,OK
Summary
Motivated professional with experience in financial counseling, client relationship management, and problem-solving. Skilled at developing tailored strategies to meet diverse client needs and collaborating with teams to deliver impactful solutions. Strong communicator with a focus on fostering engagement, driving positive outcomes, and supporting individual success.
Overview
3
3
years of professional experience
Work History
Financial Planning Coach
Oklahoma State University
Stillwater, OK
01.2024 - Current
- Develop and implement individualized financial strategies for students at risk of attrition, leveraging campus resources and financial aid opportunities to address immediate monetary needs and promote retention.
- Counsel students and families on financial aid, scholarships, work-study programs, and part-time employment opportunities, utilizing professional judgment to provide interventions and creative financial solutions.
- Collaborate with campus-wide teams to deliver financial education, outreach, and support, employing data-driven approaches and communication tools to improve student engagement and success.
Manager of Client Services
Grade Potential Tutoring
Remote
07.2023 - 01.2024
- Communicated with students and families to match clients with affordable education plans designed specifically for them.
- Completed client intake appointments by tailoring the educational needs of each student to ensure other departments successfully placed students with appropriate and capable educators.
- Utilized CRM tools and analytics to track sales performance, identify key areas for improvement, and implement targeted strategies, resulting in a 20% revenue increase from the previous year.
Victim Advocate- Internship
Wings Of Hope Family Crisis Center
Stillwater, OK
07.2022 - 07.2023
- Served clients by assisting with filing for Emergency Protective Orders (EPO), which included guidance through the paperwork, answering questions associated with the process, and ensuring immediate client safety and confidentiality.
- Worked with clients to create a safety plan after filing their EPO, including providing resources for relief such as food banks, other domestic violence shelters, public transportation, and job opportunities.
- Maintained rapport and confidentiality with clients by making wellness calls, attending court in support of clients, and organizing activities for those living in the shelter.
Education
Bachelor of Arts - Music
Oklahoma State University
Stillwater, OK12.2023
Skills
- Microsoft Office Proficiency
- Verbal and Written Communication
- Time Management
- Problem-Solving
- Client Relationships
- Quick Learner
Timeline
Financial Planning Coach
Oklahoma State University
01.2024 - Current
Manager of Client Services
Grade Potential Tutoring
07.2023 - 01.2024
Victim Advocate- Internship
Wings Of Hope Family Crisis Center
07.2022 - 07.2023
Bachelor of Arts - Music
Oklahoma State University
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