Certified Senior Advisor 40 Hrs Week Private Sector: Financial Advisory resume example with 20+ years of experience

Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Executive Profile
Results-oriented Executive with demonstrated ability from 'concept to completion' in the development and implementation of financial education programs. Established strategic, mutually beneficial partnerships and relationships with the banking industry, the private sector, community-based organizations, government agencies and media to promote economic inclusion and access to credit and financial services for low-and moderate income consumers, small businesses and disadvantaged communities and consumers.
Skill Highlights
  • ​Leader/Communicator 
  • Working knowledge of the culture of politics/people and relationships
  • Skilled 'win-win' negotiator based upon identification of shared interests and common goals
  • Crisp Team-Focused Approach to Setting Targets & Meeting Deadlines
  • Working familiarity with Private/Public/Non-Profit Operational Models
  • Rapid adaptability to new technology-an 'early adopter'
Core Accomplishments
    • The Financial Survival Annual Bootcamp.  9/2011 to Present classroom material is developed each year with an emphasis on money management including debt elimination and savings.  Social media is used to handle questions, identify emerging concerns, and monitor response.  
    • Small Business Consultant for the State of Ohio's Department of Transportation and Department of Development.  1/1989-12/1991.  Identified the challenges preventing women entrepreneurs from having sustainable businesses and the role of government in facilitating change. Spearheaded the creation of the Women's Business Division which develops business plans, facilitates state contracts and offering training. To date, over 48,000 women entrepreneurs have benefited from this program. Developed all collateral material and marketing templates for outreach throughout the State. 
    • First-Time Homebuyer Program Faciliator 1/1987-12/2001. Created and developed all home ownership class material for Camelot Mortgage Corporation's first-time home buyers program, including savings, credit, debt and budget training prior to home purchase.  Certificate of completion required as part of the mortgage approval process.  Working closely with VA, FNMAE, and FHA to ensure underwriting guidelines understood by potential borrowers. ​
    • Chairwoman, Black Community Forum's Economic Development Committee.  1/1985-2/1988.   This community-based organization spearheaded major policy considerations in the areas of housing, small business development, and credit accessibility.  Spearheaded strategic alliances with bankers, business leaders, and community activists with several positive outcomes: Creation of a Minority & Female Business Incubator, Enactment of housing and credit access legislation, Formation of MESBIC as the preferred conduit for startup capital through governmental partnerships.
    Professional Experience
    2001 to Current Certified Senior Advisor 40 Hrs/week PRIVATE SECTOR: Financial Advisory Michelle Y. Graves & Associates | City, STATE,
    • Expanded brand identity to include seniors and the aging population based upon focus group evaluations.
    • First African-American Senior Financial Expo held in 2005 to address wills, Medicaid, Social Security, budgets, credit, and income protection.
    • Created "Senior Spirit Live" talk radio on Sunday mornings to engage and empower senior citizens on money issues. 1998-2000
    • Launched the annual Financial Survival Bootcamp to engage the entire minority community in financial education. 2011-Present
    • Creation of brochures, literature and collateral material for all events.
    1989 to 10/1991 Women Business Consultant 40 Hrs/week GOVERNMENT: State State Of Ohio Department Of Development | City, STATE,
    • Developed and implemented financial education programs for women entrepreneurs at the direction of the Director of the Ohio Department of Development, the largest agency in the State of Ohio.
    • Recommended and facilitated the creation of the Women's Business Division which would provide all resources and tools to create strong sustainable businesses for aspiring women entrepreneurs.
    • Assisted first year over 1400 women throughout the state Ohio to start or expand their own businesses.
    1989 to 09/1991 Small Business Consultant 40 Hrs/week GOVERNMENT: State State Of Ohio Department Of Transportation | City, STATE,
    • Through a series of educational seminars, women in business were taught how to secure contracts with ODOT and become approved as contractors with the State of Ohio.
    • Facilitated the creation of the Women's Business Division and assisted over 800 women business owners to qualify with ODOT.
    • Developed coursework, qualification criteria, and a template for agency quality control. 
    1987 to 09/2001 President & CEO 40 Hrs/week PRIVATE SECTOR: Mortgage Bank Camelot Mortgage Corporation | City, STATE,
    • First African-American female owned mortgage bank in Ohio.
    • Referral source included banks, credit unions and savings and loans.
    • Specialized in higher risk profiles including lower income, veterans and women.
    • With offices in three states, we funded in excess of $10 million/month in VA, FHA and FNMAE loans.
    • Provided homeownership classes including savings, credit, and budget training prior to purchasing a home.
    • Certificate of completion required as a part of the mortgage approval process.
    • Honored by FNMAE for proactive lending to single mothers (1997)
    • Honored by Veterans Administration for proactive lending to disabled veterans (1995).
    • Began offering reverse mortgages in 1998 to senior citizens as a solution to their "house rich, cash poor' dilemma. Funded loans: $1Million/month
    1986 to 09/1988 Adjunct Professor: 6 Hrs/week NON-PROFIT: University University Of Cincinnati College Of Continuing Education | City, STATE,
    • Taught evening classes for three years on Banking, Micro-Economics and International Economics to the adult population.
    • Emphasized the importance of credit, banking systems and the role of consumerism.
    • Created lesson plans, including tests, exams and group projects.
    08/1983 to 09/2001 President- 40 Hrs/week PRIVATE SECTOR: Financial Services Executive Wealth Management Corp | City, STATE,
    • Specialized in managing the financial affairs of small business owners, non-profits and trade unions using a social responsible platform which encouraged diversity and inclusion.
    • Corporate model emphasized ethical investment criteria which screened corporations for apartheid, environmental responsibility, alcohol, tobacco, and employment diversity.
    • Clients included Cincinnati Federation of Teachers and the UAW.
    • Visited Mondragon, Spain, financed by the Catholic Sisters of Charity, to case study FAGOR manufacturing as a prototype for responsible investment capital.  Presented findings at their conference.
    • Began to evaluate businessownership as a tool to wealth creation and the role of housing in building long-term wealth.
    • Chaired Economic Development Committee for Black Community Forum, a community grass-roots initiative in Cincinnati, Ohio. The Black Community Forum co-joined banks, community-leaders, politicians, and others to develop policies for community economic development.
    • Outcome of this collaboration was: Creation of Cincinnati Minority & Female Business Incubator; Establishment of a legislative mandate for equal access to credit and home ownership; and, Creation of state/local government partnership to fund a Minority Enterprise Small Business Investment Company.
    08/1981 to 08/1983 Vice President-Strategic Planning 40 Hrs/week PRIVATE SECTOR: BANKING Southern Ohio Bank | City, STATE,
    • First African-American woman in an executive level position at a major commercial bank in Ohio.
    • Spearheaded initiative that led to a major bank in Ohio recognizing the important of financial literacy as an essential component of bank services.  Used branch system to disseminate class information and included notifications in monthly bank statements.  Printed material developed along with self-evaluations. 
    • Identified and executed the "Dollarplan" financial education program as the preferred vendor.
    • Directly outreached into the low-income and minority community through 15-minute daily radio show on WCIN AM on personal money management that was underwritten by the Bank.
    • Radio reach: 80,000 African-American listeners daily.
    • Positive bank brand association "the Little Bank that Cares".
    • Executive-On-Loan Greater Cincinnati United Way Campaign 1981.
    08/1977 to 08/1981 Senior Investment Director - 40 hrs/week PRIVATE SECTOR: Insurance Lincoln National Life Insurance Company | City, STATE,
    • As sole source funder for bank debenture and merger/acquisition financing, in addition to loan terms, I negotiated bank compliance in the area of minority/female hiring practices.  As a part of the loan covenant, they provided yearly hire statistics and diversity efforts.
    • Executive-On-Loan, Ft. Wayne Urban League.  Fundraising Campaign 1978.
    08/1976 to 08/1977 Wage & Hour Compliance Officer - 40 hrs/week GOVERNMENT: Federal U.S. DEPT. OF LABOR: Wage & Hour | City, STATE,
    • Investigated violations to the Fair Standards Labor Act and enforced.
    • Largest settlement was Wendy's Restaurant which involved our team doing audits and determining that they violated record keeping requirements and failed to pay minimum wage. 
    08/1973 to 06/1976 Economist-40 Hrs/week GOVERNMENT: Federal U.S. Dept. Of Labor: BLS | City, STATE,
    • Monthly economic releases; unemployment and employment statistics; econometric analyses.
    08/1972 to 07/1973 Legal Assistant-40 Hrs/week GOVERNMENT:Local The Public Defender Service Of The District Of Columbia | City, STATE,
    • Requirement for college graduation.
    Expected in 1969 | Walnut Hills Preparatory High School, Cincinnati, OH GPA: Graduated with Honors in Math & English. Full scholarship to college
    Expected in 1972 | Economics Connecticut College for Women, New London, CT GPA:
    Expected in 1973 Bachelor of Arts | Economics Antioch College, Washington, D.C. GPA:
    Expected in 1976 | Economics American University Graduate School of Economics, Washington, D.C. GPA:
    Ph.D. Program: 117 Credit Hours Earned toward Degree.
    Expected in 1971 | Summer Intern-Economist Metropolitan Applied Research Center, New York, NY GPA:
    Dr. Kenneth Clark, Director.
    Expected in 1972 | Summer Intern-Economist Black Economic Research Center, New York City, NY GPA:
    Dr. Robert Browne, Director.
    • Cincinnati Chamber of Commerce Leadership Cincinnati Class 7 1981
    • City of Cincinnati Human Relations Commissioner, Two Terms 1982-1986
    • Cincinnati United Way Allocation Board Member 1981-1986: Funded first non-profit credit counseling service in the State of Ohio
    • Cincinnati Housing Partners Founding Board Member 1984-1988
    • Ohio Mortgage Brokers Association, Cleveland, Ohio Founding Trustee 1980-2000
    • StrongWoman Christian Ministries, Cincinnati, Ohio Founder 1999-2005
    • 2014 ATHENA Award recipient for 30 years of work empowering women in the workplace.
    • FNMAE Award (1995) for pro-active lending policies to women and minorities to Camelot Mortgage Corporation.
    • Secretary of Veterans Administration Letter of Commendation to Camelot Mortgage Corporation for proactive lending to disabled Veterans. 1995
    • 1989 Ohio Women's Hall of Fame Inductee for Outstanding Achievements in Banking and Finance.
    • 1989 Cincinnati Enquirer Bicentennial Edition (200 Most Important Cincinnatians over 200 years) for achievements in banking.
    • City of Cincinnati Proclamation "American Veterans Home Loan Entitlement Day" to Camelot Mortgage Corporation. 1995
    • WGRI Christian Talk Radio Co-Host 2014-4/2015
    • Public Access Television "The Power of Money" in 52 markets throughout the U.S. 1983-Present
    • Social Media: Website: Youtube: Facebook/Linkedin/Twitter
    • WDBZ Talk Radio Host "On The Money" 2001-2011
    • WDBZ Talk Radio Host "Senior Spirit Live" 1998-2000
    • WKRC Talk Radio Host on Money Management 1996-1998
    • Financial Columnist The Cincinnati Enquirer , 1982-Present Most Recent: "The Crisis in Long-Term Care" July 28, 2013
    • The Money Lady" financial column The Cincinnati Herald, Cincinnati, Ohio 1982-Present.
    • The Money Game" weekly consumer-oriented financial column Frost Illustrated, Ft. Wayne Indiana 1976-1981

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    Resume Overview

    School Attended

    • Walnut Hills Preparatory High School
    • Connecticut College for Women
    • Antioch College
    • American University Graduate School of Economics
    • Metropolitan Applied Research Center
    • Black Economic Research Center

    Job Titles Held:

    • Certified Senior Advisor 40 Hrs/week PRIVATE SECTOR: Financial Advisory
    • Women Business Consultant 40 Hrs/week GOVERNMENT: State
    • Small Business Consultant 40 Hrs/week GOVERNMENT: State
    • President & CEO 40 Hrs/week PRIVATE SECTOR: Mortgage Bank
    • Adjunct Professor: 6 Hrs/week NON-PROFIT: University
    • President- 40 Hrs/week PRIVATE SECTOR: Financial Services
    • Vice President-Strategic Planning 40 Hrs/week PRIVATE SECTOR: BANKING
    • Senior Investment Director - 40 hrs/week PRIVATE SECTOR: Insurance
    • Wage & Hour Compliance Officer - 40 hrs/week GOVERNMENT: Federal
    • Economist-40 Hrs/week GOVERNMENT: Federal
    • Legal Assistant-40 Hrs/week GOVERNMENT:Local


    • Bachelor of Arts

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