Jessica Claire
Montgomery Street, San Francisco, CA 94105 (555) 432-1000,
Executive Profile

Financial Coach and Educator with over 16 years of facilitation, communication, and presentation skills. Solid experience in managing all levels of multiple projects including sales and administration. Community and service driven to provide exceptional client relations to diverse populations with measurable results.

Skill Highlights
  • Leadership/communication skills
  • Client account management
  • Budgeting expertise
  • Sales
  • Organizational Skills
  • Community Outreach
  • Customer-oriented
  • Self-motivated
Core Accomplishments

  • Managed over 70 crew leaders in 3 operations and completed projects on time.
  • Handled all functions related to financial planning practice resulting in 14 years of obtaining and retaining client base through the financial disasters of 9/11 and the Recession.
  • Spearheaded financial stability program that increased active client participation from 2 active clients to 80 active clients within 10 months.
  • Ability to work with diverse populations of all socioeconomic backgrounds, ages, and genders.

Professional Experience
06/2013 to Current Financial Coach Habitat For Humanity | Tampa, FL,

• Provide one on one financial counseling/coaching

  • Develop plans of action and provide tools, resources, and accountability to help clients meet their goals.
  • Conduct workshops as a means of outreach and education
  • Develop workshop materials or tailor existing materials to meet the needs of the community
  • Develop relationships with local financial institutions and community organizations.
  • Personally recruited and engaged 95% of client base, resulting in program being funded for an additional two years.
09/2011 to 07/2012 Education Crew Leader Americorps/ Warm Training Center- Detroit Youth Energy Squad | City, STATE,
  • Prepared and facilitated lesson plans on energy efficiency and the Green Economy
  • Mentored High School students and conducted after school programs at 4 local schools, servicing over 65 students
  • Team leader in organizing and conducting community outreach events and over 1200 home visits.
  • Instrumental in developing and implementing administrative and organizational systems.
11/1998 to 03/2012 Personal Financial Advisor Ameriprise Financial | City, STATE,
  • Acquired, maintained and retained individual client base with one company for over 13 years.
  • Prepared written financial plans and Asset Allocations and managed client financial portfolios.
  • Fully licensed to buy, sell and trade individual stocks, bonds, and mutual funds. Also licensed in life, and health insurance.
  • Surpassed franchise standards in written financial plan quality and production quotas.
  • Dispensed fee based financial advice and recommended appropriate financial products.
  • Conducted financial seminars and workshops for individuals and businesses.
05/2009 to 08/2010 Field Office Operations Supervisor U.S. Census Bureau | City, STATE,
  • Started as 6 week temporary clerk, promoted to Supervisor after two months, resulting in 1 year of project management in several time sensitive and data driven operations.
  • Supervised over 20 clerks and oversaw printing operations, assignment prep, quality control, data, and shipment activities.
  • Recommended corrective action to keep operations on schedule and in proper sequence, including recommending shifting personnel from one operation to another as priorities changed.
  • Applied Equal Employment Opportunity principles in hiring practices, training, and employee development.
  • Supervised 70 crew leaders, each of whom led a team of 15 enumerators, during field operations.
  • Conducted individual and group training sessions using verbatim training guides in field operation procedures, and in supervisory and administrative responsibilities.
  • Submitted requests for replacement for replacement workers, assessed trainees, and determined job placement, ensuring operations were staffed to maintain an uninterrupted workflow.
Expected in 2011 Master of Arts | Financial Economics University Of Detroit Mercy, Detroit, OH GPA:
Expected in 1995 Bachelor of Arts | Economics Central State University, Wilberforce, OH GPA:

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School Attended

  • University Of Detroit Mercy
  • Central State University

Job Titles Held:

  • Financial Coach
  • Education Crew Leader
  • Personal Financial Advisor
  • Field Office Operations Supervisor


  • Master of Arts
  • Bachelor of Arts

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