Wealth Planning Associate with Client-Focused Finance Expertise

Catherine Shelehov

************@*****.*** linkedin.com/in/catherine-shelehov 406-***-**** Minneapolis, MN EDUCATION

Southern Methodist University Dallas, TX

Dedman College of Humanities and Sciences May 2023 Bachelor of Arts, Economics Minor: Advertising

● Relevant Coursework: Financial Accounting, Managerial Accounting, Money and Banking, Econometrics ● SMU opportunity award scholarship

WORK EXPERIENCE

RBC Minneapolis, MN

Wealth Planning Associate April 2024 – Present

● Contribute regularly to the development of RBC WealthPlans and present plans to clients

● Proactively engage FA teams and lead financial planning meetings to deliver advice and wealth management solutions to meet the needs of each client

● Develops and implements personalized financial plans to help clients achieve their short-term and long-term financial goals.

● Analyzes clients' financial status, including income, expenses, assets, and liabilities, to provide tailored advice.

● Recommends investment strategies, insurance products, tax-efficient solutions, and retirement planning options.

● Collaborates with other professionals (e.g., accountants, lawyers) to ensure comprehensive wealth management.

● Educates clients on financial strategies, risk management, and estate planning. Ameriprise Financial Minneapolis, MN

Customer Support Associate Jun 2023 – April 2024

● Analyze and identify key financial indicators to help publish 7-10 custom client financial plans a week

● Manage team email inbox, ensuring timely responses and efficient communication while still onboarding new team members and maintaining 5+ hours of client phone time per day

● Designated as point Client Support Associate to be benchmarked against other teams across the company

● Awarded MVP for being first in hiring class to achieve full FINRA licensing, 2024 Q2 top performer Southern Methodist University Dallas, TX

Student Ambassador Aug 2021 – May 2023

● Lead campus tours ranging in group sizes from 1-30 persons

● Track tour participants to complete and send hand-written thank you messages within 24 hours

● Direct social media take overs highlighting academic experience, campus life, and the city of Dallas

● Facilitate information-sessions for prospective students and parents addressing campus life, importance of SMU, and general questions

Rib and Chop House Bozeman, MT

Waitress/Bartender June 2021 – Aug 2022

● Processed point of sale (POS) transactions - cash, credit, debit, and issue refunds as necessary

● Managed 6 to 7 servers ensuring closed tabs, health & safety, and conflict resolution

● Promoted to lead trainer, onboarding 12 new servers LEADERSHIP & COMMUNITY SERVICE

Alpha Chi Omega Dallas, TX

Assistant Facility Operations Dec 2021 – Dec 2022

● Collaborate with facilities operation chair and chef planning the weekly menu

● Plan, market, host off-site events ranging in sizes 20-200 persons: invite community members, staff members, and chapter members, alumni

● Work with authorized vendors to cater large scale events and fundraisers Alpha Chi Omega Dallas, TX

Health and Wellness Chair Dec 2021 – Dec 2022

● Inspired chapter members to focus on academia while leading healthy habits both physically and mentally

● Coordinated key elements of care for chapter members, including onsite counseling services, vitamin supplements to boost immunities, and improving snack options by adding healthy alternatives

● Started a weekly walking group to encourage healthy habits outside of school ADDITIONAL SKILLS

License: Series 7, Series 66, Minnesota Health and Life Insurance Interests: Traveling, Intramural Sports

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