Princeton University

Financial Consultant & Strategist  -  Speaker  -  Trainer  -  Financial Coach & Planner  -  Published Author

Los Angeles, California, United States

Individuals I serve:-Leaders-Professionals-EntrepreneursAreas covered and populations I serve thru organizations:-Financial education-Financial coaching & counseling-Financial planning-Asset building & financial capability-Trauma-informed financial coaching-Natural disaster survivor /emergency services financial coaching-Low-income & low-asset-Under-employed & unemployed-Re-entry-Youth (14-24) & young adults (college & graduate)-Veterans-Single parents, guardians, foster parents, adoption parentsWhen private individual clients work with me, I serve as their financial coach, counselor, educator and/or planner. I employ a client-centric approach to my work, focusing on goal-setting, actions taken towards goals, sharing information resources and tools and accomplishing goals. I meet my clients where they are, learn where they want to be and help them craft  strategies that will impact their behavior and numbers, to get there. Individuals who aren't ready to work with me & need professional support can purchase my book, "Master My Money® 16 Steps To Solve Your Money Problems & Create A Foundation for Financial Freedom." When working with corporate clients, such as non-profits, economic development corporations, local city and state agencies and/or for-profit businesses, I work as a consultant, specialist or trainer:- to help build financial education and empowerment programs for their clients, - to provide training for employees and clients and/or - to work 1-on-1 with their clients and/or staffWhen working with fellow peers in the industry, such as financial educators, financial coaches, financial counselors, financial planners, daily money managers and certified personal educators, I serve as a mentor and business coach. I help these financial professionals to expand their financial empowerment careers and start their own financial practice, by enrolling in my online private practice training, "How to Start Your Own Financial Practice."

Reese Financial Services

Senior Consultant Financial Services

As a Trainer, I lead weekly orientations to welcome clients into our center and educate them about our service offerings. Every month, I hosted personal finance workshops, such as how to increase your credit score or 8 easy steps to start a business and how to get certified to do business with the city and county, where I'd educate the local community residents about money and entrepreneurship. I also partnered with fellow colleagues to improve internal processes and consulted on projects that were designed to empower our clients on their employment journey.I partnered with Five Keys Adult School to allow their students a graduation credit when they attend my financial education workshops. This was great because students felt like they had an incentive to attend my workshops, aside from the financial knowledge they'd learn.

Community Career Development (CCD, Inc.)

Skills Trainer

I was responsible for providing one-on-one financial coaching services to Veterans in Los Angeles County.The goal was to help these clients proactively take control of their finances at crucial moments in their lives, and empower them to make better-informed decisions regarding consumer financial products and services.I lead my clients through a collaborative process that guided them in setting or refining their goals, developing action plans to meet those goals, coaching them in goal advancement, and ultimately achieving the goal(s). I helped my clients stay on top of their goals and monitor and document their progress over time using a case management and outcome tracking system.

AFSC/Magellan Federal

Financial Coach

- Was the Financial Planning expert/consultant to NestWise Financial Advisors about financial planning logic and plan optimization results-Identified opportunities to improve and develop Advisor training tools to be leveraged throughout the Advisor force, created best practices, how-to-manuals, process and system manuals-Developed a strategy and program for NestWise Workplace program-Supported the identification, development and implementation of a scalable process for delivering 401k advice-Lead development of an Advisor presentation to deliver Full Life Financial Management, a key offering and focal point of the firm's brand

NestWise

Business Development Director

Talk with potential members to assess the NestWise offering that will best meet their currentand future needs, work through a lead qualification process, and enroll them in appropriate nextstepsDesign and lead online personal finance courses via a virtual classroomDocument all customer communications and provide proactive follow upResearch complex situations, set customer expectations and define the actions that lead toresolutionTranslate complex information into concise, actionable items for NestWise clientsAssume ownership of client inquiries and see them through to a timely resolutionComplete operational tasks including data inputProvide continuous feedback and input to the NestWise team, sharing learning and thecustomer voice in support of continuous improvement and evolution of NestWise offeringWork in partnership with NestWise Advisors to deliver a seamless experience to client

Client Engagement Consultant

Contributing writer for the website <a href="http://Blacklifecoaches.net">Blacklifecoaches.net</a>. <a href="http://BlackLifeCoaches.net">BlackLifeCoaches.net</a> offers Certified Life Coaches to the Black community that you can trust. Our life coaches and coach-clinicians come from all professional backgrounds, all training organizations and all professional associations who share a common goal of changing lives for the better as well as to advanced and strengthen the coaching profession, making it more visible to the Black community.

BlackLifeCoaches.net

Contributing Writer

- Counseled AIDS clients individually regarding their personal financial situations, including credit, debt, savings, loans, credit cards, credit reports, credit score, taxes, increasing income, life insurance and more-Furnished progress reports to Program Manager that included data and statistics about clients serviced and their results-Developed nurturing relationships with clients, focused on lifestyle, finances and quality of life

AIDS Center Queens County

Personal Financial Counselor

As an entrepreneurship educator I taught middle school students in Queens and Brooklyn about business and entrepreneurship via a club I dubbed "The Money-Making Club". Additionally, I was responsible for and did the following:-Delivered quality youth development programming including entrepreneurship, financial literacy, money and business to middle school students in Queens and Brooklyn- Recruited and managed students throughout the academic school year; encouraged, incentivized and rewarded students for the skills and effort they demonstrated and goals they accomplished-Established and fostered a relationship with site coordinators, (assistant) principals, school security, and snack coordinators, parents, teachers and other after-school teachers and artists

Creative Connections NYC

Entrepreneurship Educator / Teaching Artist

- Wrote and secured $15,000 foundation grant to manage the planning, development and execution of the first middle school/high school outreach conference and institute in 2010 targeting LAUSD 8th graders for college readiness and beyond-Recruited and taught 300 middle school students for 2010 summer conference and 8-month college institute; established new and developed existing relationships with LAUSD middle school administration and counselors-Developed 8-month college access institute and curriculum for 8th graders in South Central Los Angeles; created committees for execution, assigned tasks and responsibilities, solicited volunteers, created marketing strategy, coordinated with a virtual Executive Committee via weekly conference calls-Mentored current South Central Scholars enrolled in college across the US in order to positively impact the student’s development and opportunities for success-Traveled to Los Angeles, once a month to manage and deliver the program to participants

South Central Scholars

College Access Institute Project Coordinator

CommuniTree LLC's mission is to provide financial literacy sessions to every American community. CommuniTree LLC delivers money management and wealth counseling to youth, low-income & single parent families and households with income less than $100,000, in order to create financial legacies and encourage generational wealth. We offer individual money management counseling, financial literacy sessions and financial education development.Promote literacy. Provide counsel. Empower communities.

CommuniTree LLC

Founder, President & CEO

As a Merrill Lynch Financial Advisor, I help my clients to achieve not only their financial, but their life, goals and dreams. It is my belief that legacy and literacy are the hallmarks to life and I want to help my clients achieve both, with respect to their finances, in hopes that they'll be passed on from one generation to the next.My team and I use a managed money platform as our primary investment philosophy, wherein we maintain discretion to invest on the client's behalf. However, we incorporate tactical strategies as necessary, per each client's circumstance.  As trusted advisors, we'll establish your goals and objectives, set strategies to accomplish those goals, identify and implement solutions and lastly, and most importantly, review and monitor the effectiveness of those chosen solutions. It's this four-step disciplined wealth management process that aides my team and me to deliver best           in- class solutions.

Merrill Lynch

Financial Advisor

Manages cross-team collaborations between multiple Marketing teams, Business partners and agencies to solicit input and direction of marketing strategies and materials. Effective and meticulous coordination and leadership to develop and execute projects from inception to implementation and completion. Actively participate and contribute to key Summer Analyst Program events and other programming throughout fiscal year.Develop and foster strong, collaborative and effective relationships with managers, peers, and influential professionals within Marketing, throughout the firm and affiliated organizations.Research important business professionals for higher management to gain insight about industry peers, for participation in industry conferences, panels, luncheons and dinner engagements.

Analyst

- Met weekly with Business Partners to synthesize marketing needs, offer C.R. group resources, provide updates on existing projects-Responsible for successfully managing and facilitating the completion of 50-100 projects§	Created “Relationship Manager Procedural Manual” for new hire RMs in Global Private Client Marketing, Creative Resources Group-Worked collaboratively in a team to determine a marketing strategy and communications plan targeting the Young Professional; attended lectures of prominent internal executives; established professional relationships with directors of multiple internal business units

Dominique' Dr. Dominique' Reese