University of Georgia - Terry College of Business

University of West Georgia

Financial Planner at Creative Planning LLC

Atlanta, Georgia, United States

Creative Planning LLC

Financial Planner

- Created and updated financial plans;• Monitored client accounts and rebalanced client portfolios as needed;• Prepared personal financial statements and other planning documents for client meetings;• Cultivated client relationships and participated in client and prospect meetings;• Coordinated with outside advisors such as attorneys, CPAs, and insurance agents;• Managed client-service related business processes;• Supported the work of the Planning Committee;• Participated in TrueWealth’s external communications such as blog posts;• Provided financial analysis such as portfolio review, rebalancing, data gathering, financial plan development and preparation, and client implementation; and• Coached planning associates.

TrueWealth, LLC

- Assisted financial planners and wealth advisors with the preparation of all client deliverables such as financial plans, personal financial statements, performance reports, estate planning summaries, executive compensation summaries, tax planning documentation, etc.;•	Maintained and updated accurate client information in CRM and other systems to provide the best possible service to our clients;•	Analyzed and researched at the direction of financial planners and wealth advisors;•	Assisted client service administrators with various client service administrative tasks •	Prepared for and passed the CFP® exam

Planning Associate

- Coordinated, prepared, and processed all new client onboarding documents (firm and custodian paperwork)•	Coordinated, prepared, and processed all current clients’ new account openings and account transfers•	Processed all client account transactional requests (money movements, charitable giving, wires, journals, etc.), documentation, paperwork, mailing, and filing•	Terminated account offboarding•	Maintained knowledge of the policies and procedures at the firm’s custodian•	Scheduled client meetings on behalf of the wealth advisor team•	Actively contributed to client service operations team projects.

Client Service Associate

- Receive requests for individual one on one Pro Bono Planner. Send emails to volunteer database to match up client to an available planner.•	Send emails to Volunteer Database to solicit volunteers for upcoming project events.•	Create and maintain volunteer and client sign-ins for events (scanning and uploading to database).•	Provide documentation to volunteers requiring proof of volunteer/CFP® hours.•	Scan and upload signed Client Engagement Agreement (one on one pro bono engagement docs).•	Brainstorm with Pro Bono Director on upcoming project volunteer needs.•      Contribute insights to help grow the Pro Bono chapter.

FPA of Georgia (Financial Planning Association of Georgia)

Pro Bono Volunteer Coordinator

- Assisted the Dean/Assistant Dean with research, record-keeping, and other miscellaneous projects.•	Performed a variety of administrative tasks including: preparation of presentations, phone coverage, planning events, and data entry and analysis.

Graduate Research Assistant

- Used BPC through SAP BI to learn how to develop various financial reports (balance sheet, income statement, P&L statement)▪  Completed and proofed various parts of monthly business review decks

Southwire Company

Corporate Financial Planning & Analysis Intern

- Gained first-hand knowledge of actions needed to drive profitability, including: market analysis, volume forecasting for  different products, operating and distribution costs, pricing, marketing and sales strategies, technology infrastructure, and financial projections for specific division▪ Developed business and strategic plans for Tools & Assembled Products Division▪ Presented business and strategic plans to a selection of  Southwire’s senior management/executives

Tiffany Ramroop