Elena Dant

Self-motivated and organized with experience working independently in task oriented positions. Fast learner, quickly adapting to new environments and assignments. Flexible and positive with strong time management skills.

Advanced Planner - Bluespring Wealth Management (formally Vector Wealth Management) - Minneapolis, MN

(2025-06)

• Serve as a relationship manager of client engagements with four Senior Wealth Advisors.
• Prepare tax, cash flow, and estate planning analyses for clients in collaboration with advisors.
• Clearly communicate action items to members of the Client Service Team and Portfolio Management Group, ensuring the client's needs are addressed with care, in a timely manner.
• Step in to address any questions or concerns from clients or team members in an advisor's absence.

Financial Planning Associate - Refine Wealth Strategies - Minnetonka, MN

(2022-07 - 2025-05)

• Support five lead and associate advisors, prepare analyses and comprehensive plans for clients in all stages of life.
• Identify areas of weakness and recommend improvements in areas such as risk management, retirement planning, estate planning, and other goals specific to each client.
• Collaborate with team members, clients, and additional resources to gather necessary information.

Collaborative Pianist - Freelance - Minneapolis, MN

(2022-06)

• Collaborate with vocal ensembles in rehearsal and performance.
• Coordinate repertoire and rehearsal dates/times with directors.
• Prepare with flexibility to make changes quickly.
• Most recent collaborations with: Bloomington Chorale, Allegro Academy Choirs, Angelica Cantanti Youth Choirs, Farmington High School Theater, Burnsville High School Choirs, Owatonna Middle School Choirs, Lakeville Middle School Choirs, Dakota Valley Chorus.

Resident Assistant/Assistant Hall Director - Luther College - Decorah, IA

(2020-08 - 2022-05)

• Act as a resource to students on campus, resolve conflicts between roommates, manage emergency situations, hold informational meetings, plan and execute activities and events.
• Schedule RAs for desk shifts, keep track of progress toward yearly programming goals.

Certified Financial Planner® - Finance - American College of Finance (2024-02 - 2025-05)

Bachelor of Arts - Music with a focus in piano performance - Luther College (2019-08 - 2022-05)