Kelcie Daniels
Certified Financial Planner
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About
Dependable, detail-oriented professional with a background in finance, hospitality, and caregiving. Strong in problem solving, guest service, and daily operations, with experience building client relationships, preparing food safely, and supporting children in structured, caring environments.
Experience
Certified Financial Planner - Self - Nashville, Tennessee
(2012-06 - 2026-04)
- Developed tailored financial strategies that aligned with client goals and risk tolerance to enhance satisfaction and trust.
- Built investment portfolios to support client wealth and financial security.
- Nurtured long-term client relationships by providing comprehensive retirement planning and executing tailored plans.
- Oversaw business operations, streamlining hiring processes and enhancing marketing efforts through social media engagement.
Babysitting - self - Grand Rapids, Michigan
(2006-05 - 2012-03)
- Coordinated engaging playtime, crafts, and age-appropriate activities to foster creativity and development.
- Maintained tidy play areas and systematically organized toys to promote a safe and inviting environment.
- Communicated daily updates with parents and guardians.
- Monitored safety, behavior, and household rules.
- Responsibly watched children while parents were out.
- Followed bedtime routines and comforted children.
- Prepared and served meals for children during scheduled meal times., snacks, and bedtime routines for the children.
Au Pair - France - Paris, France
(2011-06 - 2011-09)
- Oversaw daily routines to maintain safety and well-being during activities.
- Guided children through homework assignments to improve understanding and retention.
- Facilitated playtime activities that fostered social skills and creativity development.
Camp Couselor - Freddies - Chicago, Illinois
(2010-05 - 2010-10)
Cafe cook - Orchard Hills - Grand Rapids, MI
(2008-06 - 2008-10)
- Handled hot and cold food orders for Orchard Hills guests.
- Prepared cafe meals using Orchard Hills kitchen standards.
- Monitored cooking times and adjusted heat for safe food preparation.
- Chopped, seasoned, and portioned ingredients for daily menu items.
- Cleaned workstations thoroughly during service shifts, equipment, and utensils throughout service shifts.
Lifeguard - Kent Country Club - Grand Rapids, Michigan
(2004-01 - 2008-01)
- Executed rescue operations and administered first aid, providing immediate care to injured swimmers.
- Conducted safety checks and enforced pool rules, preventing potential accidents.
- Supervised pool environment, ensuring safety of all patrons during operational hours.
Education
Bachelor of Arts - Finance - DePaul University (2012-04)