Kati Tuemmler
Financial Planning Assistant at Protected Investors of America- Claim this Profile
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Bio
Experience
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Protected Investors of America
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United States
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Financial Services
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1 - 100 Employee
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Financial Planning Assistant
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Aug 2021 - Present
Passed SIE exam, currently attempting Series 7 exam to obtain General Securities Representative registration. Passed SIE exam, currently attempting Series 7 exam to obtain General Securities Representative registration.
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FRESHFARM
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United States
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Food and Beverage Manufacturing
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1 - 100 Employee
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FoodPrints Assistant Teacher
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Jul 2021 - Aug 2021
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FillGood.co
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Berkeley, California, United States
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Sales Associate, Blog Writer, and Green Business Certification Consultant
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Jul 2019 - Feb 2021
Created engaging content about different sustainability topics for social media and blog site, including launching and maintaining Plastic Free July social media campaigns and promoting the company. Managed a retail space, provided excellent customer service and education, and delivered orders to customers across the Bay Area. Obtained Green Business certifications, working closely with Green Business California organizers and making sustainable changes within the business and retail space to reduce environmental impact. Show less
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Protected Investors of America
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United States
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Financial Services
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1 - 100 Employee
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Data Cleanup Project Manager and Administrative Assistant
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Jan 2017 - Dec 2020
Organized and led a team on a data organizing project to clean up, organize, and digitize decades of client files. Led a Shared Drive cleanup, creating uniform naming conventions, adhering to industry compliance and retention schedules. Constructed and maintained company website using Squarespace. Performed administrative tasks including filing, scanning, and planning tasks to create a more efficient office environment. Organized and led a team on a data organizing project to clean up, organize, and digitize decades of client files. Led a Shared Drive cleanup, creating uniform naming conventions, adhering to industry compliance and retention schedules. Constructed and maintained company website using Squarespace. Performed administrative tasks including filing, scanning, and planning tasks to create a more efficient office environment.
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Claremont McKenna College
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United States
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Higher Education
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400 - 500 Employee
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Barre Instructor
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Aug 2019 - Dec 2019
After obtaining a Barre Instructor Certification, I choreographed and instructed weekly barre classes to Claremont students and faculty. I led engaging, empowering workouts for students of all levels. After obtaining a Barre Instructor Certification, I choreographed and instructed weekly barre classes to Claremont students and faculty. I led engaging, empowering workouts for students of all levels.
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Pomona College Organic Farm
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United States
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Restaurants
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1 - 100 Employee
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Compost Driver
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Sep 2018 - Jun 2019
Collected food waste from Pomona College's dining halls and built compost to be used on the Organic Farm. Collected food waste from Pomona College's dining halls and built compost to be used on the Organic Farm.
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Scripps College
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United States
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Higher Education
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300 - 400 Employee
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French Tutor
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Jun 2018 - Jun 2019
Tutored university-level French students one-on-one, helping with pronunciation, grammar, writing, and integrating new concepts. Helped students develop effective study habits and gain confidence in their French abilities. Tutored university-level French students one-on-one, helping with pronunciation, grammar, writing, and integrating new concepts. Helped students develop effective study habits and gain confidence in their French abilities.
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Athleta
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United States
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Apparel & Fashion
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700 & Above Employee
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Sales Associate
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Jun 2018 - Jan 2019
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Chaparral Elementary School
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United States
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Software Development
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1 - 100 Employee
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French Teacher
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Aug 2018 - Dec 2018
Developed and taught beginner French for a classroom of 30+ 6th graders at Chaparral Elementary. Created a dynamic and engaging classroom environment that encouraged participation, movement, and confidence in the language learning process. Constructed flexible curriculum to adapt to students' level and interests, using diverse pedagogy to appeal to multiple learning styles. Developed and taught beginner French for a classroom of 30+ 6th graders at Chaparral Elementary. Created a dynamic and engaging classroom environment that encouraged participation, movement, and confidence in the language learning process. Constructed flexible curriculum to adapt to students' level and interests, using diverse pedagogy to appeal to multiple learning styles.
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Unite to Light, Inc.
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United States
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Non-profit Organizations
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1 - 100 Employee
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Social Media and Grant Writing Intern
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Jun 2018 - Aug 2018
Wrote, edited, and submitted grant and fellowship proposals Managed and created original content for social media campaign to raise funds and awareness for nonprofit mission Researched and compiled data on possible grant donors Wrote, edited, and submitted grant and fellowship proposals Managed and created original content for social media campaign to raise funds and awareness for nonprofit mission Researched and compiled data on possible grant donors
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Education
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Scripps College
Bachelor of Arts - BA, Environmental Studies, Foreign Languages -
CIEE Council on International Educational Exchange
Spanish Language and Literature -
Miramonte High School
High School Diploma