Maria Roehler

Paraplanner at Northern Financial Advisors, Inc.
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Experience

    • United States
    • Financial Services
    • 1 - 100 Employee
    • Paraplanner
      • Feb 2023 - Present
    • United States
    • Financial Services
    • 1 - 100 Employee
    • Planning Analyst Intern
      • Jun 2022 - Jan 2023
    • United States
    • Financial Services
    • 700 & Above Employee
    • Associate Banker
      • Oct 2021 - Apr 2022
    • United States
    • Motor Vehicle Manufacturing
    • 700 & Above Employee
    • Test Driver
      • May 2021 - Sep 2021

      -Completed 2-3 thorough reports on the vehicle's components -Reviewed the vehicle's key features to provide constructive feedback -Drove the vehicle on predetermined routes for 6-7 hours a day to ensure a quality driving experience -Completed 2-3 thorough reports on the vehicle's components -Reviewed the vehicle's key features to provide constructive feedback -Drove the vehicle on predetermined routes for 6-7 hours a day to ensure a quality driving experience

    • Accounting Intern
      • Oct 2019 - Jun 2021

      -Entered client information into the company database efficiently leading to less downtime between tasks and gaining familiarity with various accounting software -Completed regular bank reconciliation reports allowing for better communication between the firm and bank about clients’ account information -Entered client information into the company database efficiently leading to less downtime between tasks and gaining familiarity with various accounting software -Completed regular bank reconciliation reports allowing for better communication between the firm and bank about clients’ account information

    • E-learning
    • 1 - 100 Employee
    • Assistant Instructor
      • Sep 2018 - Jun 2020

      -Assisted 2-3 students at a time with mathematics and composition in order to reinforce classroom material resulting in higher test scores -Completed 5-7 progress reports monthly tracking behavior, comprehension, and improvements leading to more accurate learning plans -Uplift students when learning difficult concepts and material in order to increase confidence and mastery of topics covered -Assisted 2-3 students at a time with mathematics and composition in order to reinforce classroom material resulting in higher test scores -Completed 5-7 progress reports monthly tracking behavior, comprehension, and improvements leading to more accurate learning plans -Uplift students when learning difficult concepts and material in order to increase confidence and mastery of topics covered

Education

  • University of Michigan-Dearborn
    Bachelor of Business Administration - BBA, Finance
    2018 - 2022

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