See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Bio

Generated by
Topline AI
Theresa Ortega is a seasoned professional with extensive experience in coaching, education, and administration. She holds a Master's degree in Educational Leadership and Administration from the University of Phoenix, and has also obtained certifications in Life & Leadership Coaching, National Institute for the Clinical Application of Behavioral Medicine, and Foundational Coaching Skills Course. Throughout her career, Theresa has worked in various roles, including Financial Assistant, Office Manager, and Executive Personal Assistant to Vice President. She has also provided coaching and training services to clients, including individuals, organizations, and educational institutions. Her expertise spans multiple industries, including real estate, healthcare, and education. Theresa is proficient in multiple languages, including English, and has a strong foundation in human services management. She is committed to lifelong learning and professional development, and is dedicated to helping others achieve their goals and realize their full potential. With over 17 years of experience in the workforce, Theresa has developed a unique blend of skills and expertise that enable her to effectively coach, train, and support individuals and organizations.

Credentials

  • Certified Professional Coach
    Academy of Creative Coaching
    May, 2021
    - Apr, 2026
  • Certified Life Coach Practitioner
    Authentic Living
    Sep, 2020
    - Apr, 2026
  • Associate Certified Coach (ACC)
    International Coaching Federation
    Aug, 2022
    - Apr, 2026

Experience

    • Financial Assistant
      • Nov 2022 - Present

      Creating rapport with 800 + clientele to coach to the goals and needs of each organization’s employee. Debt management solutions, credit building, budgeting, savings, organization and accountability to create sustainability for each family member. Crisis intervention and advocacy with local community resource organizations.

  • All By You Coaching
    • Prescott Valley, Arizona, United States
    • ICF Parent & Life Coach, Founder
      • Jan 2020 - Present
      • Prescott Valley, Arizona, United States

      Coach, motivate, and partner to elevate emotional wellness.

    • Alumni Represenative
      • May 2005 - Oct 2022

      Coach and build partnerships with students and alumni regarding professional career paths. Lead and assist College of Education students with State progression deadlines and expectations. Consistently exceeds enrollment expectations for 16 consecutive years. Mentor and onboard new employees and teams holistically in order to increase efficiency and overall performance for the past 16 years. Advocate for students’ best interests while meeting policy and programmatic requirements. Build relationships with Chamber of Commerce executives within the United States to promote and support the USBC entrepreneur program. Provided consulting and coaching for 200+ full-tuition scholarship, professional athletes, Military, Re-Enroll, and alumni students regarding professional paths. Manage projects relating to Career Progression for employee annual reviews with Human Resources Department. Financial aid support while adhering to FERPA and compliance policies.

  • Valley Vitamins
    • Phoenix, Arizona Area
    • Health Coach and Manager
      • Nov 2003 - May 2005
      • Phoenix, Arizona Area

      Educated customers on individual health and wellness goals. Recruited, hired, trained and managed new hires; developed and delivered new hire orientation. Drove sales to become largest revenue grossing store out of 25 locations; increased sales by 37% within 2 months of employment.

  • Superior Health and Fitness
    • Manitowoc, Wisconsin
    • Assistant Sales Manager and Coach
      • Jan 2001 - Nov 2003
      • Manitowoc, Wisconsin

      Coached customers on individual wellness goals. Interviewed, scheduled and trained employees; led by example to establish a culture of high quality standards and outstanding client service. Supported promotions and marketing programs while ensuring the quality customer service. Interviewed candidates, trained and coached new employees.

  • CENTURY 21®
    • Manitowoc, Wisconsin
    • Office Manager - Administrator
      • Sep 2001 - Jun 2003
      • Manitowoc, Wisconsin

      Contractor for a fast-paced real estate office while over-seeing daily operations. Coordinated and conducted employee orientations. Maintain employee personnel and corporate real estate files. Accounts receivable, payable, and payroll. Balancing of bank and trust accounts with calculation of real estate commissions. Selected Contribution: Demonstrated immediate talents upon hire and excelled quickly to become recognized by management as a key member of marketing team. Accounts receivable, payable, and payroll.

  • Loewen Group International
    • Manitowoc, Wisconsin
    • Executive Personal Assistant to Vice President
      • May 1999 - Aug 2001
      • Manitowoc, Wisconsin

      Provided extensive administrative support to the Executive Vice President. Key responsibilities included created budgets for regional managers, tracking expense reports, and creating company manuals based on the goals of the organization. Coordinating regional meetings and flights for managers in addition to administrative support to office personnel. Comprehensive database management with tracking of 200 plus Wisconsin funeral home locations to assist with overseeing various cemeteries throughout the Midwest Region.

    • Office Manager
      • May 1997 - May 1999
      • Manitowoc, WI

      Detailed administrative duties for Raise Rite Concrete, Hydraulic Mudpumps, Inc. and Raiserite Foundation Pier System. Key responsibilities included payroll processing, accounts receivable, accounts payable, quarterly and yearly taxes. Creation and implementation of new company policies based on the goals of the organization. Assisted with recruiting and hiring new candidates as well as employee training and development.

    • Administrative Assistant
      • Jan 1995 - Apr 1997

      Contractor for the Kewaunee and Point Beach Nuclear Plants assisting various departments. Responsibilities included editing and maintaining procedure manuals, working with contractors on blue print modifications, and administrative duties within the plant.

Education

  • 2022 - 2023
    University of Phoenix
    Masters of Adult Education and Training, Educational Leadership and Administration, General
  • 2021 - 2021
    Academy of Creative Coaching
    Life & Leadership Coach Certification, Human Services, General
  • 2020 - 2021
    National Institute for the Clinical Application of Behavioral Medicine
    Certification
  • 2018 - 2018
    Inside Track
    Foundational Coaching Skills Course, Coaching Theory and Our Role
  • 2007 - 2012
    University of Phoenix
    Bachelor’s Degree, Human Services, General

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Education Management”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles