Geremy Chavez
Personal Financial Counselor @Zeiders Enterprises, Inc.
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WORK HISTORY
Personal Financial Counselor @Zeiders Enterprises, Inc.
San Antonio, TX, US
Provides group and personalized in person and virtual classroom training, and education services to clients (to date) using a variety of instructional tools • Establishes clear learning objectives and expectations for learners in each learning session and fosters an environment conducive to learning and growth • Increases learning, and retention by using engaging, interactive and experiential methods and techniques such as polls, quizzes, story telling, situational scenarios, hands-on activities, and role-playing • Motivates and inspires learners by providing a positive, encouraging, high energy environment in which learners feel empowered to take an active role • Conducts approximately 24 outreach briefings per year reaching approximately 2,400 service members and Department of Defense (DoD) civilians as part of onboarding procedures • Educates employees on workplace compensation and benefit plans, specializing in defined contribution plans such as Thrift Savings Plan, and 401k • Consults with business leaders on learning needs and expectations to customize and curate the best training and delivery options for successful learning outcomes • Partners with individuals to create Smart, Measurable, Achievable, Realistic, and Time-Bound (SMART) goals to increase performance • Measures learning outcomes with pre and post training assessments, quizzes, and feedback • Adept at managing multiple learning initiatives simultaneously with a mix of in person and virtual sessions • Ability to lead projects from start to finish with no or minimal direct supervision • Articulates complex financial concepts and technical terms to include banking, and mortgage industry terminology into easy-to-understand language • Proven ability to handle and maintain confidentiality over sensitive personal identifying information, to include financial information of over 500+ clients • STAAR Award Recipient- 2019 • Bravo Zulu Award Recipient- 2021
EDUCATION
Association for Financial Counseling and Planning Education (AFCPE)
Accredited Financial Counselor (AFC)®, Financial Counseling
Colorado State University
BSBA, Management
ABOUT GEREMY CHAVEZ
Contact Info: h••••••••@gmail.com Experienced personal finance educator has provided financial education to thousands of audience members to increase financial literacy on various money topics from debt reduction, to increasing credit scores, home buying, saving and investing to name a few. Conducted over presentations to include new hire onboarding, workshops, on-the-job training, one on one coaching, in person classes and stages, to virtual events. Dynamic presenter engages, and motivates adult learners by breaking down technical financial concepts into easy-to-understand language to encourage confidence and immediate implementation of what the audience learns. 11+ years credentialed as an Accredited Financial Counselor AFC®. I\'d love to facilitate, speak, or conduct a presentation on a topic of choice at your next lunch and learn, professional or personal development event. Reasons to book me: 11+ years credentialed as an Accredited Financial Counselor AFC® Expert facilitation, and presentation skills Trusted by the Department of Defense for their financial training needs In person platform presenter and/ or virtually via Zoom, MS Teams, WebEx, Facebook Lives, to name a few. What are your company\'s needs? Department goals? Increased job satisfaction. Bring in a financial expert to teach them practical money skills to show them you care. In return, your employee base will become more focused and productive when money concerns decrease in their personal lives, they\'ll be more present at work. Professional Credentials: Accredited Financial Counselor® - One on one personal finance consultations - Group trainings customized to your audience Professional Human Resources® - Training and Development - Employee Training/ Onboarding - Virtual/ Remote Instructor Please reach out to discuss your company\'s needs: h••••••••@gmail.com
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