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Skills

  • Trend analysis expertise
  • Customer service
  • Operational improvement
  • Expense reduction strategies
  • Budgets
  • Client acquisition strategy development
  • MS Office
  • Client retention and renewal strategies
  • Financial performance reporting
  • Client relationship building

Work Experiences

  • Achieved a 72% increase in service adoption.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Achieved an President's Club for excellence in client service.
  • Achieved savings during 2018.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Built solid client relationships.
  • Collaborated with compliance officers to integrate PMP-compliant methodologies into Phoenix operations, decreasing auditing discrepancies by 41%.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Achieved savings over three years.

Summaries

  • Achieved client portfolio growth by 55% year-over-year.
  • Associate Financial Consultant with 3 years of experience.
  • Within Accounting and Finance, senior Associate Financial Consultant and outstanding performer in performance reporting and team leadership.
  • Associate Financial Consultant with 16 years of experience in developing customized financial plans, consistently achieving client portfolio growth by 26% year-over-year.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Adept at financial data analysis.
  • Associate Financial Consultant with a proven ability to streamline financial reporting processes, reducing data processing time by 39% and enhancing accuracy through advanced systems integration.
  • Strengths in workflow optimization and client relations backed up by Accounting and Finance training.
  • Achieved returns of $18 annually.
  • With Series 7, 6, and 63 licenses, we can demonstrate our expertise.

Accomplishments

  • Supported philanthropic clients in structuring charitable donations, resulting in tax-deductible savings of $7.
  • Collaborated on setting up client investment goals which resulted in a cumulative portfolio growth of $18 within two years.
  • Analyzed market trends to forecast potential risks and opportunities, providing actionable insights to expand client portfolios by 63%.
  • Played a major role in Meridian's business development strategy, helping close deals worth $5 through tailored financial advice.
  • Presented detailed financial growth projections to clients, leading to a 44% improvement in overall client retention.
  • Collaborated with estate planning legal teams to offer comprehensive financial advice, reducing probate taxes and securing family assets worth $3.
  • Implemented risk management techniques that mitigated clients' exposure to volatile market conditions, contributing to an overall fund growth of $12.
  • Reduced client portfolio risk exposure by 16% through diversified investment strategies aligned with market trends.
  • Used data-driven decision making techniques to optimize client portfolios, delivering returns of 85% above industry benchmarks.
  • Supported merger and acquisition efforts by delivering key financial insights that helped close deals valued at $12.

Affiliations

  • Society of Financial Service Professionals (FSP)
  • Jaycees
  • American Society of Safety Professionals
  • Global Association of Risk Professionals (GARP)
  • Society of Human Resource Management
  • Society of Women Engineers
  • International Association for Quantitative Finance (IAQF)
  • Institute of Management Accountants (IMA)
  • Project Management Institute
  • Freemason

Certifications

  • CompTIA A+ Technician
  • Personal Financial Specialist (PFS)
  • Cisco Certified Internetwork Expert (CCIE)
  • Financial Risk Manager (FRM)
  • Certified Public Accountant
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Financial Planner (CFP)
  • Certified Retirement Plan Specialist (CRPS)
  • Certified Private Wealth Advisor (CPWA)
  • Financial Modeling and Valuation Analyst (FMVA)

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