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Skills

  • Portfolio diversification
  • Project organization
  • MS Office
  • Audit and compliance
  • Process improvement
  • Contract negotiation with external auditors
  • Savings accounts
  • First Aid/CPR
  • Team management
  • Investment performance analysis

Work Experiences

  • Collaborated with cross-functional teams.
  • Achieved an accuracy rate of 71%.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Achieved 78% forecast accuracy on market downturns.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Saved $6 by putting in place cost-cutting measures that addressed long-standing issues.
  • Captured 8 in new business.
  • Consolidated complex financial reports.
  • Conducted due diligence for a $12 acquisition by examining cost structures and cash flow dynamics, assisting in successful deal closure.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.

Summaries

  • 3+ years of experience in financial modeling.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Client Portfolio Finance Specialist with 17 years in investment performance analysis, dedicated to driving tangible improvements in portfolio outcomes through strategic rebalancing efforts.
  • Boosted satisfaction scores by 61%.
  • Adept at developing financial models.
  • Achieved 56% improvement.
  • Adept at implementing financial models.
  • Client Portfolio Finance Specialist committed to excellence in ESG investment management, consistently driving a 77% increase in sustainable portfolio assets while aligning with client values and goals.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.

Accomplishments

  • Documented and resolved procedure which led to program.
  • Monitored and optimized the financial health of 10 client portfolios, culminating in $14 cost reductions.
  • Revised portfolio management workflows, enhancing overall portfolio performance and securing $4 in savings.
  • Collaborated with Six Sigma auditors to ensure full financial compliance, delivering zero compliance breaches.
  • Led key profitability analyses across 17 portfolios, producing $16 in additional client revenue in 2015.
  • Presented detailed portfolio performance analyses to stakeholders, aiding in securing $15 additional investments.
  • Created action plans that reduced overall portfolio risk exposure by $2 within 18 months.
  • Improved client relationship management strategies, increasing client retention by 42% over two years.
  • Facilitated investor meetings to review portfolio performance, securing $17 additional client investments.
  • Designed and implemented custom financial dashboards, leading to 28% more efficient KPI tracking.

Affiliations

  • Chartered Institute for Securities & Investment (CISI)
  • Lions Club
  • International Institute for Finance (IIF)
  • American Marketing Association
  • National Investor Relations Institute (NIRI)
  • Association for Financial Professionals (AFP)
  • Financial Industry Regulatory Authority (FINRA)
  • American Medical Informatics Association
  • Association of International Wealth Management (AIWM)
  • American Society of Safety Professionals

Certifications

  • Certified Business Analysis Professional (CBAP)
  • Accredited Investment Fiduciary (AIF) by Fi360
  • Microsoft Certified Systems Engineer (MCSE)
  • Project Management Professional (PMP)
  • CompTIA Security+
  • Certified Public Accountant (CPA) by program
  • Diploma in Portfolio Management by Chartered Institute for Securities & Investment (CISI)
  • First Aid/CPR Certified
  • Performance Measurement Attribution Certificate (PMAC) by CIPM Program
  • Certified Private Banker (CPB) by Private Banking Advisory

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