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Skills

  • Business Development
  • Customer service
  • Client Relationship Management (CRM)
  • Data-driven decision making
  • Business process re-engineering
  • Investment risk coaching
  • Verbal and written communication
  • Investment planning
  • Client records oversight
  • Multitasking in high-stakes environments

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Coached clients on managing risk in investment portfolios.
  • Contributed to developing a client-facing financial literacy program focused on educating clients about workflow optimization, which increased client retention by 80%.
  • Collaborated with investment partners.
  • Had an excellent attendance record and was always on time for work.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Coached clients on managing risk in their investment portfolios by balancing exposure to stocks, bonds, and other assets, achieving total client risk reduction of 62%.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Achieved 75% greater accuracy and efficiency.

Summaries

  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • 13 years of experience.
  • Collaborative team player.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved measurable gains through proactive tax optimization strategies, helping clients reduce tax liabilities and maximize after-tax wealth growth.
  • Financial Planning Assistant with 14 years of experience working with financial products.
  • Aligned forecasts with client objectives.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Aligned with stringent regulatory standards.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.

Accomplishments

  • Created customized retirement plans for 8 high-net-worth clients, achieving consistent progress toward long-term financial goals.
  • Developed comprehensive financial plans resulting in 67% in targeted investment returns over two years.
  • Collaborated with tax advisors and estate planning partners to implement solutions that increased client satisfaction by 67%, improving overall service delivery.
  • Played a pivotal role in executing timely stock orders ahead of market closures, increasing efficiencies and reducing client exposure by 80%.
  • Collaborated with team of 14 in the development of metric.
  • Analyzed market trends to refine investment strategies, resulting in $17 incremental profits across 10 portfolios.
  • Played a key role in preparing for financial advisory board meetings, drafting key documents and ensuring alignment with investment strategies.
  • Documented and resolved method which led to procedure.
  • Utilized QuickBooks to automate the generation of financial performance reports, improving accuracy and saving 62% hours monthly.
  • Generated client performance reports on Power BI, delivering strategic insights that elevated client portfolio value by 39%.

Affiliations

  • Freemason
  • Rotary International
  • Alumni of Master’s in Finance Program, standard
  • Accredited Investment Fiduciary (AIF) Certification Holder
  • Association of Certified Financial Crime Specialists (ACFCS)
  • National Association of Personal Financial Advisors (NAPFA)
  • International Council of Nurses
  • Certified Retirement Counselor (CRC) Designation Holder
  • National Association of Social Workers
  • National Black MBA Association (NBMBAA)

Certifications

  • Accredited Asset Management Specialist (AAMS)
  • Certified Divorce Financial Analyst (CDFA)
  • Certified Estate Planner (CEP)
  • Certified Investment Management Analyst (CIMA)
  • Project Management Professional (PMP)
  • Accredited Wealth Management Advisor (AWMA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Public Accountant
  • Google Certified Professional Cloud Architect
  • Certified Professional Financial Strategist (CPFS)

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