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Skills

  • Organized
  • Financial modeling
  • Business operations
  • MS Office
  • International funds transfer process expertise
  • Analytical
  • Budgeting and cost control
  • Budgets
  • Hardworking mentality
  • Computer literate

Work Experiences

  • Invented
  • Kept track of everything.
  • Instructed employees on how to operate the cash drawer.
  • Managed
  • Sought advice.
  • Maintained a l>18% client retention rate by recommending strategic investment plans based on fixed income and equity investing report evaluations.
  • Used the l>method simulation to manage the risk and performance of equity and fixed income portfolios.
  • Established
  • Ensured
  • Developed a solid understanding of the estate and tax codes through continued research and training.

Summaries

  • Clear understanding of strategic planning and vendor management as well as strategic planning training.
  • Market analysis, investment strategy, and portfolio management expertise.
  • Dedicated to improving modeling and statistical analysis on a continuous basis.
  • Financial Services Consultant is a multi-talented Financial Services Consultant who is consistently rewarded for planning and operational improvements.
  • Focused on customer service
  • Articulate
  • Financial Services Consultant was responsible for ensuring that the company's objectives were met on a consistent basis in order to maintain client satisfaction and loyalty.
  • Resourceful
  • Meticulous
  • Within Accounting and Finance, senior Financial Services Consultant and outstanding performer in strategic planning and client relations.

Accomplishments

  • Facilitated a 10-year client relationship with Vantage, strengthening partnerships and extending service contracts worth $7.
  • Earned procedure Award in 2017.
  • Collaborated with a legal team to review joint venture agreements with a total deal value of $17, ensuring a strategic partnership that enhanced portfolio diversity.
  • Designed a tailored portfolio strategy for a high-net-worth individual, achieving a 71% increase in asset growth over the past year.
  • Developed and implemented a customer retention strategy that led to a 41% decrease in customer attrition within one year.
  • Facilitated standard by implementing system.
  • Secured compliance with SOX and GAAP within 13 divisions, reducing regulatory compliance issues by 82%.
  • Implemented sales pipeline management strategies that yielded a 71% increase in closed sales for retail banking products.
  • Implemented a predictive analytics model that decreased default rates on lending products by 81% over the past year.
  • Achieved successful IPO for Vantage.

Affiliations

  • Regular speaker at the CFA Society Austin for discussions on capital market trends and forecasts.
  • Active member of the European Financial Planning Association (EFPA), specializing in cross-border financial strategies.
  • Association of Information Technology Professionals
  • Board member of the Association for Financial Professionals (AFP), contributing to initiatives in corporate treasuries.
  • Member of the FinTech Association, focusing on driving digital transformation strategies for banking institutions.
  • Past council member in the Association of Certified Fraud Examiners (ACFE), specializing in combatting financial fraud across industries.
  • Current participant in the Denver Business Club, fostering relationships with corporate finance leaders across the Southeast.
  • International Council of Nurses
  • Affiliated with the National Association of Personal Financial Advisors (NAPFA) with a focus on fiduciary planning best practices.
  • Attendee of the American Economic Association (AEA) annual conferences for networking within macroeconomic forecasting topics.

Certifications

  • First Aid/CPR Certified
  • Six Sigma Yellow Belt Certification in Risk Management, awarded by system
  • Certified Wealth Strategist (CWS), issued by Cannon Financial Institute
  • Apple Certified Associate (ACA)
  • CompTIA A+ Technician
  • Certified Financial Planner (CFP), issued by the Certified Financial Planner Board of Standards
  • Certified Anti-Money Laundering Specialist (CAMS), accredited by the Association of Certified Anti-Money Laundering Specialists (ACAMS)
  • Microsoft Certified Systems Engineer (MCSE)
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Certified Professional in Financial Planning (CPFP), accredited by Northwind

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