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Skills

  • Negotiation and closing
  • US GAAP principles
  • Risk advisory
  • Portfolio Management
  • Cross-functional team collaboration
  • Staff development
  • Certified Public Accountant (CPA)
  • Team Leadership
  • Financial planning
  • Fiscal budgeting

Work Experiences

  • Raised the stakes.
  • Ensured
  • Reduced shrinkage by reorganizing inventory and properly labeling products.
  • Provided all of the tax documentation required to file accurate corporate returns.
  • Produced detailed reports to disseminate account information and various metric data.
  • Got better.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Identified
  • Made sure that all financial transactions followed GAAP regulations and standards.
  • Kept track of everything.

Summaries

  • In the procedure industry, I'm ready to take on high-volume operations.
  • Expert data entry skills and knowledge of accounts receivable and payable principles.
  • Investment Representative is a dynamic and highly qualified Investment Representative who has a thorough understanding of accounting principles, taxation policies, and income tax procedures.
  • Ready to provide Lakeside Partners with excellent results.
  • Pragmatic
  • Versatile
  • For fully compliant tracking, reporting, and auditing of financial records, be well-organized and diligent about keeping records current, statements accurate, and accounts reconciled.
  • Successful in reducing old accounts and managing bad debt.
  • Investment accounting and financial analysis are areas in which I excel.
  • Innovative

Accomplishments

  • Introduced new ETF models, resulting in a 72% increase in product adoption by retail investors.
  • Increased assets under management (AUM) by $34,000 over the course of 2016 through effective client acquisition strategies.
  • Framework Assisted revenue department in compiling revenue data for purposes of determining organization's financial position for 2019.
  • Generated a 5% reduction in month-end close.
  • Assisted 10 clients with investment tax strategies, helping them save an aggregate of $$180,000 over the fiscal year.
  • Established a mentorship program for junior financial representatives, improving retention rates and achieving 63% certification success.
  • Increased sales 4% over three years.
  • Recouped $8 from delinquent client.
  • Analyzed financial data to identify trends and provided recommendations that led to a 83% growth of firm's asset value.
  • Led the incorporation of sustainable investment options, achieving 44% client participation in ESG allocations by 2019.

Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
  • Jaycees
  • Lions Club
  • Investment Company Institute (ICI)
  • National Investment Banking Association (NIBA)
  • National Association of Social Workers
  • Security Traders Association (STA)
  • Rotary International
  • American Finance Association (AFA)
  • Project Management Institute

Certifications

  • Chartered Market Technician (CMT)
  • Series 63 – Uniform Securities Agent State Law Exam
  • SHRM Certified Professional (SHRM-CP)
  • Cisco Certified Network Associate (CCNA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Registered Investment Advisor (RIA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Government Finance Officers Association Certificate
  • Certified Income Specialist (CIS)
  • SHRM Senior Certified Professional (SHRM-SCP)

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