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Skills

  • Client account monitoring and rebalancing
  • Client-centric proposal creation
  • CRM Software Asana
  • Team building
  • Financial compliance regulations (FINRA, SEC)
  • Operational improvement
  • High-net-worth client onboarding
  • Client Relationship Management (CRM) Systems
  • Regulatory compliance
  • Goal-based financial advising

Work Experiences

  • Assisted 7 clients in setting up their retirement accounts, ensuring long-term financial independence and asset protection.
  • Analyzed market conditions to execute buy/sell orders on behalf of clients with portfolios valued at $16, achieving favorable results in two years.
  • Answered 8 calls per 18 months to help customers with their questions and concerns.
  • Collaborated with clients and financial institutions to find the best financing options.
  • Collaborated efficiently to resolve client issues.
  • Analyzed market conditions.
  • Achieved client portfolio growth of $18 annually.
  • Achieved optimal asset allocation.
  • Achieved zero audit findings.
  • Achieved Outstanding Service Award for Power BI performance.

Summaries

  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Dedicated to learning, growing, and succeeding in Accounting and Finance.
  • Recognized on a regular basis for outstanding performance and contributions to the Accounting and Finance industry's success.
  • Investment Solutions Representative is a successful Investment Solutions Representative who is dedicated to assisting small businesses in achieving financial success.
  • Adept at handling multimillion-dollar portfolios.
  • Attracted 7 new clients annually.
  • Client-driven professional with expertise in tax saving strategies.
  • Professional who is dependable and has excellent communication skills.
  • Achieved 59% portfolio growth.
  • Achieved consistent portfolio growth.

Accomplishments

  • Collaborated with the legal team to ensure compliance with financial regulations during investment transactions, leading to a 50% reduction in compliance breaches.
  • Utilized financial software Jira to seamlessly execute trades and rebalance portfolios, maintaining performance metrics above 41% in 2019.
  • Provided timely execution of buy/sell orders with a 42% accuracy rate, minimizing transaction errors.
  • Analyzed client financial goals and implemented custom portfolio strategies producing a 64% annual growth in investments.
  • Strengthened professional relationships with clients by regularly conducting portfolio reviews, maintaining client retention above 70% despite market volatility.
  • Partnered with cross-functional teams to launch initiative, expanding product offerings and driving $18 in new client investments.
  • Partnered with external fund managers to deliver insights on Asana, resulting in new investment flows worth $18.
  • Successfully passed Lean to enhance credibility and client trust.
  • Developed cash flow management plans for clients that balanced liquidity needs with long-term growth objectives, resulting in 10% savings growth.
  • Collaborated with financial advisor team to implement sector rotation strategies that generated a 59% increase in realized portfolio gains.

Affiliations

  • Affiliate, system Finance and Investment Group
  • Affiliate Member, Fixed Income Analysts Society Inc. (FIASI)
  • Contributor, CFA Institute’s Global Market Research Program
  • Speaker, Institute for the Fiduciary Standard's Best Practices Workshops
  • Participant, Executive Women’s Leadership Program for Finance
  • Jaycees
  • Chair, Financial Literacy Initiative with initiative
  • Toastmasters
  • Association for Computing Machinery
  • National Investment Banking Association (NIBA)

Certifications

  • First Aid/CPR Certified
  • Advanced Certificate in Investment Management (ACI)
  • SHRM Certified Professional (SHRM-CP)
  • Wealth Management Certified Professional (WMCP)
  • Certified Treasury Professional (CTP)
  • Certified Regulatory and Compliance Professional (CRCP)
  • FINRA Series 63 License
  • Registered Investment Advisor (RIA)
  • Investment Foundations Program Certification
  • Insurance and Financial Services Professional (IFS)

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