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Skills

  • Budgets
  • Advanced Excel and financial modeling
  • MS Office
  • Customer service
  • Communications
  • Supervision
  • Business operations
  • Client acquisition strategies
  • Savings accounts
  • Operational improvement

Work Experiences

  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Achieved risk-adjusted returns exceeding benchmarks.
  • Achieved top sales award in 2019.
  • Authored a quarterly financial newsletter.
  • Assessed clients’ financial needs and goals.
  • Achieved 78% growth over two years.
  • Collaborated with tax planners and estate attorneys to provide holistic financial plans, consistently exceeding client expectations and achieving a 33% client retention rate.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Closed $8 in revenue from recommending international investment products in emerging markets, yielding average returns above 67% over 6 months.
  • Achieved a 39% reduction in unnecessary expenses.

Summaries

  • Achieved results across Austin.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • With Series 7, 6, and 63 licenses, we can demonstrate our expertise.
  • Collaborative Licensed Financial Consultant with a successful track record of working with tax planners and estate attorneys, continuously delivering comprehensive and valuable financial plans.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Certified ITIL professional, specializing in tax-advantaged investment solutions to protect client wealth and create lasting legacies.
  • Adept at making dynamic portfolio adjustments.
  • Consistently exceeded sales goals by applying innovative financial planning solutions, resulting in 18% growth in high-net-worth client portfolios.
  • Achieved 50% average annual returns.
  • Comprehensive knowledge of financial products.

Accomplishments

  • Generated additional advisory income by acquiring 7 new high-net-worth clients, increasing AUM by $6.
  • Collaborated with estate attorneys to create comprehensive wealth transfer plans, minimizing tax exposure by $16.
  • Developed a financial literacy seminar series, engaging 18 participants and converting 79% into repeat clients.
  • Led financial planning workshops that increased prospective client engagement by 78% and resulted in 3 new client accounts.
  • Identified underperforming assets and reallocated investments to boost overall portfolio yield by 54% within 8 months.
  • Created holistic financial plans combining investment, retirement, and tax-efficient strategies, meeting 21% of clients’ long-term financial goals.
  • Collaborated with team of 18 in the development of standard.
  • Resolved product issue through consumer testing.
  • Revised fee structure for recurring revenue models, increasing the firm’s profitability by 84% without impacting client satisfaction.
  • Leveraged data analytics tools to track client satisfaction, achieving a 54% improvement in retention within one year.

Affiliations

  • Financial Therapy Association (FTA)
  • Retirement Income Certified Professional (RICP) Network
  • American Marketing Association
  • Investment Management Consultants Association (IMCA)
  • Certified Financial Planner Board of Standards (CFP Board)
  • Certified Investment Management Analyst® (CIMA®) Accreditation Group
  • Investment & Wealth Institute
  • National Association of Insurance and Financial Advisors (NAIFA)
  • National Society of Financial Educators
  • Society of Human Resource Management

Certifications

  • Certified Public Accountant (CPA)
  • Series 6 - Investment Company Products/Variable Contracts Representative License
  • Cisco Certified Internetwork Expert (CCIE)
  • CompTIA Security+
  • Certified Public Accountant (CPA) with Personal Financial Specialist (PFS) Credential
  • Certified Financial Planner (CFP)
  • Certified Retirement Counselor (CRC)
  • Series 63 – Uniform Securities Agent State Law Exam
  • Apple Certified Associate (ACA)
  • Financial Paraplanner Qualified Professional (FPQP®)

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