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Skills

  • Coaching and team development
  • Business operations
  • Supervision
  • Problem resolution
  • Regulatory compliance
  • Operational improvement
  • Compliance with investment regulations
  • Asset Allocation Optimization
  • New financial product development
  • Budgets

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Collaborated with process customers to determine their needs and deliver procedure service.
  • Adjusted insurance coverage plans.
  • Achieved 66% reduction in client tax liabilities annually.
  • Achieved monthly sales targets and exceeded expectations by 21%, earning the Employee of the Year at Atlanta in 2016.
  • Achieved a 20% increase in portfolio growth.
  • Advised clients on insurance Asana strategies, successfully achieving 24% reduction in client tax liabilities annually.
  • Saved $13 by putting in place cost-cutting measures that addressed long-standing issues.
  • Had an excellent attendance record and was always on time for work.
  • Oversaw the delivery of category project by standard team, which resulted in category.

Summaries

  • Aligned products with client goals.
  • Accomplished Licensed Financial Specialist committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional proficient in ServiceNow and QuickBooks.
  • Accomplished in guiding clients to achieve 65% financial readiness for retirement, using customized planning techniques and tax-efficient strategies.
  • Professional who is dependable and has excellent communication skills.
  • Clear understanding of team leadership and data analysis as well as quality assurance training.
  • Adept at coaching financial teams.
  • Committed to increasing the value of a financial portfolio by demonstrating unwavering integrity and communicating complex metrics.
  • Accomplished financial planner.
  • Accomplished financial planner with extensive expertise in wealth management and tax optimization strategies, ensuring compliance while delivering superior client results.
  • Professional with Microsoft Excel and Workday skills who is detail-oriented and tech-savvy.

Accomplishments

  • Collaborated with team of 9 in the development of framework.
  • Reduced investment management fees by 56% through re-allocation and negotiation tactics, improving overall client returns.
  • Consulted on estate planning strategies for high-net-worth individuals, which protected approximately $9 in assets from liquidation and taxation.
  • Proactively identified and addressed liquidity needs for 16 clients, improving overall portfolio performance and reducing volatility.
  • Documented and resolved system which led to method.
  • Reduced the firm’s operational costs by reviewing and renegotiating 10 financial service provider contracts, saving over $6.
  • Implemented a comprehensive tax savings strategy, helping clients reduce annual taxes by $12 and ensuring compliance with IRS guidelines.
  • Managed financial planning for 12 clients, boosting customer satisfaction by 82% through tailored investment strategies.
  • Supervised and trained a team of 12 financial specialists, improving productivity by 32%.
  • Designed fee structure optimization plans, resulting in a 56% revenue increase while maintaining client satisfaction.

Affiliations

  • Personal Finance Society (PFS)
  • International Association of Administrative Professionals
  • American Institute of Certified Public Accountants (AICPA) Personal Financial Planning Section
  • Taxpayers for Common Sense
  • Association for Computing Machinery
  • National Society of Tax Professionals (NSTP)
  • Investment Management Consultants Association (IMCA)
  • Rotary International
  • Freemason
  • Chartered Financial Analyst (CFA) Institute

Certifications

  • Certified Public Accountant
  • Certificate in Investment Performance Measurement (CIPM)
  • Accredited Investment Fiduciary (AIF)
  • Financial Risk Manager (FRM)
  • Certified Investment Management Analyst (CIMA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Investment Fund Director (CIFD)
  • Certified Business Analysis Professional (CBAP)
  • Chartered Global Management Accountant (CGMA)
  • Certified Tax Specialist™ (CTS)

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