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Skills

  • Chartered Lean Advisor
  • Estate planning solutions
  • Multilingual client support
  • First Aid/CPR
  • Asset Allocation Optimization
  • MS Office
  • Presentation and public speaking
  • Client relationship management
  • Compliance with investment regulations
  • Budgets

Work Experiences

  • Initiated conversations with clients to uncover financial needs, cross-sell products and services, and refer business partners to meet sales goals.
  • Achieved results within 2019.
  • Achieved monthly sales targets.
  • Addressed fee structures, risk tolerance, and tax planning.
  • Audited client accounts quarterly and identified cost-saving opportunities, saving an average of $9 per client.
  • Assisted in the launch of 7 new financial products.
  • Achieved savings for clients in 2021.
  • Created queries and ran analyses to improve business intelligence.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Advised clients on insurance Asana strategies, successfully achieving 24% reduction in client tax liabilities annually.

Summaries

  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the framework business.
  • Achieved 48% annual growth.
  • Licensed Financial Specialist with 6 years of successful team leadership and client relations experience.
  • Within Accounting and Finance, senior Licensed Financial Specialist and outstanding performer in workflow optimization and performance reporting.
  • Achieved excellent relationship management.
  • Committed to increasing the value of a financial portfolio by demonstrating unwavering integrity and communicating complex metrics.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Adhered to fiduciary standards.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved client financial goals 21% faster.

Accomplishments

  • Designed fee structure optimization plans, resulting in a 56% revenue increase while maintaining client satisfaction.
  • Audited client portfolios quarterly, identifying 9% cost-saving opportunities, resulting in improved financial reporting accuracy.
  • Optimized client service touchpoints, increasing client retention by 18% and driving a 54% year-over-year growth in client referrals.
  • Collaborated with team of 9 in the development of framework.
  • Held in-depth financial education sessions for clients resulting in a 73% improvement in their financial literacy and savings behavior.
  • Enhanced customer understanding and utilization of financial products, which resulted in a 62% increase in the adoption of wealth management services.
  • Crafted long-term financial goals for clients that reduced their risk exposure by 48% while maintaining a strong growth trajectory.
  • Provided investment advisory for 12 retirement accounts, helping clients achieve a 59% average portfolio growth in 2023.
  • Proactively identified and addressed liquidity needs for 16 clients, improving overall portfolio performance and reducing volatility.
  • Conducted portfolio reviews and risk assessments resulting in 68% improvement in client portfolio risk-adjusted return.

Affiliations

  • American Society of Safety Professionals
  • Institute of Financial Services (IFS)
  • Project Management Institute
  • Fixed Income Analysts Society, Inc. (FIASI)
  • International Association of Registered Financial Consultants (IARFC)
  • Global Association of Risk Professionals (GARP)
  • Society of Women Engineers
  • Rotary International
  • Jaycees
  • Financial Services Institute (FSI)

Certifications

  • CompTIA Network+
  • Certified Investment Fund Director (CIFD)
  • Certified Business Analysis Professional (CBAP)
  • Chartered Wealth Manager (CWM)
  • Accredited Asset Management Specialist (AAMS)
  • Certificate in Investment Performance Measurement (CIPM)
  • Certified Public Accountant
  • Certified in Long-Term Care (CLTC)
  • CompTIA A+ Technician
  • Certified Public Accountant (CPA)

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