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Skills

  • Industry analysis experience
  • Extremely organized
  • Audit coordination
  • Strategic financial planning
  • Relationship development
  • Adobe software
  • Team Leadership
  • Business operations
  • Public speaking
  • Data Management

Work Experiences

  • Reviewed production schedules, drawings, and materials to gain a better understanding of the job details prior to the start of the project.
  • Successfully led key projects that yielded a category.
  • Had planned ahead.
  • Provided emergency aid to hikers who were suffering from heat exhaustion and called for paramedics to transport them to the hospital.
  • In charge of day-to-day operations and equipment maintenance in the initiative department.
  • Prepared routine legal correspondence and memoranda for attorney partners.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Did some research.
  • Saved $13 by putting in place cost-cutting measures that addressed long-standing issues.
  • Guided

Summaries

  • To achieve organizational goals and objectives, builds cross-departmental relationships.
  • I worked on films that screened at Asians on Film Festival, Boston International Film Festival, Tri-Cities Fantastic Fest, and Mile High Horror Film Festival, among others.
  • Versatile
  • To drive profitability and growth, skilled operations manager with solid experience managing all levels of multiple projects, including budgeting, inventory control, and administration.
  • Deadline-driven
  • Valuable and hardworking employee with a track record of converting cold calls into profitable sales relationships.
  • Leadership skills that have been demonstrated to drive enterprise optimization goals and improve organizational operations.
  • Multi-tasking and self-motivated leader who designs and develops powerful print and graphic media materials with keen attention to detail, articulate communication skills, and strong aesthetic sense.
  • Service-driven
  • Fluent in both English and Spanish.

Accomplishments

  • Assisted with the development and implementation of risk mitigation plans, reducing the firm's overall exposure by 48%.
  • Documented and resolved initiative which led to program.
  • Developed comprehensive investment plans tailored to individual risk tolerances, increasing client confidence and retention rates by 35%.
  • Reduced client disengagements by 55% by developing tailored engagement strategies based on feedback and financial goals.
  • Provided ongoing portfolio adjustment recommendations during periods of high market volatility, resulting in an average portfolio growth of 44%.
  • Designed and executed tax-efficient saving strategies, reducing taxable income for 3 clients by an average of 20% annually.
  • Provided personalized financial strategies for over 13 clients, increasing total assets under management (AUM) by $3 over several months.
  • Produced and distributed weekly market updates that contributed to a 33% increase in client inquiries for investment advisory services.
  • Streamlined financial document processing and compliance management, reducing administrative errors by 52%.
  • Monitored and rebalanced a client portfolio of 4 assets, which outperformed the benchmark by 27% over three years.

Affiliations

  • Womens' Network for Financial Advisors - Active member in leadership programs focused on empowering women in financial advising.
  • Lions Club
  • Estate Planning Council - Contributor to educational programs on high-net-worth estate management and transfer strategies.
  • Association for Computing Machinery
  • CFA Society Boston - Engages in monthly meetups discussing integral analytical strategies in financial performance.
  • Association for Financial Counseling & Planning Education (AFCPE) - Participating in continuing professional development programs.
  • National Association of Personal Financial Advisors (NAPFA) - Engaged in regular workshops and ethical standards discussions.
  • Association of Information Technology Professionals
  • American Medical Informatics Association
  • Society of Human Resource Management

Certifications

  • Financial Paraplanner Qualified Professional (FPQP®)
  • Accredited Portfolio Management Advisor (APMA)
  • Cisco Certified Network Associate (CCNA)
  • Accredited Retirement Plan Specialist (ARPS)
  • Certified Tax Specialist (CTS)
  • Salesforce
  • Certified Public Accountant (CPA) Arizona
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Certified in Long-Term Care (CLTC)
  • Chartered Financial Analyst (CFA)

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