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Skills

  • Strategic financial planning
  • Communication planning
  • Customer journey mapping
  • MS Office
  • CRM pipeline management
  • Strategy development
  • First Aid/CPR
  • Business operations
  • Financial Advisory Services
  • Budgets

Work Experiences

  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Achieved a 55% decrease in client feedback response time.
  • Oversaw the delivery of framework project by program team, which resulted in system.
  • Achieved improvement over 2021.
  • Looked for industry trends on social media and through online sources.
  • Achieved Excellence Award for outstanding client relationship management, resulting in consecutive client renewals over 2020.
  • Achieved results over several months.
  • Achieved results across one year.
  • Achieved a 58% increase in new business.
  • Had an excellent attendance record and was always on time for work.

Summaries

  • Achieved 41% onboarding time reduction.
  • Accomplished Associate Relationship Manager.
  • Analytical-minded professional with a results-driven approach, generating $10 in new revenue growth through financial strategies and ongoing client portfolio evaluations.
  • Achieved a team performance boost of 79%.
  • Achieved over $4 in annual revenue.
  • Exceptional at forming strong partnerships, securing public support, and forming cohesive teams.
  • Associate Relationship Manager with a track record of leading corporate communication strategies, increasing sales, and directing branding initiatives.
  • Accomplished at creating and implementing financial plans that generated $2 in new business annually while managing portfolios with initiative clients across the Southwest.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Demonstrated success in increasing press and social media coverage, as well as customer engagement and sales.

Accomplishments

  • Monitored and managed client credit exposure effectively by collaborating with risk management, leading to a 71% decrease in overdue accounts.
  • Analyzed market trends to continuously identify emerging opportunities for client growth, resulting in $18 of new business.
  • Resolved product issue through consumer testing.
  • Led cross-functional initiatives to integrate data analytics into client relationship strategy enhancing client retention by 17% within the first year.
  • Collaborated with legal and regulatory teams to ensure that all client investment proposals aligned with updated compliance frameworks.
  • Launched a monthly performance review program for key accounts, leading to 50% revenue growth from cross-selling over 6 months.
  • Regularly negotiated and finalized key contracts with clients, securing 18 new business partnerships worth combined $16.
  • Accelerated business development initiatives by leveraging industry connections, adding $5 to quarterly revenue targets.
  • Developed customized CRM reports that improved decision-making by offering real-time analytics on client account status and progression.
  • Instituted a referral program that helped bring in 7 of new client accounts, contributing $16 to overall assets.

Affiliations

  • International Financial Management Association (IFMA)
  • Financial Planning Association (FPA)
  • Project Management Institute
  • Association of Corporate Treasurers (ACT)
  • International Association of Registered Financial Consultants (IARFC)
  • European Financial Management Association (EFMA)
  • Commercial Finance Association (CFA)
  • American Medical Informatics Association
  • National Association of Credit Management (NACM)
  • International Association for Contract and Commercial Management (IACCM)

Certifications

  • Chartered Financial Analyst (CFA) 2023 - framework
  • Certified Private Wealth Advisor (CPWA) - Meridian
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Series 63 License - metric
  • Accredited Investment Fiduciary (AIF) - process
  • Series 7 License - standard
  • CompTIA A+ Technician
  • Cisco Certified Network Associate (CCNA)
  • Certified Public Accountant (CPA)
  • Advanced Certificate in Business Analysis and Relationship Management - Northwind

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