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Skills

  • Collaboration with tax and legal professionals
  • Risk mitigation strategies
  • Operational improvement
  • Supervision
  • Standard equipment
  • Financial planning
  • Communications
  • Estate planning
  • Regulatory compliance
  • First Aid/CPR

Work Experiences

  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Collaborated with investment strategists.
  • Boosted portfolio resilience by 4%.
  • Conducted quarterly portfolio reviews.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Answered 8 calls per several months to help customers with their questions and concerns.
  • Achieved savings over 18 months.
  • Authored investment research reports.
  • Achieved top client satisfaction through personalized service.
  • Achieved Outstanding Service Award in client satisfaction.

Summaries

  • With Series 7, 6, and 63 licenses, we can demonstrate our expertise.
  • Achieved client-specific financial objectives.
  • Achieved 79% higher client retention year-over-year.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Achieved high satisfaction scores.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Awarded Top Performer in 2015.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Consistently exceeded annual AUM growth targets.
  • Consistently exceed annual AUM growth targets, having increased assets by $7 through effective client relationship management and cross-selling financial products.

Accomplishments

  • Facilitated educational webinars for 3+ clients, increasing firm’s digital engagement and driving 18% new account growth within under method.
  • Optimized portfolios through data-driven asset allocation models, achieving 31% above-average market returns over several months.
  • Streamlined internal processes for portfolio management, reducing client response time by 19% and improving client onboarding experiences.
  • Evaluated and reorganized existing portfolios to balance risk/reward ratios; increased portfolio performance by 50% post-restructure.
  • Leveraged quantitative analysis to identify 7 underperforming assets and restructured portfolios, leading to 35% increase in client annual returns.
  • Implemented innovative retirement savings strategies for 9 clients, boosting deferred compensation accounts by a total of standard.
  • Enhanced client engagement by hosting 7 market trend webinars, resulting in a 48% increase in advisory subscriptions and digital presence.
  • Guided clients through comprehensive estate tax strategy, resulting in the preservation of 42% of generational wealth for families.
  • Supported a client portfolio worth process by curating long-term asset management plans, growing the client base by 27% within 2017.
  • Resolved product issue through consumer testing.

Affiliations

  • International Association of Administrative Professionals
  • Freemason
  • Investment Management Consultants Association (IMCA)
  • Certified Private Wealth Advisor (CPWA) Certification
  • American Association of Finance and Accounting Alumni
  • National Association of Pension Advisors (NAPA)
  • Chartered Financial Analyst (CFA) Institute
  • Project Management Institute
  • College for Financial Planning Alumni Group
  • Toastmasters

Certifications

  • Certified Public Accountant
  • Certified Public Accountant (CPA)
  • FINRA Series 65 License
  • Chartered Retirement Plans Specialist (CRPS®)
  • Registered Paraplanner (RP)
  • Accredited Estate Planner (AEP)
  • CompTIA Security+
  • Cisco Certified Network Associate (CCNA)
  • Chartered Financial Consultant (ChFC)
  • Salesforce

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