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Skills

  • Automated processing
  • Verbal/written communication
  • Comparable acquisition analysis
  • Math aptitude
  • 13 WPM typing speed
  • Deal mechanics
  • Meticulous attention to detail
  • Accurate forecasting
  • NCR Cash recycler
  • IPO and valuation expert

Work Experiences

  • 9% increase in quarterly sales.
  • Provided data and analysis of market trends, economic influences, and business shifts affecting overall profitability to financial advisors and traders.
  • Did a thorough analysis of each mutual fund, including a complete audit.
  • Solved
  • Created a leveraged buy-out model to arrive at a proposed valuation of l>10% of equity.
  • Advised
  • Identified
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Managed
  • Had planned ahead.

Summaries

  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Capable of injecting new life and value into an organization's quest for excellence.
  • Pragmatic
  • Service-driven
  • Compliance and legal concerns are well-understood.
  • Ambitious
  • Strong member of the development team who can create nimble models for investment and risk analysis using category and method coding skills.
  • Builds strong client bases and drives revenue growth aggressively.
  • Attempt to bring 8 years of experience to a new position with room for advancement.
  • The importance of customer service cannot be overstated.

Accomplishments

  • Implemented a new digital banking system in Raleigh, improving online transaction speed and cutting customer queries by 32%.
  • Facilitated metric by implementing framework.
  • Designed and implemented a client engagement program that increased customer retention by 66% within 7 months.
  • Contributed to an innovation task force that re-engineered the client feedback loop for mobile banking, improving app engagement by 80%.
  • Assisted with customer onboarding, enhancing client satisfaction metrics by 82% during 8-month integration phase.
  • Oversaw compliance reporting for financial regulations, ensuring zero audit penalties for 8 consecutive years.
  • Built and nurtured long-term relationships with clientele to offer tailored financial solutions, resulting in a 27% improvement in customer loyalty metrics over 2020.
  • Negotiated favorable terms for process agreements, securing 15 in new business within first 12 months of tenure.
  • Formally honored by the Investment Banking Institute for professional acumen.
  • Influenced investment product sales growth through personalized client advisories, generating 13 in new deposits within 5 months.

Affiliations

  • Global Association of Risk Professionals (GARP) Member
  • Society of Women Engineers
  • Society of Financial Examiners (SOFE) Member
  • Advisory Board, Personal Finance Education Texas
  • National Mortgage Licensing System (NMLS) Registered Professional
  • Institute of Banking Services (IBS) Member
  • National Credit Union Foundation Involvement
  • Freemason
  • Volunteer at the Financial Education & Literacy Committee
  • Local Toastmasters Club with Focus on Client Relations Training

Certifications

  • Certified Personal Banker (CPB) from Meridian
  • Certified Information Systems Auditor (CISA) for Banking IT Security
  • Certified Financial Marketing Professional (CFMP)
  • Certificate in Digital Banking and Blockchain Technology
  • Fundamentals of Financial Services by Brightline
  • CompTIA Security+
  • Certified Financial Planner (CFP)
  • ServSafe
  • Certified Treasury Professional (CTP)
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)

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