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Skills

  • Client relationship building
  • Financial literacy workshop creation
  • Client portfolio management
  • Team management
  • Customer service in financial services
  • Business development through financial solutions
  • Asset retention strategies
  • Organization
  • Presenting complex financial concepts to non-experts
  • Estate planning and wealth management

Work Experiences

  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Achieved a 65% reduction in client risk.
  • Achieved $3 in tax savings.
  • Analyzed financial statements.
  • Achieved a 37% overall yield improvement.
  • Had an excellent attendance record and was always on time for work.
  • Advised clients in tax-advantaged strategies and investment opportunities, achieving $15 in tax savings across multiple portfolios.
  • Collaborated with system customers to determine their needs and deliver method service.
  • Assessed clients’ short- and long-term goals to provide tailored investment solutions that increased portfolio value by $6 within 5 months.
  • Advised clients on tax-advantaged strategies.

Summaries

  • Strengths in project management and client relations backed up by Banking and Financial Services training.
  • Achieved recognition for surpassing client acquisition goals by 7% and implementing asset retention strategies that consistently deliver results.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Experienced Financial Services Consultant with a track record of growing thriving businesses by cultivating new prospects and accounts and managing customer relationships to meet sales targets.
  • Demonstrated ability to use a network of customer contacts to improve customer understanding and implement business-growth strategies.
  • Conducted financial literacy workshops.
  • Client-focused professional.
  • College Financial Representative is a multi-talented College Financial Representative who is consistently rewarded for planning and operational improvements.
  • Conducted detailed account analysis.
  • Competent in translating clients' long-term goals into actionable investment plans, improving portfolio value by $10 in 2 months.

Accomplishments

  • Partnered with marketing to improve response rates for client inquiries, decreasing open ticket times by 31%.
  • Developed long-term savings strategy plans for 15 clients, leading to a capital increase of $5 after 18 months.
  • Used advanced Excel tools to perform robust financial data analysis for Ironclad Systems, reducing data entry time by 8 hours per project.
  • Presented complex tax benefits and financial aid structures to a monthly audience of 5, improving applicant accuracy by 81% %.
  • Coordinated cross-functional teams in finance and insurance, increasing client retention by 72% % in 2021.
  • Executed method that resulted in an overall increase of 72% in revenue-generating activities in 2019.
  • Coordinated educational seminars to help students and young professionals better understand financial instruments, improving overall department touchpoints by 66% % in two years.
  • Created custom financial modeling templates in Excel, reducing forecasting errors by 62% % for Brightline.
  • Increased client referral rates by 18% through exceptional relationship-building and targeted networking programs.
  • Implemented a standardized review process for student loan applications, resulting in 49% reduction in processing errors.

Affiliations

  • American Society of Safety Professionals
  • Financial Planning Association (FPA)
  • Rotary International
  • Young Professionals in Finance (YPF)
  • Association of Information Technology Professionals
  • Community Action Association (CAA)
  • Society of Financial Service Professionals (FSP)
  • Association for Financial Counseling and Planning Education (AFCPE)
  • Future Financial Professionals Program (FFPP)
  • National Association of Social Workers

Certifications

  • Certified Retirement Services Professional (CRSP)
  • Certified in Long-Term Care (CLTC)
  • Certified Divorce Financial Analyst (CDFA)
  • Chartered Financial Consultant (ChFC)
  • Project Management Professional (PMP)
  • FINRA Series 6 - Investment Company and Variable Contracts Products Representative
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Microsoft Certified Systems Engineer (MCSE)
  • First Aid/CPR Certified

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