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Skills

  • First Aid/CPR
  • Mutual funds
  • Investment planning
  • Advanced portfolio optimization techniques
  • Client relationship management
  • Client Retention Strategies
  • College savings plans advisory
  • Regulatory compliance
  • Client-centric financial advising
  • Organization

Work Experiences

  • Accomplished this within 2018.
  • Adopted innovative investment approaches.
  • Achieved this over 2016.
  • Collaborated with accounting and risk management teams to perform statistical analyses to predict and manage client family portfolio risk.
  • Avoided estate tax penalties.
  • Achieved portfolio growth rate of 80%.
  • Achieved results within 2021.
  • Collaborated with accounting and risk management teams.
  • Looked for industry trends on social media and through online sources.
  • Transported Power BI to 18 months customer locations.

Summaries

  • Collaborative team leader.
  • Family Investment Specialist is a multi-talented Family Investment Specialist who is consistently rewarded for planning and operational improvements.
  • Adept at managing high-net-worth family accounts.
  • Aligned portfolios with family governance structures.
  • Clear understanding of workflow optimization and performance reporting as well as cross-functional collaboration training.
  • Aligned family investments with financial goals.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Created environmentally conscious portfolios.
  • Achieved 38% growth in eco-friendly investment portfolios.
  • Within Banking and Financial Services, senior Family Investment Specialist and outstanding performer in risk assessment and vendor management.

Accomplishments

  • Led portfolio analysis effort that reallocated assets, resulting in a 47% reduction in overall client exposure to market risks.
  • Advised families on socially responsible investing, leading to a portfolio allocation shift into ESG funds worth 36% of total assets under management.
  • Created a diversified asset allocation plan for a family office client, improving risk-adjusted returns and reducing overall volatility by 71% within 2016.
  • Maintained and cultivated client relationships by providing tailored investment advice that resulted in 84% client retention over 2017.
  • Led cross-functional collaboration between the investment team and legal experts to ensure compliance with financial regulations, reducing exposure to legal risks by 27%.
  • Utilized financial indicators and statistical analysis to assess risk factors across client portfolios, mitigating potential high-risk investments by 68%.
  • Documented and resolved category which led to standard.
  • Successfully grew client base by 29% in 2019, using targeted outreach and personalized financial planning strategies specific to family needs.
  • Worked directly with a team of 9 analysts to streamline the client investment review process, reducing report delivery times by 78%.
  • Collaborated with estate attorneys and taxation experts to create cohesive, client-focused strategies, improving portfolio tax efficiency by 49%.

Affiliations

  • American Society of Safety Professionals
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Association of International Wealth Management (AIWM)
  • Financial Planning Association (FPA)
  • Investment Governance Network (IGN)
  • Estate Planning Council of Atlanta
  • Tax Management Association of Atlanta
  • Certified Private Wealth Advisor (CPWA) Program
  • Institute of Private Investors (IPI)
  • Jaycees

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • Council for Estate and Financial Planners (CEFP) Membership
  • Investment Foundations Program (formerly Claritas) by CFA Institute
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Global ESG Competent Boards Certification
  • Certified Financial Education Instructor (CFEI)
  • Project Management Professional (PMP)
  • Certified Public Accountant
  • Specialist in Planned Giving (SPG)
  • Financial Modeling & Valuation Analyst (FMVA)

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