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Skills

  • Retirement planning
  • Understanding tax law
  • Cash dispenser operation
  • Sales expertise
  • Relationship building and management
  • Client services
  • Familiarity with VBA
  • Banking
  • Capital market trends
  • Insurance decisions

Work Experiences

  • Hired, trained, and mentored junior financial and support staff to help them come up with new ideas, share their knowledge, and commit to helping the company succeed.
  • Am a driving force behind the company's continuous improvement.
  • Go to student events and participate in them.
  • Creating investment strategies
  • Assisted clients in determining and achieving short- and long-term financial objectives.
  • Business presentations are something I do.
  • Nurtured and strengthened client relationships, both new and old.
  • Assisted individuals and families in developing and implementing wealth management strategies that were tailored to their specific goals and objectives.
  • Was in charge of due diligence and valuation.
  • Assisted clients in planning and funding their retirements through the use of mutual funds and other options.

Summaries

  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.
  • Financial Advisor is a deadline-driven Financial Advisor who excels in fast-paced environments.
  • Portfolio implementation and client services are specialties of this personable and ambitious Investment Banker.
  • Outstanding communicator who is fluent in Portuguese and knows how to deal with employees, vendors, and partners.
  • Investment banker with a track record of delivering results in high-pressure situations by adapting and implementing novel strategies.
  • Administrator, leader, and project manager of the highest caliber.
  • Strengths in process improvement and risk assessment backed up by Banking and Financial Services training.
  • Financial Advisor is a multi-talented Financial Advisor who is consistently rewarded for planning and operational improvements.
  • Financial Advisor is a talented Financial Advisor who is well-versed in risk assessment and stakeholder engagement.
  • Adapts to a rapidly changing business and technological landscape.

Accomplishments

  • Represented
  • Solved
  • Ranked among the top 18 advisors worldwide in new business development.
  • Trained
  • Resolved product issue through consumer testing.
  • Resolved
  • Streamlined
  • Business Development: Initiated two key partnerships which resulted in process revenue growth.
  • Received “Innovation Award” Award for asset gathering.
  • Exceeded sales objectives in 2017.

Affiliations

  • Chartered Financial Consultant (ChFC) Designation 2016
  • Lions Club
  • International Council of Nurses
  • Society of Women Engineers
  • Attended Financial Planning Association (FPA) Annual Conference 2020
  • Completion of Series 7, 63, or 65 Exams
  • Certified in Long-Term Care (CLTC)
  • Registered Investment Advisor Representative (RIA) 2017
  • Investment Advisor Certified Compliance Professional (IACCP)
  • Membership in Estate Planning Council of Seattle

Certifications

  • Certified Fund Specialist (CFS)
  • Tax-Exempt and Government Finance Officers Association (GFOA) Certification
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Public Accountant
  • Certified Public Accountant (CPA)
  • Accredited Wealth Management Advisor (AWMA)
  • Google Certified Professional Cloud Architect
  • Certified Business Analysis Professional (CBAP)
  • Series 7 - General Securities Representative License
  • Project Management Professional (PMP)

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