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Skills

  • MS Office proficient
  • Account management
  • Inventory management background
  • Communications
  • Excellent communication skills
  • Service connections
  • Budgets
  • Client services
  • Multi-Task Management
  • Flexible

Work Experiences

  • Was in charge of preparing daily branch method invoices.
  • Sold bank services and products to customers based on their investment needs.
  • Had planned ahead.
  • Raised the stakes.
  • Solved
  • Received a regional branch recognition award for outstanding customer service.
  • Specific questions were directed to the appropriate branch personnel.
  • Sought advice.
  • Help customers open accounts and conduct transactions by advising them.
  • Managed

Summaries

  • Dedicated to consistently exceeding goals while seeking out professional development opportunities to expand knowledge and abilities.
  • Financial Representative is a successful Financial Representative who is dedicated to assisting small businesses in achieving financial success.
  • Resourceful
  • Focused on customer service
  • Professional in investment banking who excels at juggling competing priorities in order to achieve difficult objectives.
  • Expertise in general accounting and finance concepts has been demonstrated.
  • Expert
  • Deadline-driven
  • Motivated
  • Articulate

Accomplishments

  • Guided 16 clients through complex financial decisions and implemented wealth optimization strategies that grew assets by 41% over 2018.
  • Developed and sustained professional relationships with 16 key institutional investors, contributing to a 70% increase in assets under management.
  • Enhanced customer retention rates by 79% through personalized investment recommendations and proactive client communication.
  • Formally honored by the Investment Banking Institute for professional acumen.
  • Led strategy sessions for Meridian that helped modernize their client services, resulting in a new client onboarding increase of 61%.
  • Enhanced the efficiency of investment research processes through the use of Asana, cutting research time by 49% while maintaining high-quality outcomes.
  • Facilitated initiative by implementing method.
  • Conducted comprehensive financial assessments for clients, resulting in a customized debt restructuring strategy that saved clients an average of 13 in interest payments.
  • Consulted with high-net-worth individuals on wealth transfer plans, reducing estate tax liability by an average of 10 while safeguarding legacy assets.
  • Increased sales 14% over the past year.

Affiliations

  • Active in the Association of Certified Financial Crime Specialists (ACFCS)
  • Member of the Global Association of Risk Professionals (GARP)
  • Certified Financial Planner (CFP) Board 2022
  • International Council of Nurses
  • Lions Club
  • Chartered Financial Analyst (CFA) Institute system Membership
  • Freemason
  • Certified Trust and Financial Advisor (CTFA) through the American Bankers Association (ABA)
  • American Marketing Association
  • Graduate of FINRA Institute at the Wharton School 2016

Certifications

  • Accredited Financial Counselor (AFC)
  • CompTIA A+ Technician
  • Accredited Asset Management Specialist (AAMS)
  • Certified in Long-Term Care (CLTC)
  • Certified Public Accountant (CPA)
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Chartered Life Underwriter (CLU)
  • Association for Project Management (APM)
  • Certified Employee Benefit Specialist (CEBS)
  • Series 6 - Investment Company and Variable Contracts Products Representative License

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