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Skills

  • Inventory management background
  • Multi-Task Management
  • Familiarity with VBA
  • Account management
  • MS Office
  • Decision-making ability
  • Computer literate
  • Advanced accounting background
  • Qualified in commercial servicing
  • Industrial coverage knowledge

Work Experiences

  • Sold customers initiative, program, and initiative products.
  • Built a client base of l>2 through networking and seminar marketing.
  • Followed all company and regulatory security and audit procedures.
  • Handled sales referrals and promoted bank services and products, increasing branch sales by 7%.
  • Was in charge of processing treasury, tax, and loan payments.
  • Was in charge of a large number of charge-off credit card accounts.
  • Specific questions were directed to the appropriate branch personnel.
  • Was in charge of cash withdrawals.
  • Recommendation
  • Raised the stakes.

Summaries

  • Flexible
  • Financial Representative was responsible for ensuring that the company's objectives were met on a consistent basis in order to maintain client satisfaction and loyalty.
  • Compliance and legal concerns are well-understood.
  • Financial Representative with 8 years of cash handling and customer service experience is organized and detail-oriented.
  • Hardworking and dedicated, with a ruthless competitive spirit.
  • Service-driven
  • Dependable
  • Motivated individual.
  • Bank Teller with experience in fast-paced financial environments who is goal-oriented.
  • Excellent at meeting and exceeding one year objectives.

Accomplishments

  • Provided estate planning guidance that protected over $2 in assets for high-net-worth families, while ensuring tax-efficiency and compliance.
  • Developed and sustained professional relationships with 16 key institutional investors, contributing to a 70% increase in assets under management.
  • Led a seminar series on financial literacy and investment strategies, improving client engagement by 57% and generating 16 in new business.
  • Monitored financial markets, providing real-time insights to 9 clients that increased portfolio returns by an average of 66%.
  • Restructured investment portfolios for over 14 high-net-worth clients, increasing overall portfolio performance by 84% over 2017.
  • Tracked 15 clients’ financial goals and milestones, ensuring timely investment adjustments and maintaining client satisfaction scores above 74%.
  • Performed in-depth risk assessments and constructed dynamic portfolios, providing clients with an attractive risk-return profile that outpaced the benchmark by 15%.
  • Conducted comprehensive financial assessments for clients, resulting in a customized debt restructuring strategy that saved clients an average of 13 in interest payments.
  • Maximized investment growth opportunities for 15 clients by recommending timely adjustments to their portfolios based on market performance and trend analysis.
  • Advised on efficient tax-saving strategies that preserved an additional $15 in client wealth, improving after-tax returns by 55%.

Affiliations

  • Current Member of Young Entrepreneurs of Austin Association
  • Retirement Plan Advisor through the American Society of Pension Professionals & Actuaries (ASPPA)
  • American Medical Informatics Association
  • Affiliated with the Insurance Institute of method
  • Toastmasters
  • Retirement Income Industry Association (RIIA) Certification in program
  • Lions Club
  • Association of Information Technology Professionals
  • Women in Finance Network method
  • National Association of Social Workers

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Uniform Investment Adviser Law Examination (Series 65)
  • SHRM Certified Professional (SHRM-CP)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Series 6 - Investment Company and Variable Contracts Products Representative License
  • Chartered Financial Analyst (CFA)
  • Chartered Life Underwriter (CLU)
  • Project Management Professional (PMP)
  • Certified Estate Planner (CEP)
  • Certified Exit Planning Advisor (CEPA)

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