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Skills

  • Organization
  • Relationship development
  • Budgets
  • Client relationship management
  • Cold Calling and Prospecting
  • HNW client demographic
  • Business operations
  • Sales development
  • MS Office
  • Recruiting

Work Experiences

  • Achieved a 31% increase in recurring revenue by developing robust financial plans catering to Northwind and adjusting asset allocations accordingly.
  • Achieved recognition with the Outstanding Service Award.
  • Achieved a 56% increase in recurring revenue.
  • Developed incentives for Financial Sales Advisor to meet sales targets in order to increase revenue.
  • Achieved optimized retirement planning solutions.
  • Collaborated with the product marketing team.
  • Contributed to the acquisition of 8 new accounts.
  • Was able to recognize and interpret process sales trends for HubSpot.
  • Analyzed market trends and shared insights with clients, resulting in an overall 16% better portfolio performance compared to benchmarks.
  • Achieved targets consistently across 5 consecutive quarters.

Summaries

  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Within Banking and Financial Services, senior Financial Sales Advisor and outstanding performer in strategic planning and vendor management.
  • Committed to driving business growth.
  • Committed to driving business growth through innovative sales techniques and continuous client consultation, resulting in a team-wide revenue increase of $8.
  • Financial Sales Manager with 2 years of experience leading teams to achieve sales goals while providing excellent customer service.
  • Strengths in budget management and risk assessment backed up by Banking and Financial Services training.
  • Accomplished finance expert.
  • Achieved a 44% increase in total revenue.
  • Clear understanding of workflow optimization and client relations as well as quality assurance training.
  • Oversaw a sales team of 2 people in the initiative industry selling Jira.

Accomplishments

  • Reduced the time spent on manual financial reporting by 30% by implementing automated solutions using QuickBooks.
  • Successfully negotiated and closed 18 high-net-worth deals resulting in $16 revenue within several months.
  • Nurtured relationships with key accounts, driving repeat business and a 71% increase in cross-sell ratios over 6 months.
  • Proactively monitored existing accounts for expansion opportunities, increasing product penetration from $8 to $5 within two years.
  • Designed sales incentive programs that drove a 47% increase in monthly targets for the sales team.
  • Led standard cross-functional team to complete framework, achieving 60% improvement in client onboarding efficiency.
  • Utilized Workday to track and analyze sales pipelines, improving forecasting accuracy and closing speed by 23%.
  • Developed territory sales plan that increased regional revenue by 59% over the past year.
  • Resolved product issue through consumer testing.
  • Consistently achieved 46% of quarterly sales targets through expert negotiation, cross-selling, and upselling strategies.

Affiliations

  • Certified Trust and Fiduciary Advisor (CTFA)
  • Million Dollar Round Table (MDRT)
  • Investment Management Consultants Association (IMCA)
  • Economic Club of Portland
  • Association for Financial Counseling and Planning Education (AFCPE)
  • American Society of Safety Professionals
  • Financial Therapy Association
  • National Association for Personal Financial Advisors (NAPFA)
  • Rotary International
  • Institute of Certified Bankers (ICB)

Certifications

  • Certified Public Accountant (CPA)
  • Certified Financial Planner (CFP)
  • Advanced Negotiation Strategies Certification
  • CompTIA Network+
  • Cisco Certified Internetwork Expert (CCIE)
  • CompTIA Security+
  • Accredited Asset Management Specialist (AAMS)
  • Certified Investment Management Analyst (CIMA)
  • Chartered Life Underwriter (CLU)
  • Accredited Wealth Management Advisor (AWMA)

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