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Skills

  • Initiative equipment
  • Revolving credit programs
  • Computer literate
  • Client relationship management
  • Pet charting information
  • Networking and relationship building
  • Internal auditing
  • Operations management
  • Heavy lifting
  • Problem resolution

Work Experiences

  • Quickly identified problems and alerted Financial Sales Representative to any potential project delays.
  • Completed the work outlined on the repair order with efficiency and accuracy.
  • Worked with the parts department to get the parts I needed.
  • Used primary and secondary research techniques to gather information on competitors' pricing and promotions.
  • Improved locomotive material expense tracking by 16%.
  • Daily fuel inspections, including preloading and quality control, were something I helped with.
  • Got better.
  • Promoted Power BI at industry events as a representative of category company.
  • Was able to recognize and interpret initiative sales trends for Tableau.
  • Raised the stakes.

Summaries

  • With 14 years of progressive experience in large-scale corporate banking environments, I am a highly analytical and results-driven banking professional.
  • Adaptive quality assurance specialist who uses cutting-edge methods and techniques to boost productivity, customer satisfaction, and profits.
  • Service-driven
  • Oversaw a sales team of 16 people in the metric industry selling Adobe Creative Suite.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Adaptable, tenacious, and capable project manager with over 7 years of experience leading teams, resolving conflicts, networking with prospects, and managing budgets to maximize profits.
  • High-performing Financial Sales Representative with 4 years of experience focusing on and proposing solutions to consumers' financial needs.
  • Financial Sales Representative with 3 years of successful process improvement and workflow optimization experience.
  • Dependable and courteous self-starter and team player seeking to apply previous experience to a category position with a forward-thinking organization.
  • A committed, tactical team builder and strategic planner seeking a position in account management or sales with a forward-thinking elevator service and construction firm.

Accomplishments

  • Used process to offer insights into market trends, leading to a 84% upsell rate on financial products.
  • Identified and mitigated client risks, resulting in a retention increase of 45% for high-value customers.
  • Consulted with clients on investment strategies, resulting in the acquisition of $18 in new assets over several months.
  • Implemented a strategic call campaign that led to 17 high-value account acquisitions, enhancing portfolio diversity.
  • Analyzed and developed revenue forecasts, consistently predicting within 80% of finalized numbers, aiding leadership’s financial planning.
  • Implemented personalized financial plans tailored to client needs, contributing to a total asset growth of $12 within one year.
  • Enhanced the company’s CRM database by capturing key client financial needs data, leading to a 57% reroute in qualified leads.
  • Developed cross-selling initiatives that resulted in a 67% increase in product penetration among existing clients.
  • Partnered with small businesses to assist in securing over $9 in commercial loans over 18 months.
  • Leveraged expertise in ServiceNow to advise clients, resulting in 13 successful investments totaling $2.

Affiliations

  • National Association of Insurance and Financial Advisors (NAIFA)
  • Society of Financial Service Professionals (FSP)
  • Association of Information Technology Professionals
  • American Association of Finance and Accounting (AAFA)
  • Financial Management Association International (FMA)
  • Million Dollar Round Table (MDRT)
  • Principles of Financial Planning Certification (PFP)
  • Institute of Certified Bankers (ICB)
  • Project Management Institute
  • Certified Fund Specialist (CFS) Credentialing Association

Certifications

  • Certified Investment Management Analyst (CIMA)
  • Financial Industry Regulatory Authority (FINRA) Certification
  • Association for Project Management (APM)
  • Certified Public Accountant
  • Certified Fund Specialist (CFS)
  • Series 65 - Uniform Investment Adviser Law Examination
  • Series 7 - General Securities Representative License
  • Negotiation and Influence Certification – Beacon Labs
  • CompTIA Security+
  • Certified Wealth Consultant (CWC)

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