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Skills

  • Advanced Excel financial modeling
  • Client retention and satisfaction initiatives
  • IRS Regulatory Compliance
  • Industry-specific financial advice for Columbus
  • Customer service
  • Metric equipment
  • Communications
  • Team building
  • Portfolio diversification methods
  • Financial reviews & assessments scheduling

Work Experiences

  • Attained CPA designation, further ensuring expert-level advisory services across both corporate and individual client bases.
  • Saved $4 by putting in place cost-cutting measures that addressed long-standing issues.
  • Advised on real estate investments.
  • Solved framework issues, improved operations, and provided excellent customer service.
  • Collaborated with clients to design wealth management strategies.
  • Compared to regional averages.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Built and managed a referral program generating 29% of new clientele through strategic networking with local businesses.
  • Achieved 22% client retention amid uncertainties.
  • Achieved a 85% success rate in helping clients meet retirement goals.

Summaries

  • Assisted during volatile periods.
  • Achieved a 78% improvement in asset allocation performance.
  • Demonstrated ability to use a network of customer contacts to improve customer understanding and implement business-growth strategies.
  • Achieved measurable revenue growth.
  • Achieved a 19% increase in overall investment performance.
  • Advanced analytical skills in assessing financial statements.
  • Certified advisor specializing in risk management and compliance, consistently enhancing client portfolios by executing data-driven investment decisions.
  • Professional with Adobe Creative Suite and Power BI skills who is detail-oriented and tech-savvy.
  • Achieved 15% improvement in portfolio performance for high-net-worth clients by implementing comprehensive asset allocation strategies.
  • Achieved 27% improvement in portfolio performance.

Accomplishments

  • Partnered with legal advisors to structure complex international wealth plans that reduced tax exposure by $8 for expatriate clients.
  • Analyzed market trends through advanced data analysis tools, improving investment strategy recommendations to generate a 35% higher return for clients.
  • Collaborated with team of 4 in the development of category.
  • Successfully onboarded 8 clients in 6 months, contributing to firm-wide revenue growth of $4.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Diversified clients' portfolios across asset classes, leading to a 63% risk reduction and return increase of $3 within several months.
  • Built a financial advisory internship program, successfully training and certifying 8 interns, 43% of whom transitioned to full-time roles within the firm.
  • Spearheaded a team initiative to revamp portfolio performance metrics, which resulted in a $16 uplift for client investments within Chicago market.
  • Led workshops for 13 staff on numerical data analysis, enhancing team capability to make data-informed investment decisions.
  • Collaborated with technology teams to integrate Microsoft Excel to streamline portfolio tracking and report generation, improving accuracy by 78% and reducing reporting time by 15 hours per month.

Affiliations

  • International Association of Registered Financial Consultants (IARFC)
  • Financial Planning Association (FPA)
  • Capital Markets Forum Group
  • Certified Investment Management Analyst (CIMA) Designation Holder
  • Jaycees
  • Chartered Institute for Securities & Investment (CISI)
  • American Banking Association (ABA)
  • Association of Certified Fraud Examiners (ACFE)
  • National Association of Personal Financial Advisors (NAPFA)
  • National Association of Social Workers

Certifications

  • SHRM Certified Professional (SHRM-CP)
  • FINRA Series 7 & 66 Certification
  • Certified Public Accountant (CPA)
  • Certified Tax Specialist (CTS)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Estate Planner (CEP)
  • Certified Retirement Counselor (CRC)
  • Certified in Long-Term Care (CLTC)
  • Apple Certified Associate (ACA)
  • First Aid/CPR Certified

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