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Skills

  • Financial planning
  • Client risk mitigation strategies
  • Business operations
  • Communications
  • Client data management
  • Mutual funds and liabilities
  • Budgets
  • Financial goals alignment with market opportunities
  • Retirement needs
  • Financial product education

Work Experiences

  • Achieved system.
  • Assisted in executing Salesforce portfolio rebalancing strategies, helping clients maintain optimal asset allocation.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Looked for industry trends on social media and through online sources.
  • Analyzed performance against market benchmarks.
  • Collaborated with a team on launching a new Tableau program, increasing firm assets under management by $9 within 10 months.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Assisted senior advisors in managing client portfolios.

Summaries

  • Achieved a 95% satisfaction rate.
  • Costs were consistently reduced while profits were increased.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Adept at handling complex financial risk assessments.
  • Accomplished in producing quarterly investment performance analyses, showcasing key trends and performance metrics that outperform industry averages by 34%.
  • Coordinated client meetings.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Clear understanding of cross-functional collaboration and data analysis as well as quality assurance training.
  • Within Banking and Financial Services, senior Investment Advisor Assistant and outstanding performer in team leadership and client relations.

Accomplishments

  • Played a key role in achieving Northwind's yearly retention target by proactively following up on client inquiries and concerns.
  • Compiled detailed reports on investment product offerings, influencing the decision-making process for over 2 clients.
  • Prepared and presented comprehensive portfolio reports to high-net-worth clients, contributing to an increase in client engagement by 41%.
  • Managed daily administrative and financial operations using initiative, allowing for timely responses to client queries while reducing workload.
  • Improved client data management procedures, securing 100% compliance during 2022 regulatory audits.
  • Supported senior advisors in executing multi-million dollar trades ensuring accurate and timely processing.
  • Executed client retention strategies which contributed to firm-wide retention improving by 48% over 17 quarter(s).
  • Monitored market conditions and shared real-time updates with clients, helping prevent potential losses during critical periods.
  • Conducted in-depth market research and trend analysis, allowing the team to identify high-potential investment opportunities.
  • Assisted in preparation of customized retirement and investment plans using Power BI, resulting in a 20% increase in client retention.

Affiliations

  • Society of Women Engineers
  • Financial Industry Regulatory Authority (FINRA)
  • American Bankers Association (ABA)
  • Certified Financial Planner Board of Standards (CFP)
  • Initiative Finance Alumni Association
  • Rotary International
  • Freemason
  • Global Association of Risk Professionals (GARP)
  • Alternative Investment Management Association (AIMA)
  • Chartered Financial Analyst (CFA) Institute

Certifications

  • Series 65 - Uniform Investment Adviser Law Examination
  • Responsible Investment Associate (RIA) Certification
  • Salesforce
  • Project Management Professional (PMP)
  • Google Certified Professional Cloud Architect
  • Series 7 - General Securities Representative License
  • SHRM Certified Professional (SHRM-CP)
  • Chartered Financial Analyst (CFA)
  • Financial Data Professional (FDP) by CFA Institute
  • CompTIA A+ Technician

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