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Skills

  • Global Equity portfolio management
  • Uncompromising work ethic
  • Credit and collections
  • Equity markets
  • Due diligence
  • Computer literate
  • Familiarity with VBA
  • CRM Systems
  • Loan approvals
  • Multi-Task Management

Work Experiences

  • Organized financial analysis, market research, and due diligence filings materials for potential investors.
  • Achieved Excellence Award in 2016.
  • Made contact with potential clients in order to close sales and collect funds.
  • Created member account profiles on the organization's online banking program.
  • Continued my education on current banking products and services through the Banking and Financial Services program.
  • Created accounts with a 9 product cross-sell ratio.
  • Devised strategies to develop and expand service sales to existing customers, resulting in an increase in annual revenue of 16%.
  • Kept a balancing record with a 6% accuracy rate.
  • Updated comparables for up to 11 companies over a three years period.
  • Assessed clients' financial situations in order to develop strategic financial planning solutions.

Summaries

  • Cross-selling bank products and services is a strength of this versatile banking professional.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Maintain a high level of integrity and accuracy while providing professional and courteous customer service.
  • With 2 years of experience in standard operations, I am an accomplished management professional.
  • Excellent ability to communicate, make decisions, and plan.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Professional investment banker with a specialization in process improvement.
  • Outstanding communicator who is fluent in Japanese and knows how to deal with employees, vendors, and partners.
  • Resourceful, foresightful, and proactive, with a keen understanding of market and customer dynamics.

Accomplishments

  • Played an integral role in firm’s expansion into procedure, adding over 5 new clients worth $5 in assets.
  • Developed brand new method program.
  • Reduced portfolio management costs by 44% by employing strategic account optimization and fee negotiation strategies.
  • Collaborated with team of 14 in the development of standard.
  • Improved client retention rates by 18% through proactive client engagement and monthly portfolio performance reviews.
  • Elevated long-term client relationships, driving a 36% increase in client referrals and new account growth.
  • Reduced firm-wide operational costs by 78% through improved vendor management and renegotiated service agreements.
  • Consistently ranked in the top 3% of investment advisors for revenue generation during 2016 to 2019.
  • Worked through market downturns with a 36% success rate in retaining clients by focusing on long-term risk management strategies.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.

Affiliations

  • American Society of Safety Professionals
  • Alternative Investment Management Association (AIMA)
  • Society of Estate and Trust Practitioners (STEP)
  • Lions Club
  • International Association of Registered Financial Consultants (IARFC)
  • Certified Financial Planner Board of Standards (CFP Board)
  • Jaycees
  • Institute of Certified Financial Planners (ICFP)
  • Investment Adviser Association (IAA)
  • CFA Society of Chicago

Certifications

  • Certified Private Wealth Advisor (CPWA)
  • Chartered Retirement Planning Counselor (CRPC)
  • ServSafe
  • Securities Industry Essentials (SIE)
  • Certified Income Specialist (CIS)
  • Certified Public Accountant (CPA)
  • Cisco Certified Network Associate (CCNA)
  • Certified Financial Planner (CFP)
  • Accredited Portfolio Management Advisor (APMA)
  • Certified Investment Management Analyst (CIMA)

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