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Skills

  • NCR Cash recycler
  • Benchmark composition
  • Investment theme development
  • 8 WPM typing speed
  • Deal mechanics
  • Goal-oriented
  • Savvy relationship-builder
  • Employee relations
  • Rapid data entry skills
  • Consumer banking specialist

Work Experiences

  • Took phone calls about banking products such as checking, savings, loans, and lines of credit.
  • Was in charge of organizing, stocking, and maintaining the teller window area.
  • Reorganized my online banking files and deleted any that were no longer in use.
  • Assessed clients' financial situations in order to develop strategic financial planning solutions.
  • Oversaw the investment team and taught them about customer relationship management techniques.
  • Kept a balancing record with a 2% accuracy rate.
  • Was in charge of preparing, sorting, and distributing metric reports to the appropriate branches.
  • Processed quarterly vault and ATM audits with a zero error rate.
  • Transported Adobe Creative Suite to two years customer locations.
  • Chose investments based on a quantitative review of stock performance, financial ratios, and financial statements.

Summaries

  • Investment Consultant with 18 years of successful client relations and strategic planning experience.
  • Clear understanding of performance reporting and workflow optimization as well as vendor management training.
  • Answers all questions and concerns in a way that ensures customer satisfaction.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Administrator, leader, and project manager of the highest caliber.
  • Portfolio implementation and client services are specialties of this personable and ambitious Investment Banker.
  • Strengths in cross-functional collaboration and client relations backed up by Banking and Financial Services training.
  • Outstanding communicator who is fluent in Mandarin and knows how to deal with employees, vendors, and partners.
  • With Series 7, 6, and 63 licenses, we can demonstrate our expertise.

Accomplishments

  • Prepared
  • Brought about system through program.
  • Developed
  • Advised
  • Completed standard project, achieving system.
  • Managed
  • Increased
  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.
  • Reduced
  • Recorded

Affiliations

  • Financial Industry Regulatory Authority (FINRA)
  • Financial Analysts Federation (FAF)
  • Private Equity Growth Capital Council (PEGCC)
  • CFA Society of Atlanta
  • Risk Management Association (RMA)
  • Freemason
  • Structured Finance Industry Group (SFIG)
  • American Marketing Association
  • Alternative Investment Management Association (AIMA)
  • American Medical Informatics Association

Certifications

  • Series 66 - Uniform Combined State Law Examination
  • Certified Protection Officer (CPO)
  • Certified Private Wealth Advisor (CPWA)
  • Fundamentals of Alternative Investments Certificate Program
  • Accredited Portfolio Management Advisor (APMA)
  • Certified Retirement Counselor (CRC)
  • SHRM Certified Professional (SHRM-CP)
  • ServSafe
  • CompTIA A+ Technician
  • Basic Securities Industry Essentials (SIE)

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