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Skills

  • Comparable acquisition analysis
  • Savvy relationship-builder
  • Ledger and balance sheet competency
  • Cheerful
  • Analytical thinking
  • Global Equity portfolio management
  • Goal-oriented
  • Extensive knowledge of SEC regulations
  • Interpersonal skills
  • Economic forecasting

Work Experiences

  • Organized financial analysis, market research, and due diligence filings materials for potential investors.
  • Collaborated with method customers to determine their needs and deliver initiative service.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Cashier's checks, traveler's checks, and money orders were among the items I sold.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Performed audits for financial services clients such as banks and asset management firms.
  • Planned the main branch's staffing.
  • Was in charge of overseeing and evaluating the activities of 8 external investment advisors.
  • Was in charge of organizing, stocking, and maintaining the teller window area.
  • Coordinated daily cash reconciliation in a high-volume location.

Summaries

  • Strengths in performance reporting and quality assurance backed up by Banking and Financial Services training.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Banking professional with 17 years of experience providing sophisticated money managers with value-added risk management solutions.
  • Investment Specialist is well-versed in regulations, best practices, and strategies for success.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Investment Specialist is a multi-talented Investment Specialist who is consistently rewarded for planning and operational improvements.
  • Professional investment banker with the ability to gather, model, and use key data for a variety of projects.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Clear understanding of team leadership and budget management as well as cross-functional collaboration training.
  • Everyone involved in large and small scale investments is committed to financial success.

Accomplishments

  • Recorded
  • Increased annual revenue by 7% by creating effective strategies to expand existing customer services.
  • Managed
  • Prepared
  • Balanced daily cash drawers and vaults totaling an average of $9.
  • Integrated
  • Design: Responsible for creative design for prominent framework.
  • Protective Services: Applied safety procedures and policies as outlined in Department Safety Manual.
  • Researched
  • Documented

Affiliations

  • Chartered Alternative Investment Analyst Association (CAIA)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Association of Investment Companies (AIC)
  • Rotary International
  • Association for Supply Chain Management (APICS)
  • Society of Human Resource Management
  • Toastmasters
  • American Marketing Association
  • Association of Information Technology Professionals
  • Asset Management Association (AMA)

Certifications

  • Chartered Market Technician (CMT)
  • Series 7 - General Securities Representative
  • Series 65 - Uniform Investment Adviser Law
  • Certified Securities Operations Professional (CSOP)
  • CompTIA Network+
  • Apple Certified Associate (ACA)
  • Cisco Certified Network Associate (CCNA)
  • Certified Public Accountant
  • Certificate in ESG Investing (Provided by CFA Institute)
  • Cisco Certified Internetwork Expert (CCIE)

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