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Skills

  • Cash Flow analysis
  • Bilingual in Portuguese
  • Business operations
  • Persuasive negotiator
  • Financial analysis aptitude
  • MS Office proficient
  • Computer literate
  • International funds transfer process expertise
  • Inventory management background
  • Corporate finance

Work Experiences

  • Devised strategies to grow and expand existing customer sales, resulting in an increase in annual sales of 8%.
  • Maintained a friendly and professional demeanor when dealing with customers.
  • Created accounts with a 8 product cross-sell ratio.
  • Made contact with potential clients in order to close sales and collect funds.
  • Was in charge of overseeing and evaluating the activities of 16 external investment advisors.
  • Outperformed my quarterly sales targets by 16%.
  • Performed audits for financial services clients such as banks and asset management firms.
  • Used fixed income and equity securities as investment instruments in complex option hedging strategies and trading scenarios.
  • Chose investments based on a quantitative review of stock performance, financial ratios, and financial statements.
  • Was in charge of a variety of accounting transactions.

Summaries

  • Expert problem solver who uses creativity and innovation to solve difficult and complex problems involving employees, processes, and costs.
  • Dedicated to maintaining a high level of professionalism and trustworthiness.
  • Clear understanding of client relations and project management as well as stakeholder engagement training.
  • Outstanding communicator who is fluent in Mandarin and knows how to deal with employees, vendors, and partners.
  • Investment banker with a track record of establishing strong client relationships and increasing revenue.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Investment banker with a track record of delivering results in high-pressure situations by adapting and implementing novel strategies.
  • Professional investment banker with the ability to gather, model, and use key data for a variety of projects.
  • Professional investment banker with a specialization in client relations.
  • Dynamic banker with a track record of managing complex projects and leading high-performing teams to achieve key financial goals.

Accomplishments

  • Business Development: Initiated two key partnerships which resulted in initiative revenue growth.
  • Documented
  • Resolved
  • Achieved top 13 percentile in monthly sales in procedure.
  • Ranked among the top 9 advisors worldwide in new business development.
  • Recommended
  • Consistently achieved a 6% teller balancing average.
  • Initiated
  • Improved
  • Increased

Affiliations

  • Certified Public Accountant (CPA) Association
  • National Association of Credit Management (NACM)
  • Default Servicing Technologies User Group
  • International Council of Nurses
  • Society of Human Resource Management
  • American Society of Safety Professionals
  • Loan Syndications and Trading Association (LSTA)
  • American Bankers Association (ABA)
  • Institute of Chartered Financial Analysts (CFA Institute)
  • Toastmasters

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Regulatory Compliance Manager (CRCM)
  • Salesforce
  • Certified Commercial Mortgage Servicer (CCMS)
  • Certified Public Accountant (CPA)
  • CompTIA Network+
  • First Aid/CPR Certified
  • Certified Commercial Credit Analyst (CCCA)
  • Certified Public Accountant
  • Certified Consumer Credit Compliance Specialist (CCC-CS)

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