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Skills

  • Contact management
  • Estate planning cross-collaboration
  • Investment advice
  • Personalized budgeting development
  • Retirement planning
  • Presentations
  • Developing post-retirement risk mitigation strategies
  • Trend analysis expertise
  • Goal-based planning tools and software
  • Multilingual financial advising services German

Work Experiences

  • Achieved results over 6 months.
  • Built long-term relationships with clients.
  • Collaborated with estate planning attorneys.
  • Achieved a 77% adherence rate.
  • Achieved savings within several months.
  • Advised 2 business owners on diversification strategies, helping grow their business assets by an average of $18 annually.
  • Conducted educational seminars for clients and prospects in Seattle to promote Northwind products and services.
  • Advised on key investment vehicles.
  • Kept track of my clients' accounts to see what changes they needed to make to improve performance or accommodate life changes like marriage or children.
  • Created financial analysis reports and financial management proposals using Jira and Adobe Creative Suite.

Summaries

  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Adept at market trend analysis.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Aligned estate and legacy planning with financial goals.
  • Well-versed in recommending investment solutions, obtaining financial information, and conducting comprehensive portfolio reviews.
  • Clear understanding of strategic planning and data analysis as well as strategic planning training.
  • Personal Financial Representative with 8 years of successful strategic planning and budget management experience.
  • Tactical Personal Financial Representative with experience in wealth management, risk management, and financial and investment strategies.
  • Professional who is accommodating and logical and is committed to developing customized solutions and actionable ideas to improve client satisfaction.
  • Adapted to fluctuating markets.

Accomplishments

  • Created and presented financial risk management proposals for clients, reducing exposure by 83% in volatile markets.
  • Earned Employee of the Year in 2015 for exceptional client service, having increased customer referrals by 61% compared to the prior year.
  • Educated clients on tax-deferred investment options, resulting in a combined reduction of 9 in taxable income in 2016.
  • Assisted 11 clients in building personalized budgeting systems, resulting in an average of $9 in additional monthly savings per client.
  • Delivered tailored budgeting and savings strategies that resulted in a 59% increase in clients’ savings contributions over 18 months.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Achieved 65% of assigned sales quotas for retirement and annuity products in 2023, focusing on personalized, customer-centric solutions.
  • Expanded client portfolio by 75% within 9 months by creating personalized financial plans focused on achieving long-term growth.
  • Guided clients through volatile market conditions, securing their portfolios and limiting losses to under 16% despite market downturns.
  • Prepared detailed quarterly financial analysis reports, enhancing transparency and ensuring clients were fully informed about portfolio performance.

Affiliations

  • Global Association of Risk Professionals (GARP)
  • National Association of Tax Professionals (NATP)
  • Freemason
  • Rotary International
  • Qualified 401(k) Administrator (QKA) Certification
  • Association for Corporate Growth (ACG) Member
  • Association for Financial Counseling and Planning Education (AFCPE)
  • National Society of Tax Professionals (NSTP)
  • Investment Management Consultants Association (IMCA)
  • Estate Planning Council in Portland

Certifications

  • Certified in Financial Management (CFM)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Fund Specialist (CFS)
  • Apple Certified Associate (ACA)
  • CompTIA A+ Technician
  • Accredited Portfolio Management Advisor (APMA)
  • Series 6 License - Investment Company and Variable Contracts Products Representative
  • Certified Public Accountant
  • Certified Public Accountant (CPA)
  • CompTIA Network+

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