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Skills

  • Customer service
  • Portfolio Management
  • Savings accounts
  • Regulatory compliance
  • Education funds
  • First Aid/CPR
  • Operational improvement
  • Trend analysis expertise
  • Cross-selling and upselling strategies
  • Investment planning

Work Experiences

  • Collaborated with legal and estate experts.
  • Achieved Employee of the Year for consistently being among the top-performing advisors in Austin, outperforming $3 in assets annually.
  • Conducted comprehensive financial reviews.
  • Achieved a 47% promotion rate.
  • Aligned portfolios with clients’ changing financial goals.
  • Addressed emerging market trends.
  • Avoided estate tax liabilities.
  • Coached a team of junior advisors.
  • Complied with local financial regulations.
  • Customized philanthropic strategies for ultra-high-net-worth individuals, enabling $14 in charitable donations while preserving capital.

Summaries

  • Achieved retention rates of 17% among environmentally conscious investors.
  • Catered to socially responsible clients.
  • Collaborated with estate and legal professionals.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Boosted client product utilization by 24%.
  • Applied leading tax-efficient wealth strategies.
  • Balanced risk and reward.
  • With Series 7, 6, and 63 licenses, we can demonstrate our expertise.
  • Assisted in estate planning.
  • Coached teams of junior advisors.

Accomplishments

  • Optimized internal client tracking systems, reducing client follow-up time by 51% and increasing customer satisfaction by 46%.
  • Achieved Six Sigma to deepen expertise in estate planning, driving a 62% increase in client satisfaction for legacy planning services.
  • Facilitated a structured investment strategy that directly contributed to a $6 increase in the firm’s overall AUM over a three years period.
  • Analyzed market trends and initiated investment adjustments, securing average annual gains of 40% for high-net-worth client portfolios.
  • Led a team of 14 financial advisors, achieving an overall asset growth rate of 2 and a 16% promotion rate within 12 months.
  • Created a wealth-preservation strategy for high-net-worth clients, resulting in 48% less tax liability and protecting capital during volatile market conditions.
  • Partnered with tax advisors and estate attorneys to craft holistic plans for clients, resulting in 22% more comprehensive client satisfaction.
  • Conducted detailed financial reviews for new prospects, resulting in the acquisition of 10 new clients and adding $3 in AUM within several months.
  • Resolved product issue through consumer testing.
  • Led the onboarding process for 13 high-net-worth clients, securing $12 in assets under management within three years.

Affiliations

  • Executive Member, Boston Wealth Managers Association
  • National Association of Personal Financial Advisors (NAPFA)
  • Certified Private Wealth Advisor (CPWA) Certification
  • Society of Human Resource Management
  • Association of Information Technology Professionals
  • Keynote Speaker at metric
  • Estate Planning Council of Chicago
  • Toastmasters
  • American Medical Informatics Association
  • Women in Wealth Networking Group

Certifications

  • SHRM Senior Certified Professional (SHRM-SCP)
  • Certified Tax Specialist (CTS)
  • Chartered Life Underwriter (CLU)
  • Google Certified Professional Cloud Architect
  • SHRM Certified Professional (SHRM-CP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Fund Specialist (CFS)
  • Chartered Global Management Accountant (CGMA)

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