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Skills

  • Strong communication skills
  • Business solicitation
  • Customer relations
  • Proficient in Power BI
  • Client Retention Strategies
  • Revenue generation
  • Coaching and mentoring junior staff
  • Financial product knowledge
  • Industry networking
  • Account servicing

Work Experiences

  • Actively participated in regulatory training sessions.
  • Achieved a 73% increase in client investments.
  • Created and used metric reports to assist leadership in making key decisions and exceeding operational goals.
  • Achieved a 9% increase in account openings.
  • Achieved results over two years.
  • Assessed the suitability of new product offerings for clients, launching the sale of Asana that yielded 70% in client engagement within 18 months.
  • Increased the team's revenue by over $3 in sales.
  • Improved the client organization and goal alignment by automating the procedure contact management system.
  • Achieved results within the first several months.
  • Assessed inventory and delivery requirements, then devised strategies to meet customer needs.

Summaries

  • Dedicated, articulate, and tenacious sales professional with a track record of exceeding goals through the use of strategy and advanced people skills.
  • Strengths in quality assurance and vendor management backed up by Banking and Financial Services training.
  • Professional with a passion for sales and customer service, as well as communication and negotiating skills.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Adapted portfolios based on market shifts.
  • Bringing 13 years of experience in this field.
  • Achieved returns of 20%.
  • Superior communication skills, as well as the ability to understand and close sales, are required.
  • Registered Representative is a multi-talented Registered Representative who is consistently rewarded for planning and operational improvements.
  • Proven Registered Representative with a wide range of forecasting and prospecting skills.

Accomplishments

  • Oversaw onboarding of new clients for standard, increasing the number of managed accounts by 14 within several months.
  • Worked alongside portfolio managers during quarterly rebalancing, ensuring portfolios experienced less than 58% volatility during standard.
  • Managed client transition between advisory providers, seamlessly transferring $13 worth of assets with zero disruption to service.
  • Trained and mentored new advisors on compliance and ethical practices, contributing to a 39% increase in regional performance.
  • Utilized Adobe Creative Suite for daily monitoring of client portfolios, ensuring that allocation recommendations consistently yielded 62% returns above projections.
  • Reduced operational risk through the identification and resolution of portfolio reporting discrepancies, decreasing reporting errors by 83%.
  • Achieved PMP to enhance knowledge of regulatory requirements and improve service by 43%, ensuring industry compliance.
  • Collaborated with compliance teams to ensure adherence to FINRA and SEC regulations, contributing to a 69% decrease in compliance-related issues.
  • Assumed responsibility for managing 2 high-net-worth accounts, increasing client satisfaction scores by 36% points.
  • Identified gaps in financial reporting procedures, implementing corrections that reduced audit-related findings by 69%.

Affiliations

  • Freemason
  • Associate, CFA Society of Boston
  • Certified Investment Manager designation
  • Chartered Financial Consultant (ChFC)
  • International Association of Administrative Professionals
  • National Association for Fixed Annuities (NAFA) member
  • Board member, standard
  • Financial Analysts Federation (FAF) Member
  • Association for Supply Chain Management (APICS)
  • Investment Management Consultants Association (IMCA) member

Certifications

  • Chartered Federal Employee Benefits Consultant (ChFEBC)
  • ServSafe
  • Insurance Producer License - Arizona
  • Accredited Investment Fiduciary (AIF)
  • Chartered Financial Analyst (CFA)
  • Accredited Asset Management Specialist (AAMS)
  • Certified Financial Planner (CFP)
  • Apple Certified Associate (ACA)
  • SHRM Certified Professional (SHRM-CP)
  • CompTIA Security+

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