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Skills

  • Client service and support
  • Data analysis for financial decision-making
  • Complex wealth transfer planning
  • Client behavior analysis
  • Legal compliance collaboration
  • Investment planning
  • Compliance with Financial Regulations
  • Advanced knowledge of tax laws and regulations
  • Quantitative portfolio rebalancing
  • Performance benchmarking and reporting

Work Experiences

  • Monthly expense variances and explanations were collected and reported.
  • Optimized and managed research and development spending through collaboration with key business leaders.
  • Mentored and trained highly talented Senior Financial Advisors, preparing team members to provide exceptional client service.
  • Collaborated with managers to create annual expense plan objectives.
  • Created presentation formats for expense charge-out reviews on a monthly/quarterly basis.
  • Assisted clients in planning and funding their retirements through the use of mutual funds and other options.
  • Planned and coordinated marketing events, created marketing compliance documentation, and managed event marketing reimbursement to increase customer base and revenue.
  • Compiled cash receipts, expenditures, and profit and loss financial reports.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Discovered major cases of fraud, embezzlement, and outstanding debts.

Summaries

  • Educated and personable, with a track record of providing personalized client service while responsibly driving business growth.
  • Results-oriented Senior Financial Advisor builds a customer base and increases revenue by utilizing advanced skills acquired through training and experience.
  • Clients of all backgrounds and financial levels are well-served by her.
  • With a 7-year track record of success in wealth management and financial planning, I am an accomplished Senior Financial Advisor.
  • In the process industry, eager to take on high-volume operations.
  • Financial Advisor with a track record of growing customer bases and increasing revenue.
  • In fast-paced, demanding environments, talented Senior Financial Advisor is highly effective at managing a high volume of collections calls.
  • Dedicated to providing timely, accurate, and high-quality assistance.
  • Dedicated to managing, coordinating, and facilitating audits that have been assigned to me.
  • Credit control and monetary collections are two of my specialties.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Recouped $4 from delinquent client.
  • Created customized financial plans that resulted in 31% revenue growth for clients within 2015.
  • Collaborated with legal teams to ensure full compliance with FINRA, SEC, and state regulations, achieving a decrease in audits by 34%.
  • Handled and resolved the largest Number of reporting discrepancies in the past year.
  • Reduced investment portfolio risk exposure while maintaining annual growth rates above 44% for high-net-worth clients.
  • Authored quarterly and annual financial reports for high-net-worth clients, improving customer satisfaction score by 70% points.
  • Managed cross-border investment transactions, navigating complex regulatory requirements and protecting client portfolios from legal risks.
  • Led client onboarding process through initiative, increasing onboarding efficiency by 30%.
  • Metric Conducted fieldwork audits in accordance with the firm methodology and AICPA pronouncements for non-profits and construction companies.

Affiliations

  • American Marketing Association
  • Financial Industry Regulatory Authority (FINRA)
  • Society of Investment Professionals
  • Association for Financial Professionals (AFP)
  • International Council of Nurses
  • International Association of Administrative Professionals
  • Toastmasters
  • Lions Club
  • American Society of Safety Professionals
  • Society of Trust and Estate Practitioners (STEP)

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • FDCPA
  • Certified Investment Management Analyst (CIMA) — 2020
  • Certified Private Wealth Advisor (CPWA) – 2019
  • Association for Project Management (APM)
  • Certified Public Accountant
  • Certified Financial Planner (CFP) – 2020
  • Licensed Investment Adviser (RIA) - 2019
  • Accredited Investment Fiduciary (AIF) – 2018
  • Investment Foundations Program by CFA Institute - 2017

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