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Skills

  • Supervision
  • Portfolio Management
  • MS Office
  • Problem resolution
  • Team building
  • Relationship development
  • Budget forecasting
  • Data trending
  • Process implementation
  • Asset under management growth

Work Experiences

  • Accelerated approval rates by 69%.
  • Analyzed complex financial profiles for clients, identifying investment opportunities that increased portfolio growth by 24%.
  • Assessed quality and conformance, identified problems, and implemented corrective actions by validating existing accounting management and reporting systems.
  • Created financial reports on variance and statistical correlation using business metrics for reporting quarterly financial analysis.
  • Was in charge of front-line associates who were tasked with identifying cross-sell opportunities and engagement strategies.
  • Achieved a 81% reduction in portfolio volatility.
  • Achieved results in 2017.
  • Double-checked the accuracy and compliance of payroll, vendor payments, commissions, and other accounting disbursements.
  • Met with senior military installation leadership to establish relationships and plan business events in support of military members and their families.
  • Took part in activities related to branch sales campaigns.

Summaries

  • Maintaining strong member relationships and customizing solutions to meet individual needs.
  • Client-focused senior advisor.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Boosted overall team performance by 46%.
  • Achieved audits with no major findings.
  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Accomplished Senior Financial Services Representative with over 6 years of experience leading sales teams, consistently exceeding financial goals by leveraging in-depth product training and client engagement strategies.
  • Delivered fiscal bottom-line results that exceeded all expectations.
  • Senior Financial Services Representative with financial statement review, auditing, and reporting experience.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Revised investment policies, resulting in a 39% improvement in return on investment for the firm's mid-tier portfolio clients.
  • Advised corporate clients on pension fund management, leading to a 35% increase in tax-deferred savings opportunities.
  • Presented complex financial strategies to clients, leading to a 42% increase in understanding and adoption of diversified investment portfolios.
  • Trained a team of 16 on client relationship management tools, increasing the effectiveness of client follow-up processes and boosting client retention by 41%.
  • Developed and presented a financial budgeting workshop that increased client financial literacy by 51%, contributing to greater trust and retention.
  • Streamlined high-net-worth client onboarding procedures, shortening the account setup process by 40% while maintaining compliance with industry regulations.
  • Mentored junior staff, resulting in a 80% improvement in team-wide sales performance within two years.
  • Implemented a customer engagement strategy that resulted in a 25% increase in cross-selling opportunities over three years.
  • Monitored and reported on monthly financial metrics to senior management, improving decision-making processes that resulted in a 17% increase in client satisfaction.

Affiliations

  • Society of Human Resource Management
  • International Federation of Accountants (IFAC)
  • Lions Club
  • Institute of International Finance (IIF)
  • Association of Financial Professionals (AFP)
  • Society for Human Resource Management (SHRM) – Finance Division
  • Association of Information Technology Professionals
  • American Medical Informatics Association
  • National Association for Business Economics (NABE)
  • Risk Management Association (RMA)

Certifications

  • Certified Treasury Professional (CTP)
  • Certified Fraud Examiner (CFE)
  • FINRA Series 7 - General Securities Representative
  • Certified Anti-Money Laundering Specialist (CAMS)
  • Certified Business Banker (CBB)
  • Life and Health Insurance License Ohio
  • Certified in Financial Management (CFM)
  • FINRA Series 66 - Uniform Combined State Law Examination
  • Insurance Producer License - Washington
  • Google Certified Professional Cloud Architect

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