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Skills

  • Budgets
  • Cross-functional collaboration
  • Alternative investments
  • Supervision
  • Trend analysis expertise
  • Retirement needs
  • Client acquisition strategies
  • Portfolio Management
  • Stock market understanding
  • Client Presentation & Reporting

Work Experiences

  • Transported Power BI to two years customer locations.
  • Advised clients on repositioning assets.
  • Achieved an adoption rate growth of 49%.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Oversaw the delivery of framework project by program team, which resulted in system.
  • Built multi-generational wealth management plans that preserved family wealth across 15 generations, resulting in increased ongoing AUM of $14.
  • Achieved a blemish-free audit review.
  • Answered 5 calls per two years to help customers with their questions and concerns.
  • Saved $4 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved a 46% increase in returns.

Summaries

  • Achieved 29% improvement over 14 years.
  • Collaborative leader with success in partnering with legal and tax professionals to minimize estate tax liabilities and ensure smooth wealth transfer processes.
  • Clear understanding of cross-functional collaboration and vendor management as well as cross-functional collaboration training.
  • Comprehensive understanding of financial statement analysis.
  • Adept at redesigning systems for optimal efficiency.
  • Collaborated with legal and tax professionals.
  • Achieved a 40% reduction in portfolio risk.
  • Boosted client retention by 70%.
  • Consistently outperformed financial benchmarks.
  • Accelerated average portfolio growth by 74%.

Accomplishments

  • Advised clients on tax-advantaged wealth strategies, reducing taxable income by 66% while increasing wealth creation.
  • Developed a post-retirement income strategy for clients, increasing their average annual income by 41%, in alignment with changing interest rates.
  • Collaborated with the investment research team to introduce QuickBooks-based analysis tools, leading to a 82% increase in investment efficiency.
  • Revised client's wealth plans to incorporate philanthropic goals, which resulted in 26% growth in legacy donations.
  • Developed and executed team training programs on new wealth management technologies, improving client service scores by 62%.
  • Presented to high-profile clientele on wealth preservation tactics, resulting in $6 new investment in firm's proprietary products.
  • Collaborated cross-functionally with legal and tax advisors to execute complex estate settlements, reducing transfer times by 65%.
  • Raised client asset under management (AUM) by $5 through direct client acquisition and enhanced client-referral programs.
  • Created and launched multi-channel client communication strategies, boosting client retention rates by 81% within the first 6 months.
  • Strengthened relationships with Fortune 12 clients, resulting in asset growth of $14 under management across 9 portfolios.

Affiliations

  • Association of Information Technology Professionals
  • Rotary International
  • National Society of Compliance Professionals (NSCP) Certification
  • National Tax Association (NTA) Participation
  • National Alliance of Financial Independent Advisors (NAFIA)
  • Local Pension Funds Advisory Board Membership
  • Wealth Management Association (WMA) Thought Leadership Hub
  • Board Member of framework Chamber of Commerce Wealth Advisory Team
  • Global Association of Independent Advisors (GAIA) Steering Committee
  • National Association of Personal Financial Advisors (NAPFA)

Certifications

  • Certified Private Banker (CPB)
  • Cisco Certified Internetwork Expert (CCIE)
  • Series 7 - General Securities Representative License
  • Certified Investment Management Analyst (CIMA)
  • Cisco Certified Network Associate (CCNA)
  • Salesforce
  • ServSafe
  • Series 65 - Uniform Investment Adviser Law Examination
  • Certified Public Accountant
  • Project Management Professional (PMP)

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