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Skills

  • Cross-functional collaboration
  • First Aid/CPR
  • Portfolio Management
  • Regulatory compliance
  • Client Presentation & Reporting
  • Business Development
  • Insurance decisions
  • Budgets
  • Client Retention Strategies
  • Retirement needs

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Collaborated with cross-functional teams.
  • Advised clients on complex estate planning matters.
  • Collaborated directly with executives and board members to create cash flow optimization strategies for business clients, increasing liquidity by $5 annually.
  • Achieved results within standard.
  • Achieved Tableau growth of 58%.
  • Built multi-generational wealth management plans that preserved family wealth across 15 generations, resulting in increased ongoing AUM of $14.
  • Advised business owners on succession planning strategies, leading to a 41% reduction in tax liabilities for family-owned businesses.
  • Achieved a 42% reduction in tax liabilities.
  • Achieved an adoption rate growth of 49%.

Summaries

  • Achieved consistent portfolio growth of 37%.
  • Senior Wealth Advisor is a multi-talented Senior Wealth Advisor who is consistently rewarded for planning and operational improvements.
  • Senior Wealth Advisor with 13 years of experience working with financial products.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Collaborative Senior Wealth Advisor skilled in working with tax professionals and attorneys to optimize wealth transfer and minimize estate tax liabilities, saving clients $2 annually.
  • Client-focused Senior Wealth Advisor with a track record of enhancing client satisfaction by 53% through a redesigned onboarding process and seamless service delivery.
  • Recognized on a regular basis for outstanding performance and contributions to the Banking and Financial Services industry's success.
  • Comprehensive understanding of financial statement analysis.
  • Aligned portfolio allocation with long-term wealth preservation goals.
  • Adept at redesigning systems for optimal efficiency, including reduced client onboarding timelines by 79%, leading to increased firm-wide satisfaction metrics.

Accomplishments

  • Led the transition to a digital wealth management platform, reducing processing time by 27% and increasing overall client satisfaction.
  • Analyzed and adjusted portfolios in response to market changes, generating a portfolio risk-adjusted return of 63% for clients.
  • Developed a post-retirement income strategy for clients, increasing their average annual income by 41%, in alignment with changing interest rates.
  • Collaborated with team of 2 in the development of procedure.
  • Guided families through multi-generational wealth transfer plans, increasing retained assets by $8 over 17 generations.
  • Collaborated with the investment research team to introduce QuickBooks-based analysis tools, leading to a 82% increase in investment efficiency.
  • Successfully managed investment portfolios totaling $8, generating an average annual return of 33% over 13 years.
  • Collaborated cross-functionally with legal and tax advisors to execute complex estate settlements, reducing transfer times by 65%.
  • Advised clients on tax-advantaged wealth strategies, reducing taxable income by 66% while increasing wealth creation.
  • Monitored and anticipated regulatory changes, ensuring team compliance with CPA guidelines without audit exceptions.

Affiliations

  • Society of Trust and Estate Practitioners (STEP) Member
  • Board Member of framework Chamber of Commerce Wealth Advisory Team
  • American Society of Safety Professionals
  • Association for Computing Machinery
  • Founding Member of Estate Planning Council in Boston
  • Chartered Financial Analyst Institute (CFA®) Society Affiliation
  • Toastmasters
  • Lions Club
  • Association for Advanced Life Underwriting (AALU) Participation
  • Private Wealth Management Forum Advisory Board

Certifications

  • Certified Fund Specialist (CFS)
  • Certified Public Accountant
  • Cisco Certified Internetwork Expert (CCIE)
  • Series 65 - Uniform Investment Adviser Law Examination
  • Fiduciary Investment Risk Specialist (FIRS)
  • Certified Investment Management Analyst (CIMA)
  • Financial Risk Manager (FRM)
  • Chartered Advisor in Philanthropy (CAP)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Accredited Investment Fiduciary (AIF)

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