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Skills

  • Mutual funds and liabilities
  • Client Financial Goal Setting
  • Asset Allocation Optimization
  • Diversification Techniques
  • Client retention improvement
  • Savings accounts
  • First Aid/CPR
  • Regulatory compliance
  • Family Office Engagement
  • Cross-selling financial products

Work Experiences

  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Advised on diversification strategies that reduced portfolio volatility by 19% and increased average yields by 32%.
  • Advised on interest rate hedging strategies.
  • Achieved a client satisfaction score of 76%.
  • Oversaw the delivery of category project by metric team, which resulted in initiative.
  • Achieved tax savings of $9 annually.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Determined my clients' financial circumstances and needs through financial planning analysis.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.

Summaries

  • Dedicated to learning, growing, and succeeding in Banking and Financial Services.
  • Achieved significant growth in assets.
  • Wealth Management Advisor with 15 years of successful project management and vendor management experience.
  • Achieved growth through strategic client acquisition.
  • Achieved through strategic partnerships and cross-referrals.
  • Achieved a 18% increase in client onboarding.
  • Adept at working with tax attorneys.
  • Accomplished Wealth Management Advisor with in-depth expertise in implementing retirement income plans, ensuring sufficient liquidity for three years-year retirements for clients with over $16 in assets.
  • Wealth Management Advisor is a multi-talented Wealth Management Advisor who is consistently rewarded for planning and operational improvements.
  • Wealth Management Advisor with 10 years of experience working with financial products.

Accomplishments

  • Led the regional expansion of wealth management services, increasing client base by 45% and growing assets under management by $15.
  • Resolved product issue through consumer testing.
  • Utilized advanced financial modeling tools to develop and present personalized financial plans for high-net-worth clients, contributing to increased client retention by 56%.
  • Achieved OSHA which allowed me to implement innovative wealth management techniques, leading to 16 new clients and a total of $16 in assets.
  • Generated 16 new client relationships through strong referral networks and strategic marketing initiatives leading to $8 in additional assets under management.
  • Authored and published 9 articles on financial planning and investment strategies, elevating the firm's profile and bringing in 2 new client inquiries.
  • Maintained an average client satisfaction score of 26% through personalized, proactive communication and tailored financial advice.
  • Certified in system, which contributed to innovative wealth management strategies that increased portfolio performance by 17%.
  • Provided critical insights and solutions to improve estate tax management, resulting in 36% lower tax liability for major clients.
  • Designed and implemented tax-efficient income withdrawal strategies for retirees, extending sustainable retirement portfolios by 13 years on average.

Affiliations

  • Association for Computing Machinery
  • State Board of Accountancy – Continuing Education Programs
  • International Council of Nurses
  • American Society of Safety Professionals
  • National Association of Estate Planners & Councils (NAEPC) Certification
  • Leadership Role in the Private Wealth Advisors Network
  • American Medical Informatics Association
  • Certified Investment Management Analyst (CIMA®) Association Membership
  • American Bankers Association (ABA) Wealth Management and Trust Membership
  • Jaycees

Certifications

  • Certified Investment Management Analyst (CIMA) – Meridian
  • Accredited Investment Fiduciary (AIF) – Ironclad Systems
  • Chartered Advisor in Philanthropy (CAP) – Lakeside Partners
  • Certified Private Wealth Advisor (CPWA) – 2020
  • First Aid/CPR Certified
  • Qualified 401(k) Administrator (QKA) – 2017
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Divorce Financial Analyst (CDFA) – Northwind
  • Accredited Estate Planner (AEP) – 2020
  • Certified Tax Specialist (CTS) – Vantage

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