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Skills

  • Problem resolution
  • Stock market understanding
  • Extremely organized
  • Staff development
  • Client relationship management
  • Food preparation
  • User interface understanding
  • Relationship development
  • Project management
  • Tax law expertise

Work Experiences

  • Achieved long-term business financial goals.
  • Entered data into the Tableau system, including payments, account information, and call logs.
  • Answered an average of 2 calls, emails, and faxes per day, responding to customer inquiries, resolving problems, and informing customers about new products.
  • Answered questions from clients about the goals and specifics of financial plans and strategies.
  • Assisted clients in planning and funding their retirements through the use of mutual funds and other options.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Assisted various business groups with document organization and dissemination during acquisitions.
  • Copied, logged, and scanned supporting documents before filing everything in the client's files.
  • Adjusted financial goals based on life circumstances.

Summaries

  • Tax law, mutual funds, and education planning are all areas of expertise for this seasoned financial advisor.
  • Accomplished speaker and educator, having led financial wellness workshops at Boston, empowering 5 professionals to improve their personal financial standing.
  • Dedicated to learning, growing, and succeeding in Government.
  • Achieved results over a 6 months period.
  • Client-oriented financial planner.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Financial Planner is a multi-talented Financial Planner who is consistently rewarded for planning and operational improvements.
  • Professional with 11 years of progressive experience in the field who is highly organized and detail-oriented.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.

Accomplishments

  • Advised
  • Guided
  • Developed integrated wealth management plans that accounted for clients’ real estate, business interests, and other assets.
  • Increased
  • Won
  • Managed
  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.
  • Created estate planning strategies that helped clients minimize tax liabilities and ensured smooth asset transition to beneficiaries.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Advised clients on complex portfolio strategies, achieving risk-adjusted returns that exceeded market benchmarks by 64%.

Affiliations

  • Financial Therapy Association (FTA)
  • International Society of Certified Financial Planners (ISCFP)
  • Million Dollar Round Table (MDRT)
  • Risk Management Association (RMA)
  • CFA Society Denver
  • Toastmasters
  • Society of Tax and Estate Planners
  • International Association for Financial Planning (IAFP)
  • Association of International Certified Professional Accountants (AICPA)
  • Estate Planning Council of system

Certifications

  • Project Management Professional (PMP)
  • CompTIA Network+
  • Salesforce
  • Accredited Portfolio Management Advisor (APMA) - Vantage
  • Microsoft Certified Systems Engineer (MCSE)
  • Tax Certification - framework
  • Accredited Financial Counselor (AFC) – Beacon Labs
  • Chartered Wealth Manager (CWM®) - Lakeside Partners
  • Certified Tax Consultant (CTC) - Northwind
  • Certified Trust and Fiduciary Advisor (CTFA) – Beacon Labs

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