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Skills

  • Fraud prevention
  • Crisis and emergency communications
  • Financial monitoring and forecasting
  • Stakeholder management
  • Financial analysis
  • MS Office
  • Insurance decisions
  • Urban development
  • Sales expertise
  • Retirement needs

Work Experiences

  • Was in charge of supervising and coaching 4 new employees per 18 months.
  • Advised on communication and interaction with family members, as well as their level of engagement.
  • Handled citizen complaints, requests for information, and service requests.
  • Achieved a $4 reduction in operational costs.
  • Co-wrote the annual budget and had it reviewed and approved by the city council.
  • Assisted individuals and families in developing and implementing wealth management strategies that were tailored to their specific goals and objectives.
  • Acted as an advocate for seniors during medical examinations and procedures.
  • Responded to all general public inquiries in a timely and professional manner.
  • Was in charge of coordinating the city's redevelopment efforts and resolving zoning disputes.
  • Attended an average of 15 neighborhood meetings, workshops, and retreats per 18 months as a city representative.

Summaries

  • Tax law, mutual funds, and education planning are all areas of expertise for this seasoned financial advisor.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Financial Advisor with a track record of success looking for a position at a privately held investment firm.
  • Strengths in strategic planning and budget management backed up by Government training.
  • Effective at negotiations, contract preparation, risk identification and mitigation, and meeting strict deadlines.
  • Recognized on a regular basis for outstanding performance and contributions to the Government industry's success.
  • Focused Contract Specialist with 16 years of experience monitoring contract status and progress while ensuring compliance.
  • Within Government, senior Senior Advisor and outstanding performer in process improvement and workflow optimization.
  • A politically astute government administrator with a track record of budget and personnel management success.
  • 15 years in stakeholder engagement and risk assessment are included in the background.

Accomplishments

  • Spearheaded the adoption of new technologies, reducing manual efforts by 68% and driving operational efficiency across all divisions.
  • Implemented a successful mentorship program that contributed to the promotion of 3 team members into leadership roles over several months.
  • Coordinated a $8 million upgrade of the SAP system.
  • Played an advisory role in the acquisition of Harbor & Co., helping identify and mitigate operational risks valued at $10.
  • Provided data-driven insights that informed strategic decisions, helping secure a competitive advantage against program.
  • Coordinated the development of organizational KPIs, which improved reporting accuracy and reduced decision-making time by 31%.
  • Led the evaluation of market entry strategies for the Pacific Northwest, expanding the company's presence and capturing 55% new market share.
  • Championed a culture of continuous improvement, leading initiatives that resulted in a 56% increase in employee engagement.
  • Led the company’s digital transformation initiative, resulting in 13 new revenue streams and a 58% increase in customer satisfaction.
  • Guided a successful restructuring program which resulted in overall cost reductions of 71% while maintaining a strong team culture.

Affiliations

  • Jaycees
  • Freemason
  • Global Association of Risk Professionals (GARP)
  • Project Management Institute
  • Lions Club
  • Association for Corporate Growth (ACG)
  • American Management Association (AMA)
  • Corporate Finance Institute (CFI)
  • Toastmasters
  • International Federation of Accountants (IFAC)

Certifications

  • Apple Certified Associate (ACA)
  • Kellogg School of Management Executive Education Program – program
  • Harvard ManageMentor® Certificate in Leadership Essentials – system
  • Certified Information Security Manager (CISM) – ISACA
  • Certified Director of Corporate Governance (CDC&G) – Cedar Works
  • Certified Business Analysis Professional™ (CBAP®) - IIBA
  • Salesforce
  • Chartered Wealth Manager (CWM), certified by the American Academy of Financial Management (AAFM)
  • Cisco Certified Network Associate (CCNA)
  • Change Management Certification – Lakeside Partners

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