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Skills

  • Team building
  • Debt management strategies
  • Loan renegotiation and restructuring
  • Team management
  • Business growth strategies through investment
  • Client asset growth strategies
  • Investment strategy development
  • Client counseling on retirement planning
  • Operational efficiency improvement
  • Project organization

Work Experiences

  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Benefited 8 client accounts.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Had an excellent attendance record and was always on time for work.
  • Advised and educated over 10 clients with varying financial needs, increasing new account acquisition by 50% in 2017.
  • Boosted client portfolio performance by focusing on tax-advantaged investments, reducing tax liabilities by 41%.
  • Conducted successful negotiations with lenders.
  • Looked for industry trends on social media and through online sources.
  • Completed ITIL to enhance knowledge of QuickBooks.
  • Oversaw the delivery of standard project by system team, which resulted in process.

Summaries

  • Within Human Resources, senior Financial Professional Associate and outstanding performer in client relations and risk assessment.
  • Boosted account growth.
  • Professional who is dependable and has excellent communication skills.
  • Conducted detailed financial assessments.
  • Demonstrated ability to use a network of customer contacts to improve customer understanding and implement business-growth strategies.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Adept in managing intricate portfolios.
  • Aided critical financial decision-making.
  • Recognized on a regular basis for outstanding performance and contributions to the Human Resources industry's success.
  • Adept at complex investment modeling.

Accomplishments

  • Identified and corrected outdated financial models, enhancing the accuracy of portfolio projections by 62%.
  • Collaborated with team of 11 in the development of program.
  • Leveraged Microsoft Excel to automate reporting processes, reducing client reporting times by 42% and boosting satisfaction.
  • Designed a quarterly market report that facilitated smarter investment decisions across a portfolio worth $12.
  • Formulated risk mitigation plans that diversified client portfolios, leading to 22% greater risk-adjusted returns.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Assisted in the launch of a new mutual fund product, raising over $7 in investments within the first 6 months.
  • Led 4 workshops on financial literacy, increasing client understanding and engagement by 66% over several months.
  • Elevated client retention rate by 28% through personalized relationship management and financial advisory services.
  • Mentored junior financial associates, leading to a 28% improvement in client satisfaction and 43% in portfolio growth.

Affiliations

  • Jaycees
  • Association of Information Technology Professionals
  • American Medical Informatics Association
  • Financial Planning Association (FPA)
  • National Association of Social Workers
  • Freemason
  • National Association of Corporate Directors (NACD)
  • Investment Management Consultants Association (IMCA)
  • American Society of Safety Professionals
  • Certified Financial Planner (CFP) Board

Certifications

  • Certified Anti-Money Laundering Specialist (CAMS)
  • ServSafe
  • Series 6 – Investment Company and Variable Contracts Products Representative
  • Chartered Retirement Planning Counselor (CRPC)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Accredited Wealth Management Advisor (AWMA)
  • Registered Investment Advisor (RIA)
  • Certified Retirement Counselor (CRC)
  • Certified Financial Planner (CFP)
  • Series 66 - Combined State Laws Examination

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