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Skills

  • Client relationship management
  • Collaborative problem-solving
  • Customized financial planning
  • Organization
  • Team building
  • First Aid/CPR
  • Presentation and public speaking
  • Team management
  • Market trend analysis
  • Relationship development

Work Experiences

  • Achieved a 71% improvement in equity holdings.
  • Assessed risk exposure.
  • Was responsible for opening and closing the store on my own when necessary, as well as preparing the nightly bank drop for the manager.
  • Collaborated with estate planning teams.
  • Analyzed economic forecasts.
  • Assisted clients in realigning retirement savings plans.
  • Assisted customers in completing purchases, locating items, and enrolling in reward programs in order to increase customer loyalty, satisfaction, and sales.
  • Collaborated with attorney teams to provide holistic estate planning strategies, factoring in unique family dynamics and legacy wishes.
  • Achieved this within three years.
  • Kept the checkout area tidy by sweeping the floors and emptying the trash cans.

Summaries

  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Retail professional with exceptional sales skills, a service-oriented personality, and an analytical approach to resolving customer issues.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • 12 years of experience in wealth management.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Associative Certified Financial Planner (Lean).
  • With consultative techniques and careful attention to individual needs, dependable and upbeat Associate Advisor is successful in promoting customer loyalty, satisfaction, and purchases.
  • Achieved a 75% improvement in equity holdings.
  • Associate Advisor with expertise in succession planning.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.

Accomplishments

  • Partnered with investment teams to design long-term wealth growth strategies, achieving compounded growth of 48% over 10 years.
  • Analyzed 15 client portfolios to determine risk tolerance and recommend appropriate asset allocations, resulting in an Top Performer in 2019.
  • Collaborated on documentation automation initiatives, improving information accuracy and reducing processing time by 44%.
  • Proposed and implemented tax-efficient investment strategies that saved clients a cumulative total of $13 in taxes over the past year.
  • Guided clients through diversified portfolio reallocation, minimizing risk while achieving a 26% return rate over three years.
  • Implemented client satisfaction improvement plans that enhanced client retention by 55% and reduced churn rates over 18 months.
  • Collaborated with team of 7 in the development of initiative.
  • Created tailored tax-advantaged savings plans that yielded a 49% improvement in post-retirement income for 7 clients.
  • Collaborated with financial planning software experts to create personalized reports for clients; this customization resulted in a 75% increase in client satisfaction scores.
  • Identified key opportunities within financial portfolios, facilitating introduction of 2 new investment products and achieving a 71% rise in annual contributions.

Affiliations

  • Society of Women Engineers
  • Project Management Institute
  • American College of Financial Services Alumni Association
  • Freemason
  • Investment Management Consultants Association (IMCA)
  • Certified Trust and Fiduciary Advisor (CTFA) Organization
  • National Association of Social Workers
  • Insurance Accounting & Systems Association (IASA)
  • Society of Human Resource Management
  • Chartered Alternative Investment Analyst (CAIA) Association

Certifications

  • Project Management Professional (PMP)
  • Chartered Retirement Planning Counselor (CRPC)
  • Certified Trust Operations Professional (CTOP)
  • Cisco Certified Network Associate (CCNA)
  • Registered Investment Advisor (RIA)
  • Certified Private Wealth Advisor (CPWA)
  • Chartered Financial Consultant (ChFC)
  • Certified Divorce Financial Analyst (CDFA)
  • Certified Client Service Professional Cedar Works
  • Certified Long-Term Care (CLTC)

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