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Skills

  • Sales team leadership
  • Data-driven decision making
  • Brokerage operations management
  • Bank security expert
  • Branch leadership in Raleigh
  • Revenue generation
  • Client Relationship Management (CRM) Systems
  • Regulatory compliance
  • Customer service
  • Process improvement

Work Experiences

  • Collaborated with marketing teams to produce targeted campaigns for HubSpot and Tableau, resulting in a 79% increase in leads.
  • Achieved results within 18 months.
  • Created and executed budget plans for monthly expenditures, keeping costs in line with revenue projections to maintain profitability.
  • Reviewed more than 3 financial statements per several months.
  • Submitted loan applications to the loan underwriter for review and approval.
  • Achieved a 43% increase in leads.
  • Hired, trained, and mentored 9 employees after recruiting, interviewing, and hiring them. I also implemented a mentoring program to encourage positive feedback and engagement.
  • Achieved Outstanding Service Award for leading the firm.
  • Contributed to seamless integration.
  • Contributed key financial insights.

Summaries

  • Achieved results within two years.
  • Achieved over 60% improvement in underperforming team members.
  • Aligned operational costs with revenue growth targets.
  • Ambitious banker with extensive experience in bank leadership, fraud detection, and teller operations.
  • Achieved consistent revenue growth.
  • Boosted sales by 31%.
  • Achieved a 60% increase in revenue.
  • Achieved 77% sales growth consistently.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Achieved growth in 2021.

Accomplishments

  • Increased client engagement with frequent financial reviews and updates, resulting in an framework for excellent customer relationship management.
  • Achieved a year-over-year revenue increase of 53% by fostering strong relationships with high-net-worth clients and expanding service offerings.
  • Revised customer account management processes leading to a 60% improvement in client satisfaction scores according to metric.
  • Spearheaded the adoption of QuickBooks, which streamlined day-to-day operations, improving efficiency by 70%.
  • Led an integrated marketing campaign targeting high-net-worth individuals, achieving a 60% increase in qualified leads within one year.
  • Mentored a team of 13 junior brokers, cultivating talent that produced 51% of the group’s total revenue in 2016.
  • Optimized the sales pipeline using Customer Relationship Management (CRM) tools like initiative, decreasing lead conversion time by 63% days.
  • Created a strategic roadmap for brand positioning, increasing customer engagement by 32% and social media traffic by 65%.
  • Developed and led a training program for a team of 2 brokers to enhance selling techniques, improving client acquisition by 65%.
  • Assessed client risk tolerance and created custom investment portfolios, yielding a 63% return on investment above market benchmarks.

Affiliations

  • International Association of Registered Financial Consultants (IARFC)
  • Certified Financial Planner Board of Standards
  • Investment Adviser Association (IAA)
  • Financial Planning Association (FPA)
  • Toastmasters
  • Options Industry Council (OIC)
  • US Chamber of Commerce - Financial Services Committee
  • National Association of Stock Plan Professionals (NASPP)
  • Society of Human Resource Management
  • National Investment Management Association (NIMA)

Certifications

  • Microsoft Certified Systems Engineer (MCSE)
  • Salesforce
  • Project Management Professional (PMP)
  • CompTIA Network+
  • Certified International Property Specialist (CIPS)
  • Certified Manager (CM) from Institute of Certified Professional Managers
  • Chartered Alternative Investment Analyst (CAIA)
  • First Aid/CPR Certified
  • Certified Investment Management Analyst (CIMA)
  • Certified Anti-Money Laundering Specialist (CAMS)

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