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Skills

  • Financial reporting
  • Client issue resolution
  • Operational improvement
  • Marketing understanding
  • Portfolio Management
  • Scheduling understanding
  • Supervision
  • Network development
  • Customer service excellence
  • Budgets

Work Experiences

  • Communicated with customers, management, and the sales team to better understand their needs and make recommendations.
  • Automated routine client reporting.
  • Built client profiles on risk tolerance and financial goals, successfully increasing cross-sell opportunities by 16%.
  • Collaborated with research analysts.
  • Provided training to customers' employees and demonstrated how to use and maintain products.
  • Interacted with difficult accounts, assisting in the development of long-term relationships and increasing revenue opportunities.
  • Used Power BI to keep track of important account and sales information in the company database.
  • Achieved a 42% client up-sell success rate.
  • Actively engaged in problem-solving during market volatility, protecting over $18 in customer assets.
  • Schedule appointments with potential and current customers to promote new products and services.

Summaries

  • Talented sales representative with 10 years of industry experience.
  • Accomplished in managing portfolios worth over $11 while continuously optimizing asset allocation to enhance client performance and ensure compliance.
  • Building relationships, cultivating partnerships, retaining top accounts, and growing profit channels by establishing trust are all skills that I bring to the table.
  • Achieved 59% accuracy.
  • Professional with stakeholder engagement and cross-functional collaboration expertise who is organized and resourceful.
  • Proactive Brokerage Representative with 15 years of experience perceiving and addressing customers' needs to generate sales.
  • Extensive knowledge of accounting and inventory management, as well as a thorough understanding of metric product specifications.
  • Recognized for using ingenuity and creativity to meet and exceed sales, revenue, and profit targets.
  • A thorough understanding of the marketplace and competitor offerings can help boost sales by emphasizing product benefits and luring customers away from competitors.
  • Brokerage Representative is a multi-talented Brokerage Representative who is consistently rewarded for planning and operational improvements.

Accomplishments

  • Took strategic ownership over client portfolio rebalancing, resulting in 83% improvement in overall risk-adjusted returns.
  • Tracked and analyzed 14 daily transactions, ensuring compliance with CPA standards and company regulations.
  • Collaborated with marketing to streamline onboarding processes, improving client satisfaction rate by 70%.
  • Provided expert consultation on alternative investments, contributing to a 15% increase in diversification across client portfolios.
  • Developed and executed training programs for 8 new brokerage representatives, improving their trade execution accuracy by 21% points.
  • Secured Excellence Award for exceptional client services, significantly improving client NPS score by 77% points.
  • Accurately documented daily trading activities, ensuring compliance with Six Sigma and reducing errors during audits by 27%.
  • Consistently exceeded monthly sales targets by securing 12 new high-value clients each quarter.
  • Reduced client service resolution time by 20% through the automation of frequently asked questions.
  • Partnered with the marketing team to create a targeted campaign, leading to a 34% increase in new client leads.

Affiliations

  • International Association of Administrative Professionals
  • Bank Insurance & Securities Association (BISA)
  • Association for Financial Professionals (AFP)
  • Lions Club
  • Association for Investment Management and Research (AIMR)
  • National Association of Social Workers
  • Association for Computing Machinery
  • Institute for Trend Research (ITR) Economics
  • Rotary International
  • American Association of Individual Investors (AAII)

Certifications

  • Financial Modeling and Valuation Analyst (FMVA)
  • Risk Management Professional (PMI-RMP)
  • Certified Trust and Fiduciary Advisor (CTFA)
  • Certified Public Accountant
  • Certified International Investment Analyst (CIIA)
  • Project Management Professional (PMP)
  • CompTIA A+ Technician
  • CompTIA Security+
  • Certified Fixed Income Practitioner (CFIP)
  • Tableau Desktop Specialist Certification

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