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Skills

  • First Aid/CPR
  • Scheduling understanding
  • Client onboarding processes
  • Business operations
  • Client acquisition strategies
  • Sales forecasting
  • Account retention strategies
  • Budgets
  • Process improvement
  • Standard equipment

Work Experiences

  • Achieved 3 new client acquisitions.
  • Achieved revenue growth.
  • Assisted customers throughout the sales process, as well as during product setup and use.
  • Closed over $18 in sales, which included preparing contracts and processing order forms each 18 months.
  • Actively engaged in problem-solving during market volatility, protecting over $18 in customer assets.
  • Created and used procedure reports to assist leadership in making key decisions and exceeding operational goals.
  • Analyzed economic and market data trends.
  • Collaborated with retail representatives to improve product presentations and advertising collateral in order to increase sales.
  • Met sales and service targets of $15 by leveraging interpersonal communication skills and product knowledge to cultivate and secure new customer relationships.
  • Achieved a 49% increase in overall profitability.

Summaries

  • A thorough understanding of the marketplace and competitor offerings can help boost sales by emphasizing product benefits and luring customers away from competitors.
  • Highly skilled and knowledgeable in the techniques used to close sales.
  • Bringing top-notch planning and multitasking skills to the table, as well as a hardworking and determined attitude.
  • Building relationships, cultivating partnerships, retaining top accounts, and growing profit channels by establishing trust are all skills that I bring to the table.
  • Achieved 14 new client acquisitions.
  • Brokerage Representative is a multi-talented Brokerage Representative who is consistently rewarded for planning and operational improvements.
  • Exceptional at acquiring new customers and maintaining existing accounts to ensure consistent revenue growth.
  • Detail-oriented with a knack for streamlining sales processes to boost profits.
  • Professional with stakeholder engagement and cross-functional collaboration expertise who is organized and resourceful.
  • Achieved 18 new accounts.

Accomplishments

  • Analyzed product adoption metrics, making data-informed recommendations that increased adoption of Asana by 28% points.
  • Designed a custom financial reporting system that reduced report generation time by 75% and enhanced data accuracy.
  • Led a cross-department initiative to develop a comprehensive capital market insights report, used by 14 clients to enhance strategic investment decisions.
  • Resolved product issue through consumer testing.
  • Led reconciliation efforts for daily trading, reducing operational errors by 24% and saving 4 per quarter.
  • Developed and executed training programs for 8 new brokerage representatives, improving their trade execution accuracy by 21% points.
  • Provided expert consultation on alternative investments, contributing to a 15% increase in diversification across client portfolios.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Analyzed market conditions and provided timely investment ideas, driving a 76% increase in client portfolio performance.
  • Collaborated with marketing to streamline onboarding processes, improving client satisfaction rate by 70%.

Affiliations

  • Financial Literacy and Education Commission (FLEC)
  • International Council of Nurses
  • Association of Information Technology Professionals
  • Chartered Alternative Investment Analyst (CAIA) Association
  • International Association of Administrative Professionals
  • Bank Insurance & Securities Association (BISA)
  • National Investor Relations Institute (NIRI)
  • American Association of Individual Investors (AAII)
  • Association for Computing Machinery
  • Society of Women Engineers

Certifications

  • FINRA Series 65 License
  • Chartered Financial Consultant (ChFC)
  • Chartered Financial Analyst (CFA)
  • Certified Anti-Money Laundering Specialist (CAMS)
  • SHRM Certified Professional (SHRM-CP)
  • Series 6 – Investment Company and Variable Contracts Products Representative
  • Apple Certified Associate (ACA)
  • Professional Risk Manager (PRM)
  • Tableau Desktop Specialist Certification
  • Certified Investment Specialist (CIS)

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