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Skills

  • Charitable giving optimization
  • Estate plan documentation drafting
  • Stock market understanding
  • Estate tax minimization techniques
  • Retirement needs
  • Compliance with international tax laws
  • Estate liquidity solutions
  • Relationship development
  • Problem resolution
  • Customer service

Work Experiences

  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Advised on the liquidation of diverse real estate portfolios, raising $7 in proceeds for clients in distress situations within one year.
  • Acted as a liaison between cross-functional teams including attorneys, accountants, and asset managers, streamlining estate transitions for 3 clients.
  • Assisted in drafting and executing Trust and Estate plans which reduced taxable liabilities by an average of 23% per client.
  • Analyzed property zoning laws.
  • Assisted clients experiencing financial hardship.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Collaborated with wealth management teams to enhance client retirement and estate objectives delivering 17% ROI within one year.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.

Summaries

  • Created trusts for asset protection.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Achieved average reductions of 51% in tax obligations.
  • Achieved high client satisfaction.
  • Conducted comprehensive financial audits.
  • Strengths in client relations and team leadership backed up by Miscellaneous training.
  • Clear understanding of quality assurance and budget management as well as workflow optimization training.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Avoided delays for heirs.
  • Consistently shielded clients from creditors.

Accomplishments

  • Spearheaded an overhaul of clients’ outdated wills and trusts, resulting in 82% fewer unnecessary tax penalties for beneficiaries.
  • Facilitated the transfer of 18 residential and commercial properties under complex trust arrangements, minimizing administrative hurdles.
  • Documented and resolved initiative which led to metric.
  • Optimized international inheritance plans for 6 clients with overseas assets, ensuring full compliance with evolving global tax laws.
  • Championed the use of Workday to streamline estate planning, which reduced administrative lead time by 41%.
  • Resolved product issue through consumer testing.
  • Reduced clients' estate tax burden by 71% through expert application of contemporary estate tax minimization techniques.
  • Consulted on the establishment of family foundations, enabling clients to transfer an additional $7 to charitable initiatives while retaining tax benefits.
  • Managed charitable giving strategies that raised over $15 for philanthropic missions, conserving an additional 64% in taxes.
  • Orchestrated the donation of 10 real estate properties to charitable organizations, generating over $14 in tax-free giving.

Affiliations

  • Institute for Estate Auditors and Advisors
  • Association for Supply Chain Management (APICS)
  • American Medical Informatics Association
  • Institute of Real Estate Management (IREM) – Estate Advisory Section
  • Association for Corporate Growth (ACG) – Estate Planning Group
  • Lions Club
  • Association for Computing Machinery
  • Financial Planning Association (FPA)
  • Society of Financial Service Professionals
  • Chartered Financial Consultant (ChFC) Designation

Certifications

  • Certified Specialist in Planned Giving (CSPG) - California State University
  • Certified Investment Management Analyst (CIMA) - Investments & Wealth Institute
  • Accredited Fiduciary (AF) - Fiduciary Licensing Board of Raleigh
  • Microsoft Certified Systems Engineer (MCSE)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Private Wealth Advisor (CPWA) - Investments & Wealth Institute
  • Advanced Tax Law for Estate Planners Course Certification - framework
  • Certified Fundraising Executive (CFRE) – Beacon Labs
  • CompTIA A+ Technician
  • Global Trust Management Certificate - Society of Trust and Estate Practitioners (STEP)

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