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Skills

  • Process equipment
  • Quotes and sales
  • Client relationship management
  • Supervision
  • Automation of routine financial transactions
  • Benchmarking portfolio performance
  • Business performance analysis
  • Team management
  • Cash flow management and forecasting
  • Project organization

Work Experiences

  • Assisted in estate planning for clients.
  • Acquired 18 new clients in luxury real estate investments.
  • Aligned with socially responsible investing (SRI) guidelines.
  • Boosted productivity by 38%.
  • Saved $4 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved 18% internal rate of return (IRR) for premium clients.
  • Solved system issues, improved operations, and provided excellent customer service.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Achieved this over a 6 months.
  • Advised on the acquisition of SAP.

Summaries

  • Boosted accuracy across 10 client accounts.
  • Advanced proficiency in regulatory compliance, reducing exposure to penalties and ensuring full alignment with metric for client portfolios.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Adept in financial product cross-selling and referrals, playing a key role in growing client portfolios by 47% during 2019.
  • Exclusive Financial Specialist is a multi-talented Exclusive Financial Specialist who is consistently rewarded for planning and operational improvements.
  • Proven track record of time management and customer service excellence.
  • Accountable Insurance Representative with strong client management and plan promotion skills.

Accomplishments

  • Spearheaded a successful private equity allocation that secured a 77% IRR for high-net-worth clients, achieving over $3 in returns in 2017.
  • Enhanced client referrals, growing the customer base by 28% through relationship management and cross-selling of targeted financial products and services.
  • Built and presented comprehensive financial models with forecasted growth yielding an additional $13 in client gains during standard, outperforming market expectations.
  • Trained 10 junior advisors in implementing client lifecycle models, maximizing referral-generated business by $6.
  • Led a holistic review of client portfolios, optimizing asset allocation which improved returns by 42% year-over-year for 2 top-tier investors.
  • Provided high-level strategic consultation for top clients, resulting in a 32% reduction in operating costs and a 50% increase in ROI.
  • Utilized procedure to automate performance tracking and reporting, improving efficiency and accuracy across 12 managed portfolios.
  • Monitored financial markets and adjusted position and hedge strategies, contributing to 12 clients consistently outperforming benchmark indices by 18%.
  • Established key relationships with private clients, resulting in a 59% increase in asset retention and customer satisfaction measured year-on-year.
  • Maximized returns by increasing exposure to high-growth sectors, resulting in an overall portfolio gains increase for 17 clients by 71% over 6 months.

Affiliations

  • Estate Planning Council of Austin
  • Project Management Institute
  • Institute of Chartered Wealth Managers (ICWM)
  • Financial Therapy Association (FTA)
  • National Association of Insurance and Financial Advisors (NAIFA)
  • International Council of Nurses
  • Rotary International
  • Estate and Wealth Planning Forum of Boston
  • Women in Financial Services (WIFS)
  • Association for Supply Chain Management (APICS)

Certifications

  • Certified Investment Management Analyst (CIMA)
  • Certified Treasury Professional (CTP)
  • Accredited Asset Management Specialist (AAMS)
  • Cisco Certified Network Associate (CCNA)
  • SHRM Certified Professional (SHRM-CP)
  • Financial Risk Manager (FRM)
  • Certified Public Accountant
  • Google Certified Professional Cloud Architect
  • Chartered Financial Analyst (CFA)
  • Registered Investment Adviser (RIA) Certification

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