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Skills

  • Financial administration
  • Project organization
  • Invoice generation
  • Administrative support
  • Organization
  • Comprehensive estate planning
  • Advanced knowledge in equities, bonds, and alternative investments
  • RFI Scanners
  • Time management
  • Team building

Work Experiences

  • Developed a continuing education program.
  • Advised clients on tax-efficient investment strategies.
  • Generated sales by completing the entire sales cycle, from prospecting to contract negotiations and closing.
  • Achieved 43% on-time submissions.
  • Cut manual paperwork time by 35%.
  • Collaborated with the marketing team to create client-centric campaigns, increasing inbound leads by 53% over a 8-month period.
  • Championed a mentorship program that saw increased advisor productivity by 72% and faster onboarding time for new hires.
  • Boosted client trust.
  • Increased sales staff from 11 to 17 employees due to an increase in revenue of $13.
  • Delivered results over 6 months.

Summaries

  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Ability to recognize framework issues and integrate method solutions to achieve framework.
  • Increased sales, improved client retention, and expanded customer base in the past.
  • Motivating leader who has built and managed initiative teams in the past.
  • Looking forward to taking on a new challenge with a successful team.
  • Successful in optimizing control systems and forming strong teams in order to meet business needs and meet stringent financial goals.
  • Metric and system have a proven track record.
  • Accomplished Financial Advisor Team Lead.
  • Strategic planning in procedure settings and quality assurance in performance reporting settings.
  • Detail-oriented professional looking for a new challenge in a fast-paced environment with a growing company.

Accomplishments

  • Led quarterly portfolio reviews for major clients, ensuring strategic alignment with market trends and a reduction of risk exposure by 51%.
  • Led the integration of Jira, resulting in a 77% more efficient investment proposal process and better adherence to compliance rules.
  • Implemented a new digital document management system, reducing administrative workload by 79% and improving accuracy in client documentation.
  • Spearheaded a client retention strategy that limited portfolio migration to competitors, achieving a retention rate of 64%.
  • Developed and led a continuing financial education program for advisors, ensuring that 79% of the team received up-to-date certifications within 2015.
  • Provided mentorship and training to junior financial advisors, fostering career development and enabling a 29% increase in client referrals.
  • Facilitated cross-team collaboration, achieving 66% compliance with regulatory requirements by streamlining communication between advisory and compliance departments.
  • Successfully improved client asset growth by 42% YOY, through a blend of strategic asset allocation and risk management.
  • Established client-focused financial planning sessions, leading to an 51% higher sell-through rate for value-added services.
  • Implemented a robust monitoring system for client portfolios, improving response time to market changes by 57%, reducing exposure to volatility.

Affiliations

  • Volunteered with Jump$tart Coalition for Personal Financial Literacy, advocating for better financial education in local schools.
  • Attended the XY Planning Network Annual National Conference, specializing in fee-only financial advising solutions for Gen X and Gen Y clients.
  • Certified Financial Planner™ (CFP®) designation, awarded in 2021, maintaining continuing education credits through the CFP Board.
  • Member of the National Association of Estate Planners & Councils (NAEPC), gaining insights on advanced estate planning techniques relevant to high-net-worth clients.
  • Collaborator with local Chamber of Commerce Finance Committee, promoting education and financial literacy initiatives for local small business owners.
  • Certified Investment Management Analyst® (CIMA®), awarded by the Investment & Wealth Institute in 2015, honing corporate investment and portfolio management skills.
  • Active participant in the Retirement Income Industry Association, committed to further understanding retirement income planning.
  • Member of Women in Finance Association, attending leadership workshops that promote gender equality and professional development within financial sectors.
  • Involved with the Securities Industry and Financial Markets Association (SIFMA), focusing on trends related to market regulation and best practices.
  • Affiliate with method, contributing to discussions on improving industry standards for team management and client satisfaction.

Certifications

  • Financial Risk Manager (FRM)
  • CompTIA Network+
  • Microsoft Certified Systems Engineer (MCSE)
  • Series 7 - General Securities Representative
  • American Academy of Financial Management (AAFM)
  • Certificate in Investment Performance Measurement (CIPM)
  • Certified Public Accountant (CPA)
  • Certified Estate Planner (CEP)
  • Project Management Professional (PMP)
  • Registered Financial Consultant (RFC)

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