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Skills

  • Education funds
  • Organization
  • Business Development
  • Investment advice
  • Data-driven investment decisions
  • Problem resolution
  • Client needs assessment
  • Adaptability to market conditions
  • Business operations
  • Client relationship management

Work Experiences

  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Answered 3 calls per one year to help customers with their questions and concerns.
  • Assisted in asset reallocation decisions.
  • Aimed at helping underprivileged communities.
  • Analyzed external market trends.
  • Achieved consistent returns of 22% above market benchmarks.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Co-created a financial literacy program aimed at helping underprivileged communities better understand credit, debt, and saving, enrolling over 12 participants.
  • Achieved President's Club for exceeding sales targets.
  • Transported Microsoft Excel to 6 months customer locations.

Summaries

  • Clear understanding of data analysis and team leadership as well as client relations training.
  • Analyzed a wide range of investment vehicles.
  • Assisted clients with debt consolidation strategies.
  • Consistently outperformed market benchmarks.
  • Contributed to a 48% increase in client acquisition.
  • Advanced understanding of retirement planning, asset protection strategies, and insurance products, helping clients with holistic financial goals while minimizing risks.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Adept at analyzing clients' financial needs and recommending appropriate financial products, driving cross-sell growth of 26% across multiple offerings.
  • Collaborated with tax and legal experts.
  • Committed to helping clients achieve financial independence by carefully evaluating and recommending mutual funds, annuities, and IRA contributions.

Accomplishments

  • Partnered with investment management team to design custom portfolios for clients, improving client engagement and retention by 71%.
  • Conducted risk assessment reviews on client portfolios, successfully reducing high-risk exposure by 39% while maintaining returns.
  • Enhanced client lifetime value through ongoing relationship management and by providing relevant financial solutions, extending average client tenure by the past year.
  • Improved firm’s revenue by generating new business worth $14 through refined networking strategies and local community outreach.
  • Developed new financial strategies focusing on tax-efficient investments which helped clients generate savings of $18 annually.
  • Resolved product issue through consumer testing.
  • Collaborated with team of 17 in the development of program.
  • Generated an additional $9 in revenues by tailoring financial services to specific client priorities including education planning and insurance protection.
  • Achieved CPA which strengthened skills in portfolio analysis, enhancing the firm’s ability to manage client risk and improve returns by 68%.
  • Created financial plans centered around tax savings opportunities, reducing annual tax liabilities for clients by approximately $16.

Affiliations

  • Alpha Kappa Psi (Professional Business Fraternity) - Member
  • Jaycees
  • Association for Computing Machinery
  • American Institute of CPAs (AICPA) – Personal Financial Specialist (PFS®)
  • Investment Management Consultants Association (IMCA) member
  • Local Real Estate Investment Association (REIA) – Affiliate Member
  • Association of Certified Financial Crime Specialists (ACFCS) - Affiliate
  • Young Financial Professionals Network (YFPN) – Founding Member at Atlanta
  • Toastmasters
  • International Council of Nurses

Certifications

  • Certified Tax Specialist (CTS)
  • Certified Plan Fiduciary Advisor (CPFA)
  • CompTIA Security+
  • Certified Investment Management Analyst (CIMA)
  • Salesforce
  • Certified Estate Planner (CEP)
  • ServSafe
  • Certified Fund Specialist (CFS)
  • Blockchain and Digital Assets in Financial Planning Certificate
  • CompTIA A+ Technician

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