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Skills

  • Report monitoring
  • Team building
  • Debt solution management
  • Solution development
  • Goal achievement tracking
  • Regulatory compliance
  • Cross-functional collaboration with logistics
  • Organization
  • Risk mitigation strategies
  • Client satisfaction improvements

Work Experiences

  • Accomplished goals within 2018.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Assisted 16 clients with pre-retirement planning to maximize pension benefits, resulting in 69% better outcomes for early retirees.
  • Created specialized financial tools for entrepreneurs.
  • Created portfolios with predictable dividends for clients.
  • Analyzed clients' retirement portfolios and recommended adjustments leading to a 8% increase in projected retirement savings.
  • Achieved 79% lower financial risk.
  • Transported Power BI to three years customer locations.
  • Achieved growth over three years.

Summaries

  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Client-centered Financial Coach passionate about improving financial literacy, delivering expert-level coaching through workshops and seminars to drive sustainable financial outcomes.
  • Certified Financial Coach with a focus on asset management for high-net-worth clients, ensuring a diversified portfolio and a risk management strategy that enhances financial stability.
  • Achieved an average increase of 31% in client credit scores.
  • Within Miscellaneous, senior Financial Coach and outstanding performer in quality assurance and data analysis.
  • Achieved annual average savings of $15 on interest payments.
  • Accomplished Financial Coach proficient in credit score improvement strategies, achieving an average increase of 54% in client credit scores within the past year.
  • Certified Financial Coach.
  • Analytical Financial Coach and subject matter expert on credit management.
  • Achieved 24% overall growth in client wealth.

Accomplishments

  • Collaborated with team of 4 in the development of initiative.
  • Documented and resolved system which led to process.
  • Advised clients on insurance products to protect assets, which led to a 79% increase in policy adoption among high-net-worth individuals.
  • Developed comprehensive debt repayment plans, resulting in a 34% reduction in outstanding balances within one year.
  • Created a scalable financial health checkup tool that helped 3 clients improve their budgeting and eliminate unnecessary expenses.
  • Conducted credit audits for 7 clients, identifying discrepancies and raising average credit scores by 66% points within 9 months.
  • Partnered with ITIL-accredited financial planners to create customized investment portfolios tailored to client risk profiles.
  • Created a systematic approach to track clients' financial goals, achieving a 27% success rate in goal completion within 2024.
  • Utilized data analysis tools to review client spending habits, identifying opportunities for saving and reducing unnecessary expenses by 57%.
  • Generated 19% increase in client satisfaction by applying personalized financial coaching strategies leading to consistent goal achievement.

Affiliations

  • National Association of Personal Financial Advisors (NAPFA)
  • National Business Education Association (NBEA)
  • International Association of Administrative Professionals
  • Association of Information Technology Professionals
  • Certified Fraud Examiner (CFE) Program Affiliation
  • Society of Financial Service Professionals (SFSP)
  • Certified Financial Planner Board of Standards
  • International Coaching Federation (ICF) – Financial Coaching Division
  • Digital Finance Forum (DFF)
  • American College of Financial Services Alumni Association

Certifications

  • Registered Financial Associate (RFA)
  • Certified Retirement Counselor (CRC)
  • Cisco Certified Network Associate (CCNA)
  • Certified Business Analysis Professional (CBAP)
  • ServSafe
  • CompTIA Security+
  • Financial Paraplanner Qualified Professional (FPQP®)
  • Financial Risk Manager (FRM)
  • Google Certified Professional Cloud Architect
  • Accredited Financial Counselor (AFC)

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