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Skills

  • Mutual funds and liabilities
  • Investment advice
  • Problem resolution
  • Tax law expertise
  • Regulatory compliance
  • Business development and growth strategies
  • Team building
  • Tax planning strategies
  • First Aid/CPR
  • Cash Flow Forecasting

Work Experiences

  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Answered 13 calls per 18 months to help customers with their questions and concerns.
  • Coached clients on tax-advantaged strategies.
  • Collaborated with cross-functional teams.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Achieved results over 6 months.
  • Achieved average interest reduction of 67%.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Boosted retention rates by 32%.

Summaries

  • Aligned team objectives.
  • Advanced long-term client objectives.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Adept at fostering innovation in financial services, introducing modern financial tools that increased client engagement by 58%, while ensuring regulatory compliance.
  • Collaborative Financial Concierge.
  • Financial Concierge is a multi-talented Financial Concierge who is consistently rewarded for planning and operational improvements.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the framework business.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.

Accomplishments

  • Identified gaps in the investment portfolio offerings and devised solutions that raised client acquisitions by 73% over 18 months.
  • Developed a customized wealth management plan that consistently garnered 73% returns, increasing client lifetime value.
  • Authored 15 educational blog posts focused on investment risk, increasing client engagement by 38%.
  • Documented and resolved category which led to standard.
  • Reduced client portfolio risk exposure by 83%, enhancing investment returns and client trust.
  • Successfully spearheaded cost-saving initiatives, driving down operational expenses for wealth management services by 62%.
  • Successfully managed a transition of 18 clients to lower-risk investments, reducing average risk exposure by 42%.
  • Provided transparent and proactive debt management consultations to 17 clients, decreasing credit and loan defaults by 60%.
  • Resolved escalated client complaints related to portfolio allocation, leading to a 44% increase in client retention and satisfaction scores.
  • Collaborated with team of 2 in the development of procedure.

Affiliations

  • Freemason
  • American Savings Education Council (ASEC)
  • Rotary International
  • American Society of Safety Professionals
  • International Council of Nurses
  • National Endowment for Financial Education (NEFE)
  • American Marketing Association
  • Lions Club
  • Association of Information Technology Professionals
  • Institute of Certified Bankers (ICB)

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Chartered Retirement Plans Specialist (CRPS®)
  • CompTIA Network+
  • Certified Employee Benefit Specialist (CEBS)
  • Certified Financial Planner (CFP)
  • Certified Information Systems Auditor (CISA)
  • Certified Management Accountant (CMA)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Cisco Certified Internetwork Expert (CCIE)
  • Chartered Financial Analyst (CFA)

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