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Skills

  • Problem resolution
  • Business Development
  • Collaborative financial planning with cross-functional teams
  • Financial planning
  • Organization
  • Debt restructuring and management
  • Regulatory compliance
  • Investment advice
  • Mutual funds
  • Cash Flow analysis

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Oversaw the delivery of standard project by framework team, which resulted in standard.
  • Advised 4 high-net-worth clients on investment strategies.
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Achieved results over a three years.
  • Accelerated long-term investment strategies.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Assisted 14 small business owners in completing business succession planning, ensuring the successful transfer of $13 in financial and business assets.
  • Built strong client rapport.
  • Achieved tax savings of $12 in 2020.

Summaries

  • Achieved 76% improved client retention.
  • Achieved 36% retention rates.
  • Within Miscellaneous, senior Financial Planning Associate and outstanding performer in stakeholder engagement and team leadership.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Advised high-net-worth clients.
  • Client-centric Financial Planning Associate adept at identifying liquidity opportunities, improving client cash flow by $9 through detailed financial analysis.
  • With Series 7, 6, and 63 licenses, we can demonstrate our expertise.
  • Adept at reallocating underperforming assets.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Client-focused in wealth management.

Accomplishments

  • Updated 7 clients’ financial plans annually, improving compliance and satisfaction, while ensuring tax efficiency and aligning with personal financial milestones.
  • Developed estate tax minimization plans for 15 high-net-worth clients, reducing the taxable estate by $16.
  • Analyzed historical market trends and implemented new asset allocation strategies that delivered a risk-adjusted return increase of 29%.
  • Supported a team of financial advisors in creating client presentations for retirement and estate planning, leading to a 43% client satisfaction rate.
  • Closed 11 new accounts by building strong client rapport and demonstrating compelling financial strategies, contributing to 23% growth in managed assets.
  • Assisted in the onboarding process of 10 senior client accounts within procedure, boosting the financial firm’s assets under management by $5.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Utilized Jira to monitor investment performance and reallocate assets, leading to a 46% increase in portfolio growth.
  • Created a detailed cash flow analysis for 3 clients, allowing them to understand and optimize current spending habits and plan for future investments.
  • Monitored client portfolios for rebalancing opportunities based on market trends, improving overall performance by 29% over one year.

Affiliations

  • Association for Financial Counseling & Planning Education (AFCPE)
  • Association of Information Technology Professionals
  • Society of Human Resource Management
  • Jaycees
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Toastmasters
  • American Marketing Association
  • Lions Club
  • Women in Insurance & Financial Services (WIFS)
  • Association for Supply Chain Management (APICS)

Certifications

  • Certified Specialist in Planned Giving (CSPG) - Brightline
  • Certified International Wealth Manager (CIWM) - Cedar Works
  • Certified Estate Planner (CEP) - Beacon Labs
  • Microsoft Certified Systems Engineer (MCSE)
  • Certified Public Accountant
  • First Aid/CPR Certified
  • Enrolled Agent (EA) - Taxation Expert - 2022
  • CompTIA A+ Technician
  • Chartered Alternative Investment Analyst (CAIA) - Meridian
  • Certificate in Responsible Investment (PRI) - Northwind

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