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Skills

  • Quantitative and qualitative analysis
  • Financial planning
  • Asset Allocation Optimization
  • Financial Advisory Collaboration
  • Education funds
  • Problem resolution
  • Project organization
  • Customer service
  • Client communication and problem-solving
  • Mutual funds

Work Experiences

  • Advised colleagues on potential market shifts.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Adjusted allocations.
  • Transported Microsoft Excel to several months customer locations.
  • Built relationships with clients.
  • Based on macroeconomic data.
  • Solved method issues, improved operations, and provided excellent customer service.
  • Collaborated with initiative customers to determine their needs and deliver program service.
  • Collaborated with the legal team.
  • Communicated investment strategies effectively.

Summaries

  • Adept at macroeconomic interpretation.
  • Financial Planning Intern with 2 years of successful client relations and quality assurance experience.
  • Adept at conducting market research.
  • Financial Planning Intern with 13 years of experience working with financial products.
  • Adept at working with complex financial data.
  • Astute Financial Planning Intern.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the process business.
  • Adept at cash flow analysis.
  • Advised on investment strategies.
  • Adept at investment performance analysis.

Accomplishments

  • Assessed client savings account performance over a span of 6 months, identifying underperforming portfolios and recommending adjustments resulting in a 30% yield improvement.
  • Worked with portfolio managers to refine investment strategy presentations, subsequently leading to a 56% boost in client conversion rates.
  • Developed client tax-planning strategies through a partnership with senior planners, which helped clients reduce tax liabilities by 15% by year-end.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Led a review of tax-loss harvesting opportunities that saved clients an estimated $220,000 in taxes by year-end due to optimized harvesting strategies.
  • Researched industry trends and incorporated findings into quarterly reports, increasing the accuracy of client presentations and resulting referrals by 59%.
  • Designed and delivered financial education workshops, enhancing client proficiency in budgeting and saving strategies by 65%.
  • Monitored market trends and patterns, providing valuable insights for clients that led to a reduction of risk exposure by method in their portfolios over two years.
  • Performed market trend analysis to create reliable forecasts, resulting in clients experiencing an improved investment success rate of 83%.
  • Designed and implemented new reporting dashboards using SAP, reducing time to access key financial metrics by 8 hours per week.

Affiliations

  • Financial Women's Association (FWA)
  • Society of Women Engineers
  • Certified Financial Planner Board of Standards (CFP Board)
  • International Council of Nurses
  • Society of Corporate Secretaries & Governance Professionals
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Association of Latino Professionals for America (ALPFA) – Finance Chapter
  • National Association of Securities Professionals (NASP)
  • Cash Flow and Finance Professionals Network
  • National Black MBA Association (NBMBAA) – Finance Special Interest Group

Certifications

  • FINRA Series 65 License - Uniform Investment Adviser Law Exam
  • Certified Fiduciary and Investment Risk Specialist (CFIRS)
  • Chartered Retirement Planning Counselor (CRPC)
  • National Social Security Advisor (NSSA) Certificate
  • Business Accounting Top-Up Qualification for Advisors from procedure
  • CompTIA A+ Technician
  • Certified Treasury Professional (CTP)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Professional Risk Manager (PRM) by PRMIA
  • Chartered Alternative Investment Analyst (CAIA)

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