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Skills

  • Product demonstration expertise
  • Client relationship management
  • Supervision
  • Business Development Tactics
  • Client acquisition strategies
  • Process improvement
  • Portfolio growth management
  • High-net-worth client management
  • Customer feedback implementation
  • Compliance with Financial Regulations

Work Experiences

  • Achieved Excellence Award due to exemplary service and surpassing sales goals by 64% in 2019.
  • Collaborated with wealth management teams.
  • Achieved sales growth through targeted prospecting.
  • Had an excellent attendance record and was always on time for work.
  • Aligned plans with clients' long-term goals.
  • Achieved average performance improvement of 43% across the team.
  • Answered 18 calls per three years to help customers with their questions and concerns.
  • Adjusted product offerings.
  • Analyzed risk profiles for high-value clients.
  • Analyzed risk profiles for high-value clients, improving their financial outcomes by adjusting product offerings.

Summaries

  • Achieved a 75% increase in partner engagement.
  • Within Miscellaneous, senior Financial Sales Associate and outstanding performer in project management and performance reporting.
  • Achieved $5 in quarterly profits.
  • Adept at hosting educational financial product webinars and driving client engagement, contributing to a 71% increase in product inquiries and adoption of Microsoft Excel.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved 69% increase in portfolio size.
  • Achieved 23% portfolio growth annually.
  • Demonstrated ability to use a network of customer contacts to improve customer understanding and implement business-growth strategies.
  • Costs were consistently reduced while profits were increased.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.

Accomplishments

  • Assisted in regulatory compliance audit preparation, ensuring cleanliness in internal records and zero infractions.
  • Leveraged CRM systems to boost client retention by 74% by consistently exceeding customer service expectations.
  • Optimized client financial reports delivery, driving faster turnaround time and increasing client engagement by 40%.
  • Presented monthly financial reviews to 2 clients, improving fee transparency and driving a 80% improvement in satisfaction rates.
  • Delivered an increase of 45% in cross-sell opportunities through comprehensive client risk assessments and solutions.
  • Facilitated 11 client onboarding sessions per week, driving a 75% increase in new accounts opened.
  • Trained a team of 4 associates on new financial products, increasing team product knowledge scores by 34%.
  • Boosted product sales by 77% by creating a targeted outreach marketing strategy based on customer segmentation.
  • Resolved product issue through consumer testing.
  • Documented and resolved procedure which led to standard.

Affiliations

  • Freemason
  • Rotary International
  • American Marketing Association
  • American Society of Safety Professionals
  • Board Advisor for method Financial Startups
  • Chartered Alternative Investment Analyst (CAIA) Association
  • Investment Management Consultants Association (IMCA)
  • International Council of Nurses
  • Certified Wealth Strategist (CWS)
  • Association for Supply Chain Management (APICS)

Certifications

  • Certified Public Accountant
  • Certified Personal Finance Counselor (CPFC)
  • SHRM Senior Certified Professional (SHRM-SCP)
  • FINRA Series 65 License
  • Financial Data Professional (FDP)
  • Certified Financial Planner (CFP)
  • Chartered Alternative Investment Analyst (CAIA)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Treasury Professional (CTP)
  • CompTIA Security+

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