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Skills

  • Debt restructuring negotiation
  • Analytical problem solving
  • Customized financial advisory solutions
  • Retirement planning and solutions
  • First Aid/CPR
  • Multi-tasking in high-pressure environments
  • Financial product knowledge
  • Problem resolution
  • Team management
  • Risk assessment and mitigation

Work Experiences

  • Collaborated with cross-functional teams to implement new compliance processes, reducing regulatory risk by 76%.
  • Advised on retirement portfolios of over 15 clients.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Analyzed financial statements for over 12 clients.
  • Compiled detailed cash flow analyses for small and mid-sized businesses to eliminate redundant spending and improve sustainability by 21%.
  • Achieved consistent 68% income increase.
  • Achieved tax liability reduction of $6.
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Assisted clients pre- and post-retirement.

Summaries

  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Consistently delivered 72% portfolio growth.
  • Accomplished in high-growth sector investments.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Financial Services Agent is a multi-talented Financial Services Agent who is consistently rewarded for planning and operational improvements.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Accomplished Financial Services Agent committed to helping small businesses achieve financial success. Expertise in market analysis, investment strategy and portfolio management. Detail-oriented and tech-savvy professional proficient in Power BI and HubSpot.
  • Clear understanding of data analysis and workflow optimization as well as vendor management training.
  • Boosted new account openings.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Compiled detailed cash flow analyses for small and mid-sized businesses, eliminating redundant spending and increasing sustainability by 23%.
  • Assisted clients during M&A transactions by optimizing financial structures, leading to improved post-deal stability valued at $4.
  • Effectively cross-sold financial products, increasing ancillary revenue by 64% and improving overall client satisfaction.
  • Implemented risk management strategies that reduced client liabilities by 18 across 8 accounts, enhancing financial standing.
  • Exceeded annual financial goals by growing AUM by $65,000 through effective communication of value propositions to potential clients.
  • Collaborated with team of 15 in the development of process.
  • Presented and implemented multi-year wealth management strategies resulting in an average portfolio increase of 63% over a the past year period.
  • Created customized financial plans that helped businesses decrease overhead by 33% through effective budgeting and risk management solutions.
  • Managed portfolio assets of $6 across 3 individual accounts, achieving an annual average growth rate of 66%.

Affiliations

  • International Association of Registered Financial Consultants (IARFC)
  • Association of Independent Financial Advisors (AIFA)
  • Global Association of Risk Professionals (GARP)
  • Freemason
  • Society of Women Engineers
  • Jaycees
  • Project Management Institute
  • Certified Public Accountant (CPA) Credential
  • American Marketing Association
  • Investment Advisors Association (IAA)

Certifications

  • Accredited Financial Counselor (AFC)
  • Salesforce
  • Certified Kingdom Advisor (CKA)
  • Accredited Investment Fiduciary (AIF)
  • Chartered Financial Analyst (CFA)
  • First Aid/CPR Certified
  • Registered Financial Consultant (RFC)
  • Retirement Income Certified Professional (RICP)
  • Licensed Property and Casualty Insurance Agent
  • Microsoft Certified Systems Engineer (MCSE)

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