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Skills

  • Project organization
  • Revenue forecasting
  • Financial reporting
  • Performance Analysis
  • Financial analysis
  • Corporate Debt Restructuring
  • Market Expansion Initiatives
  • Team building
  • Strategic partnerships
  • Process improvement

Work Experiences

  • Achieved results within the past year.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Collaborated with external legal teams.
  • Achieved results within 13 months.
  • Achieved portfolio growth over 6 years.
  • Looked for industry trends on social media and through online sources.
  • Collaborated with clients and financial institutions to find the best financing options.
  • Achieved an average return of 40%.
  • Achieved 49% uptake amongst employees.
  • Applied strategies across multiple financial product lines.

Summaries

  • Consistent top performer.
  • Streamlining standard processes for better support and system work has been proven to work.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the system business.
  • Achieved a 76% increase in consumer uptake.
  • Dedicated to building key relationships with decision-makers in order to generate customer goodwill and loyalty.
  • Achieved 46% portfolio growth over 14 years.
  • Achieved results over two years.
  • Financial Services Executive is a multi-talented Financial Services Executive who is consistently rewarded for planning and operational improvements.
  • Within Miscellaneous, senior Financial Services Executive and outstanding performer in workflow optimization and client relations.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.

Accomplishments

  • Managed fiduciary responsibilities for 12 key accounts, achieving 73% client retention and satisfaction during several months.
  • Collaborated with cross-departmental teams to streamline operations, reducing client service times by 58%.
  • Documented and resolved framework which led to process.
  • Drove portfolio growth by 79% through proactive client engagement and tailored investment strategies.
  • Identified non-performing assets and rebalanced client portfolios, resulting in 46% risk reduction and minimized potential losses.
  • Refined investment strategies that resulted in 31% yield improvement over the standard market rate in 2015.
  • Led the development of retirement planning offerings resulted in 52% adoption rate across corporate client base.
  • Developed automated financial reporting systems that reduced error rates by 28% and increased reporting accuracy.
  • Implemented comprehensive digital onboarding solution, reducing client onboarding time by 17% and increasing client satisfaction by 24% points.
  • Increased new business revenue by 44% through building long-term client relationships and leveraging high-net-worth connections.

Affiliations

  • Risk Management Association (RMA)
  • Rotary International
  • Association for Investment Management and Research (AIMR)
  • Private Equity Growth Capital Council (PEGCC)
  • Certified Financial Planner (CFP) Board
  • Association for Computing Machinery
  • Global Association of Risk Professionals (GARP)
  • Chartered Financial Analyst (CFA) Institute
  • Jaycees
  • International Swaps and Derivatives Association (ISDA)

Certifications

  • First Aid/CPR Certified
  • Accredited Asset Management Specialist (AAMS)
  • Certified Credit & Risk Analyst (CCRA)
  • Certified Treasury Professional (CTP)
  • Chartered Financial Consultant (ChFC)
  • Anti-Money Laundering Specialist (CAMS)
  • Accredited Investment Fiduciary (AIF)
  • Certified Banking & Credit Analyst (CBCA)
  • Financial Modeling & Valuation Analyst (FMVA)
  • Series 7 - General Securities Representative

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