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Skills

  • Regulatory compliance
  • Client portfolio allocation
  • Customer service
  • Team building
  • Organization
  • Financial projection development
  • Procedure equipment
  • Problem resolution
  • MS Office
  • Budgeting and long-term planning

Work Experiences

  • Assisted in the launch of SAP, coordinating marketing efforts and performing financial analysis to optimize pricing strategy.
  • Saved $16 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved renewals of 10% of accounts.
  • Administered compliance data collection and monitoring for 10 financial accounts across 11 different jurisdictions.
  • Conducted market research on emerging trends in Salesforce, providing insights that improved client portfolio allocation by 16%.
  • Collaborated with external auditors.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Assisted in capital investment planning.
  • Analyzed deal structures.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.

Summaries

  • Within Miscellaneous, senior Financial Services Trainee and outstanding performer in client relations and project management.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Conducted scenario analyses.
  • Financial Services Trainee with 18 years of successful process improvement and cross-functional collaboration experience.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Assisted high-net-worth clients with timely and compliant tax documentation.
  • Client-focused Financial Services Trainee.
  • Contributed to a 16% reduction in audit-related risks.
  • Contributed to client portfolio growth of 80%.
  • With Series 7, 6, and 63 licenses, we can demonstrate our expertise.

Accomplishments

  • Revised investment allocation strategies that led to a portfolio growth increase of 49% over the past year.
  • Led efforts in revising client financial plans, catering to specific investment goals and improving overall customer satisfaction by 18%.
  • Researched market regulations and industry trends, improving team knowledge base and minimizing compliance risks.
  • Prepared detailed SEC compliance reports that reduced firm audit risk by 83%, contributing to regulatory success.
  • Reduced cross-functional communication gaps by implementing HubSpot, leading to 41% quicker decision-making.
  • Administered compliance tracking efforts for 3 accounts, ensuring up-to-date monitoring across 13 jurisdictions.
  • Aided in the restructuring of client financial plans, contributing to portfolio growth by reallocating $3 into high-reward ventures.
  • Mentored a team of junior associates in financial analysis, improving team performance and reducing workflow bottlenecks.
  • Collaborated with marketing and sales teams to integrate financial insights, resulting in a targeted campaign with 21% conversion.
  • Architected new reports using Asana to enable data-driven decision-making in investment strategy sessions.

Affiliations

  • National Organization of Life and Health Insurance Guaranty Associations (NOLHGA)
  • Jaycees
  • National Association of Social Workers
  • Association of Certified Fraud Examiners (ACFE)
  • Association for Computing Machinery
  • Student Finance Association at metric
  • International Association for Quantitative Finance (IAQF)
  • International Council of Nurses
  • Investment Management Consultants Association (IMCA)
  • Freemason

Certifications

  • Certificate in Financial Services Compliance
  • CompTIA Network+
  • Consulting Services Credential (CSC) for financial services professionals
  • Capital Markets and Financial Advisory Services (CMFAS)
  • Financial Data Analysis - Adobe Creative Suite Proficiency Certification
  • Certified Anti-Money Laundering Specialist (CAMS)
  • FINRA Series 63 Exam
  • Certified Management Accountant (CMA)
  • Risk Management in Financial Services Certification
  • Investment Foundations Certificate – CFA Institute

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