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Skills

  • Supervision
  • Financial modeling
  • Portfolio Management
  • Change Management
  • Strategic financial planning
  • Financial analysis
  • Organization
  • Financial forecasting
  • Process improvement
  • Insurance decisions

Work Experiences

  • Contributed to total transaction values over $2.
  • Created monthly performance reports for clients.
  • Achieved 28% compliance across all advisory teams.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Co-authored educational materials on retirement strategies.
  • Achieved results over one year.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Created automated workflows for portfolio rebalancing.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Boosted participation in pension funds by 26%.

Summaries

  • Built strategic relationships.
  • Conducted in-depth market analysis.
  • Achieved an average of 84% boost in portfolio performance.
  • Lead Advisor is a multi-talented Lead Advisor who is consistently rewarded for planning and operational improvements.
  • Costs were consistently reduced while profits were increased.
  • Within Miscellaneous, senior Lead Advisor and outstanding performer in performance reporting and risk assessment.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Committed to proactive performance reporting.
  • Achieved asset growth of $13 over 18 months.
  • Tax law, mutual funds, and education planning are all areas of expertise for this seasoned financial advisor.

Accomplishments

  • Documented and resolved process which led to framework.
  • Monitored global market trends and presented strategic advisories, contributing to portfolio growth exceeding 74%.
  • Orchestrated over 5 client portfolio reviews, resulting in improvements in asset allocation and a 23% increase in returns.
  • Conducted in-depth market research on emerging markets, leading to the identification of Portland as a high-potential investment target.
  • Designed and deployed targeted marketing strategies that led to an increase in client engagement by 56% within three years.
  • Devised financial literacy workshops that enhanced client decision-making skills, achieving a portfolio growth of 56% on average.
  • Monitored international economic shifts and advised clients on emerging opportunities, resulting in 32% increase in foreign asset holdings.
  • Facilitated 6 client-targeted seminars on economic trends, leading to 37% increase in client engagement.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Collaborated with team of 17 in the development of metric.

Affiliations

  • Freemason
  • Rotary International
  • Association for Supply Chain Management (APICS)
  • Association for Financial Professionals (AFP)
  • Chartered Financial Analyst (CFA) Institute
  • Society of Trust and Estate Practitioners (STEP)
  • Institute of Business & Finance (IBF)
  • Association of Information Technology Professionals
  • Association of Certified Mergers & Acquisitions Professionals (ACMAP)
  • Association of Professional Fund Advisors

Certifications

  • Certified Leadership Coach - Summit Group
  • Accredited Investment Fiduciary (AIF)
  • Certified Investment Management Analyst (CIMA)
  • Accredited Wealth Management Advisor (AWMA)
  • Accredited Portfolio Management Advisor (APMA)
  • Google Certified Professional Cloud Architect
  • Certified Financial Consultant (CFC)
  • Certified International Investment Analyst (CIIA)
  • Certified Public Accountant
  • Certified Exit Planning Advisor (CEPA)

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