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Skills

  • Client relationship management
  • Customer referral program creation
  • Process equipment
  • Project organization
  • Effective decision-making under pressure
  • Financial planning
  • Insurance decisions
  • Conflict resolution and mediation
  • Stock market understanding
  • Process improvement

Work Experiences

  • Achieved a 80% reduction in portfolio risks.
  • Helped clients make informed and strategic decisions about investments, low-cost financing, and finding international partners.
  • Contributed to the advancement of junior advisors.
  • Collaborated with insurance providers.
  • Achieved risk reduction of 49%.
  • Achieved results within 18 months.
  • Achieved a 29% growth in assets under management annually.
  • Analyzed the financial needs of a diverse demographic of clients, allowing for tailored advice that increased the firm’s client satisfaction rates by 27% over 18 months.
  • Achieved results over a 2022 year period.
  • Achieved growth within three years.

Summaries

  • Achieved 61% growth in client engagement within 2022.
  • Automated onboarding processes.
  • Client-centric financial advisor with hands-on experience in managing 15 clients weekly, providing tailored investment strategies that resulted in 53% growth in assets under management. Strong rapport-building skills.
  • Achieved a 62% boost in service quality perception.
  • Personal Advisor with 11 years of successful quality assurance and process improvement experience.
  • Achieved 20% time savings.
  • Achieved 16% improvement in customer experience.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Personal Advisor is a multi-talented Personal Advisor who is consistently rewarded for planning and operational improvements.
  • Accomplished advisor with a 23% client satisfaction improvement rate.

Accomplishments

  • Provided ongoing financial and investment education to clients, resulting in a 28% increase in client trust score over a 2019-year period.
  • Led team in manual process automation for client onboarding and portfolio tracking, increasing overall team efficiency by 36%.
  • Maintained an average client satisfaction score of 44% over a period of 2017 years through tailored advisory services and consistent follow-ups.
  • Built strategies that aligned client financial goals with risk-mitigation practices, reducing exposure to high-risk assets by 64%.
  • Designed personalized investment strategies for 9 high-net-worth clients, resulting in 76% asset growth within several months.
  • Assessed risk profiles and diversified investment portfolios across 11 of client accounts, reducing portfolio risk by 23% as compared to industry standards.
  • Advised on sophisticated tax-efficiency strategies that maximized after-tax returns by an average of 81% for high-net-worth clients.
  • Established comprehensive budget creation and optimization processes for clients, helping them reduce waste and realign $16 in operational expenses.
  • Developed financial plans for high-net-worth clients, targeting tax-optimization and risk-adjusted returns, contributing to $9 in asset management growth.
  • Oversaw smooth transitions in client portfolios during periods of market volatility, achieving 36% above-market returns.

Affiliations

  • Million Dollar Round Table (MDRT) - Top Performance Award 2020
  • Project Management Institute
  • Society of Women Engineers
  • National Insurance and Financial Advisors Association (NAIFA)
  • Estate Planning Council - Raleigh Chapter Vice President
  • Jaycees
  • Consumer Financial Protection Bureau (CFPB) – Advisory Panel 2024
  • American Medical Informatics Association
  • Innovative Advisor Solutions Group - Award for Innovation in Client Strategy 2024
  • Society of Human Resource Management

Certifications

  • Certified Business Advisor (CBA) - 2022
  • Certified Tax Specialist (CTS) - 2020
  • Accredited Wealth Management Advisor (AWMA) – 2023
  • SHRM Senior Certified Professional (SHRM-SCP)
  • FINRA Series 65 License, 2017
  • Certified Public Accountant
  • Certified Estate Planner (CEP) – 2016
  • First Aid/CPR Certified
  • Salesforce
  • Family Wealth Advisor (FWA) Designation - 2017

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