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Skills

  • First Aid/CPR
  • Operational improvement
  • Financial planning
  • Relationship development
  • Budgets
  • Business development strategy
  • Employee Engagement Programs
  • Tax law expertise
  • Team building
  • Process improvement

Work Experiences

  • Achieved a success rate of 46%.
  • Advised on negotiations for system contracts, resulting in savings of $3 on a $13 project budget.
  • Had an excellent attendance record and was always on time for work.
  • Advised clients on scaling frameworks that resulted in expanding their businesses into 18 new markets globally.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Achieved over $3 in managed assets.
  • Achieved observable client improvement in managerial performance over three years.
  • Achieved results after consistent execution over several months.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.

Summaries

  • With Series 7, 6, and 63 licenses, we can demonstrate our expertise.
  • Built long-term client relationships.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Achieved 13% senior management promotions.
  • Achieved category within 14 months.
  • Within Miscellaneous, senior Personal Consultant and outstanding performer in risk assessment and performance reporting.
  • Assisted organizations in reducing employee turnover.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Personal Consultant is a multi-talented Personal Consultant who is consistently rewarded for planning and operational improvements.

Accomplishments

  • Created customized personal development plans for clients, with 16% reporting increased work-life balance within the past year.
  • Mentored clients in negotiation skills, with 54% securing higher compensation packages within two years.
  • Designed and implemented personalized coaching plans that improved client satisfaction by 82% within several months.
  • Advised on customizable retirement plans that increased long-term savings projections for clients by 28%, improving financial security.
  • Documented and resolved category which led to program.
  • Orchestrated group sessions that improved clarity on future professional goals for 18 participants.
  • Resolved product issue through consumer testing.
  • Formulated strategies that resulted in 66% rise in overall client well-being and satisfaction with their personal development process.
  • Facilitated 17 career advancement workshops leading to client promotions increasing by 26%.
  • Assisted in crafting organizational vision statements resulting in heightened clarity and 65% stronger leadership alignment.

Affiliations

  • Society of Human Resource Management
  • Association of Executive Coaches (AEC) - Founding member, focused on executive coaching and leadership development.
  • The Institute of Leadership & Management (ILM) - Chartered member, delivering leadership training programs.
  • Jaycees
  • Certified Financial Planner Board of Standards - Recognition for achievements in personalized financial planning.
  • International Council of Nurses
  • Society for Human Resource Management (SHRM) - Active participant in workforce planning and optimization chapters.
  • Rotary International
  • Global Business Travel Association (GBTA) - Member, advising corporate travel programs on improving client satisfaction.
  • National Career Development Association (NCDA) - Active participant in career growth and job placement panels.

Certifications

  • Global Career Development Facilitator (GCDF) - Cedar Works
  • Microsoft Certified Systems Engineer (MCSE)
  • Senior Professional in Human Resources (SPHR) - Harbor & Co., 2018
  • Project Management Professional (PMP) - Vantage, 2023
  • CompTIA Network+
  • Certified Professional Career Coach (CPCC) - Meridian, 2019
  • Financial Data Professional (FDP) - Ironclad Systems, 2021
  • International Coaching Federation (ICF) Professional Certified Coach (PCC) – 2018
  • Certified Management Consultant (CMC) - Beacon Labs
  • Certified Career Services Provider (CCSP) - Beacon Labs 2016

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