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Skills

  • Savings accounts
  • Mutual funds and liabilities
  • Client Retention Strategies
  • Insurance decisions
  • Comprehensive financial planning
  • Advanced financial instrument knowledge
  • Portfolio Management
  • Client Satisfaction Improvement Strategies
  • Supervision
  • Retirement needs

Work Experiences

  • Advised on portfolio and retirement plan adjustments.
  • Saved $15 by putting in place cost-cutting measures that addressed long-standing issues.
  • Adjusted strategies to enhance returns.
  • Advised on succession planning strategies.
  • Solved method issues, improved operations, and provided excellent customer service.
  • Looked for industry trends on social media and through online sources.
  • Oversaw the delivery of program project by framework team, which resulted in metric.
  • Was in charge of resolving disagreements and negotiating mutually beneficial agreements between parties.
  • Aligned high-value client financial objectives.
  • Achieved Outstanding Service Award for outstanding contribution.

Summaries

  • Contributed to a 23% increase in retirement product enrollments.
  • Achieved results within one year.
  • Client-focused financial planner.
  • Certified ITIL Personal Financial Planner specializing in wealth management, consistently achieving over 26% portfolio growth across various asset classes.
  • Achieved client retention of 74%.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Within Miscellaneous, senior Personal Financial Planner and outstanding performer in vendor management and risk assessment.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Committed to increasing client savings with precision. Developed automated savings plans that boosted client savings rates by 81% over the course of two years.

Accomplishments

  • Mitigated client risk by developing diversified investment portfolios, resulting in a 54% growth in overall asset value.
  • Resolved product issue through consumer testing.
  • Developed and managed succession planning strategies for family-owned businesses, protecting assets worth $5 from tax inefficiencies.
  • Conducted in-depth risk assessments for portfolio reallocation, leading to a 47% increase in annualized returns amid market fluctuations.
  • Guided clients through the implementation of retirement income streams, reducing post-retirement financial strain by an average of 31%.
  • Developed multi-generation wealth transfer strategies in collaboration with estate lawyers, ensuring seamless transition of assets worth $16.
  • Located portfolio inefficiencies and recommended solutions that saved clients over $12 in annual management fees.
  • Executed dynamic asset allocation strategies to hedge against market volatility, improving client satisfaction ratings by 39%, as measured by surveys.
  • Collaborated with team of 5 in the development of program.
  • Led financial education seminars for groups of 13+, resulting in a 79% increase in investment engagement post-event.

Affiliations

  • International Association of Registered Financial Consultants (IARFC)
  • Society of Women Engineers
  • American Society of Safety Professionals
  • Trustee or Board Member of system Financial Oversight Committee
  • Association of Information Technology Professionals
  • National Association of Social Workers
  • Financial Therapy Association (FTA) Membership
  • Participant in 2016 WealthTech Conference, specializing in technology solutions for financial planning
  • Jaycees
  • Rotary International

Certifications

  • Cisco Certified Network Associate (CCNA)
  • Financial Risk Manager (FRM)
  • Certified Public Accountant
  • CompTIA Security+
  • Certified Investment Management Analyst (CIMA)
  • Fiduciary Certification Program (FCP)
  • Certified Financial Planner (CFP)
  • Registered Paraplanner (RP)
  • Apple Certified Associate (ACA)
  • Cisco Certified Internetwork Expert (CCIE)

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