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Skills

  • Regulatory compliance
  • Business analysis
  • Financial planning and forecasting
  • Exclusive corporate partnership strategies
  • Communications
  • Staff management
  • Crisis wealth management
  • Process improvement
  • Financial Management
  • Assets under management (AUM) growth

Work Experiences

  • Achieved a 75% higher retention rate in volatile markets.
  • Welcomed new members and established and updated memberships in Meridian method programs.
  • Assessed employee performance over a 18 months period and provided constructive feedback to help them improve.
  • Achieved a 25% satisfaction rate.
  • Oversaw a group of 12 program associates who dealt with the department's daily and complex requirements.
  • Shared best practices with on-site and external personnel to align efforts and goals.
  • Achieved a significant process by making proactive decisions based on market expertise and business knowledge.
  • Established, enforced, and optimized internal policies to maintain efficiency and responsiveness to demands.
  • Improved filing systems for confidential client records and reports increased operational efficiency.
  • Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.

Summaries

  • Recognized for successfully turning around a struggling company's operations in order to achieve long-term growth.
  • Clear understanding of budget management and team leadership as well as stakeholder engagement training.
  • Premier Relationship Manager with 10 years of successful stakeholder engagement and risk assessment experience.
  • Motivated initiative manager with a track record of best practices and operations in the Miscellaneous.
  • Focused on ensuring smooth financial, personnel, and operational operations.
  • Dynamic application of project management and performance reporting in a fast-paced business environment.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Bringing 9 years of industry experience to Cedar Works, and ready to take on a challenging, growth-oriented role.
  • Ability to use sound judgment and independent decision-making skills to positively impact company success.
  • Premier Relationship Manager who is proactive and meticulous, with over 7 years of experience in the procedure industry.

Accomplishments

  • Developed and executed customized financial plans for high-net-worth clients, resulting in a portfolio growth rate of 19% annually.
  • Strengthened relationships with institutional partners, generating $16 in new business through joint investments and strategic collaborations.
  • Partnered with senior leadership to launch financial wellness seminars, increasing cross-sell opportunities by 42%.
  • Enhanced an existing high-net-worth client digital platform, resulting in a 24% increase in client log-ins and engagement metrics.
  • Managed cross-functional teams to deliver timely execution of tailored investment solutions, increasing average portfolio balances by 36%.
  • Proactively managed a portfolio of clients with assets totaling over $13, generating a year-over-year revenue growth of 39%.
  • Collaborated with team of 10 in the development of program.
  • Developed and implemented tax-efficient investment solutions, resulting in tax savings of $17 for high-net-worth clients in 2020.
  • Onboarded 4 high-net-worth clients in 2021, contributing 49% to the company’s total assets under management growth.
  • Conducted in-depth portfolio reviews that led to identifying underperformance risks and increasing portfolio performance by 20%.

Affiliations

  • Rotary International
  • Jaycees
  • Lions Club
  • Association for Supply Chain Management (APICS)
  • International Council of Nurses
  • International Association for Quantitative Finance (IAQF)
  • Project Management Institute
  • Institute of International Finance (IIF)
  • European Financial Planning Association (EFPA)
  • National Association of Personal Financial Advisors (NAPFA)

Certifications

  • Global Investment Performance Standards (GIPS) Certification
  • Apple Certified Associate (ACA)
  • Emergency Financial First Aid Certification (EFFAK)
  • Cisco Certified Network Associate (CCNA)
  • Certified Public Accountant
  • SHRM Certified Professional (SHRM-CP)
  • Certified Investment Management Analyst (CIMA)
  • CERTIFIED FINANCIAL PLANNER™ (CFP) Certification
  • Certified Financial Education Instructor (CFEI)
  • Certified Public Accountant (CPA)

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