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Skills

  • Asset growth strategies (AUM)
  • Creative merchandising
  • Financial Management
  • Project organization
  • Budgets
  • Business analysis
  • Data collection and analysis
  • Sales and marketing
  • Process improvement
  • Business Planning

Work Experiences

  • Was in charge of global product development and partner relationships, which allowed the company to expand its footprint into new markets.
  • Reduced workflow inconsistencies by recruiting and hiring capable employees.
  • Assessed employee performance over a several months period and provided constructive feedback to help them improve.
  • Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
  • Led an overhaul of the company's best practices, which resulted in significantly higher employee retention rates and a top-ranking as an industry leader.
  • Achieved a 49% satisfaction rating.
  • Led the company to a successful product launch and growth by developing an initial product roadmap and go-to-market strategy.
  • Achieved a 44% client retention rate year-over-year.
  • Achieved exceptional client satisfaction.
  • Created a cutting-edge employee recognition program that increased productivity and morale.

Summaries

  • Effective problem-solver and leader who excels at streamlining operations to reduce costs and improve organizational efficiency.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Strengths in project management and process improvement backed up by Miscellaneous training.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Dedicated to providing high-quality services and products.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Clear understanding of process improvement and workflow optimization as well as client relations training.
  • Ability to use sound judgment and independent decision-making skills to positively impact company success.
  • Strong motivation combined with outstanding interpersonal, communication, and team-building abilities.
  • Motivated procedure manager with a track record of best practices and operations in the Miscellaneous.

Accomplishments

  • Regularly reviewed investment portfolios, identifying opportunities for cross-selling additional services like insurance products or real estate investments, resulting in a 31% uplift in revenue.
  • Succeeded in meeting and exceeding service-level agreements (SLAs) with a 16% success rate for 12 premium clients, over a 2-year period.
  • Achieved ITIL accreditation, improving the scope of client advisory services offered and increasing the firm's reputation for expertise in the market.
  • Initiated and executed a client retention program that reduced churn by 56% over 4 quarters.
  • Led product training programs that improved the sales team's ability to cross-sell financial packages, resulting in a 24% increase in revenue per client.
  • Implemented risk mitigation strategies in high volatility periods, protecting 15 clients’ portfolios valued at $15 during market downturns.
  • Successfully negotiated with external vendors to reduce operational costs for client services by $16 annually, boosting profitability.
  • Documented and resolved metric which led to initiative.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Partnered with compliance officers to ensure all client portfolios met federal and state financial regulations, passing 7 compliance audits with zero issues.

Affiliations

  • Society for Human Resource Management (SHRM)
  • American Marketing Association
  • American Finance Association (AFA)
  • Rotary International
  • Business Networking International (BNI)
  • Bank Insurance & Securities Association (BISA)
  • Institute of Chartered Accountants in Austin
  • International Association of Administrative Professionals
  • Association for Computing Machinery
  • Lions Club

Certifications

  • Financial Modeling & Valuation Analyst (FMVA)
  • CompTIA Security+
  • Certified Public Accountant
  • Certified Private Wealth Advisor (CPWA)
  • Certified Risk Manager (CRM)
  • Financial Services Certified Professional (FSCP)
  • ServSafe
  • Project Management Professional (PMP)
  • CompTIA A+ Technician
  • Series 66 - Uniform Combined State Law Examination

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