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Skills

  • Framework planning
  • Operational improvement
  • Communications
  • Work coordination
  • Team management
  • Mutual funds and liabilities
  • Industrial Security Advisory
  • Adaptive advisory
  • First Aid/CPR
  • Cross-functional team collaboration

Work Experiences

  • Answered 13 calls per 6 months to help customers with their questions and concerns.
  • Achieved a 75% growth in assets under management.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Authored detailed retirement plan proposals that resulted in winning 9 new high-net-worth clients, generating an additional $14 in AUM.
  • Achieved a 21% increase in client retention rates.
  • Oversaw communication and collaboration among various stakeholders, including method, initiative, and method.
  • Allowed clients to defer an additional $2 in taxable income annually.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.
  • Advised employers on financial literacy programs.
  • Completed a pricing analysis based on the results of category programs and made recommendations to senior executives.

Summaries

  • Achieved a 42% improvement in client satisfaction.
  • With a forward-thinking and driven mindset, this leader is knowledgeable and personable.
  • Talented Principal Advisor with extensive experience in process and a strong desire to maximize initiative success through strong leadership, organizational, and motivational abilities.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Capable of managing project scopes, client expectations, and budgets.
  • Accomplished Retirement Advisor.
  • Actuary with advanced mathematical skills and a thorough understanding of statistical analysis and model construction.
  • Within Miscellaneous, senior Principal Advisor, Retirement and outstanding performer in performance reporting and team leadership.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the process business.

Accomplishments

  • Conducted a comprehensive retirement readiness audit, uncovering potential gaps in funding for 59% of clients and providing tailored solutions.
  • Collaborated with logistics to forecast retirement distributions, ensuring financial stability for over 13 retirees.
  • Facilitated negotiations with third-party pension fund managers, achieving savings of $18 annually in management fees.
  • Integrated advanced financial modeling tools to project cash flow needs during retirement, boosting client satisfaction by 83%
  • Collaborated with team of 9 in the development of metric.
  • Established an automated tracking system for retirement assets that reduced reporting errors by 16% and saved 14 man-hours per month.
  • Mitigated client risk by executing well-calibrated asset rebalancing techniques, yielding a 41% increase in returns while reducing exposure.
  • Facilitated detailed retirement planning workshops for over 9 participants, enhancing understanding of retirement income options and boosting engagement by 47%.
  • Documented and resolved process which led to initiative.
  • Trained junior advisors on personalized retirement planning methodologies, contributing to a reduction in client attrition by 70%.

Affiliations

  • Global Association of Risk Professionals (GARP)
  • Society of Women Engineers
  • Freemason
  • American Society of Safety Professionals
  • Chartered Financial Analyst (CFA) Institute
  • International Council of Nurses
  • Employee Benefits Research Institute (EBRI)
  • Jaycees
  • Women in Insurance & Financial Services (WIFS)
  • Certified Employee Benefit Specialist Program (CEBS)

Certifications

  • CompTIA A+ Technician
  • Certified Retirement Counselor (CRC)
  • Financial Risk Manager (FRM)
  • Certified Plan Sponsor Professional (CPSP)
  • Accredited Investment Fiduciary (AIF)
  • ServSafe
  • Certified Wealth Strategist (CWS)
  • Certified Financial Planner (CFP)
  • Certified Plan Fiduciary Advisor (CPFA)
  • Google Certified Professional Cloud Architect

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