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Skills

  • Financial blueprint design
  • Financial tracking system implementation
  • Tax law expertise
  • First Aid/CPR
  • Insurance decisions
  • Business liability reduction
  • Business restructuring consultation
  • Customer service
  • Certification acquisition for credibility
  • Trend analysis expertise

Work Experiences

  • Collaborated with Legal Counsel.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Transported Adobe Creative Suite to one year customer locations.
  • Oversaw the delivery of method project by framework team, which resulted in process.
  • Collaborated with local organizations to provide specialized financial planning assistance to a variety of people with different needs.
  • Conducted leadership coaching sessions.
  • Advised small business owners on succession planning.
  • Advised small business owners on succession planning, reducing potential operational risks and identifying $7 in savings opportunities.
  • Achieved results in a 4-month period.
  • Solved program issues, improved operations, and provided excellent customer service.

Summaries

  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Advised high-net-worth clients.
  • Strengths in strategic planning and performance reporting backed up by Miscellaneous training.
  • Created customized debt repayment plans.
  • Adept at identifying fiscal market opportunities and providing tailored consulting that led to a 19% increase in client portfolio performance.
  • Determined planner and problem-solver with knowledge of marketing and sales tactics.
  • Adept in financial goal planning.
  • Boosted operational efficiency.
  • Delivered a 65% increase in goal-setting success rates.
  • Contributed to enhanced capital returns.

Accomplishments

  • Created a comprehensive succession planning framework that reduced operational risks by 62% for businesses transitioning ownership.
  • Mentored a team of 13 junior advisors, improving client portfolio performance by 39% and increasing team collaboration.
  • Drafted and refined targeted retirement strategies for clients, improving their retirement readiness by 50% across a diverse portfolio.
  • Provided strategic guidance to high-net-worth individuals on estate planning, minimizing tax exposure by 33% and preserving $2 in assets.
  • Formulated and managed estate plans, ensuring wealth preservation and tax minimization, securing over $16 for clients' beneficiaries.
  • Facilitated partnerships with local universities to conduct educational seminars, driving targeted outreach and acquiring 17 new clients.
  • Executed client portfolio restructuring plans that resulted in 74% growth in investment value within 3 months.
  • Trained interns and junior staff on key financial advisory techniques, contributing to a 75% increase in client retention.
  • Collaborated with team of 16 in the development of program.
  • Worked with small business owners to optimize debt repayment plans, resulting in a $17 reduction in outstanding debt.

Affiliations

  • American Society of Safety Professionals
  • Society of Financial Service Professionals (FSP)
  • Society of Actuaries (SOA)
  • International Council of Nurses
  • Association of Government Accountants (AGA)
  • Association of Information Technology Professionals
  • Jaycees
  • Institute of Certified Professional Managers (ICPM)
  • Society of Women Engineers
  • Women in Financial Services (WIFS)

Certifications

  • Google Certified Professional Cloud Architect
  • Advanced Certified Fundraising Executive (ACFRE)
  • Certified Private Wealth Advisor (CPWA)
  • Certified Exit Planning Advisor (CEPA)
  • International Certified Valuation Specialist (ICVS)
  • Enrolled Agent (EA)
  • ServSafe
  • Certificate in Investment Performance Measurement (CIPM)
  • Series 65 - Uniform Investment Adviser Law Examination
  • Certified Estate Planner (CEP)

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