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Skills

  • Certification acquisition for credibility
  • Budgeting process streamlining
  • Investment planning
  • Investment advice
  • Risk mitigation strategies
  • Debt management and repayment planning
  • Communications
  • Operational improvement
  • Project organization
  • Client engagement enhancement

Work Experiences

  • Achieved $2 in savings.
  • Created financial continuity plans for clients.
  • Oversaw the delivery of method project by framework team, which resulted in process.
  • Conducted more rigorous credit analyses.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Advised high-net-worth individuals.
  • Advised public sector organizations on restructuring financial services, resulting in streamlined budgeting processes and 54% increase in internal cost-saving mechanisms.
  • Achieved results in a 4-month period.
  • Authored detailed financial reports for clients, which were instrumental in securing $15 in venture capital funding for start-ups.
  • Achieved results over one year.

Summaries

  • Delivered over $10 in savings to 8 individual clients.
  • Delivered a 65% increase in goal-setting success rates.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Professional Advisor with 12 years of experience working with financial products.
  • Collaborative Professional Advisor adept at cross-border partnership facilitation across 16 multinational organizations, driving international business growth.
  • Dedicated Professional Advisor, known for guiding clients through risk management strategies that reduced liabilities by 46% in 2020.
  • Costs were consistently reduced while profits were increased.
  • Achieved a $9 increase in annual revenue.
  • Clear understanding of budget management and quality assurance as well as budget management training.

Accomplishments

  • Executed client portfolio restructuring plans that resulted in 74% growth in investment value within 3 months.
  • Designed and launched a series of risk management workshops that helped corporate clients reduce liability claims by 57%.
  • Analyzed market trends and advised clients on private equity investments, resulting in a 27% increase in their portfolios’ overall value.
  • Utilized strategic planning tools to advise corporate executives on long-term growth, resulting in the company expanding across 3 new locations.
  • Facilitated partnerships with local universities to conduct educational seminars, driving targeted outreach and acquiring 17 new clients.
  • Provided strategic guidance to high-net-worth individuals on estate planning, minimizing tax exposure by 33% and preserving $2 in assets.
  • Led the development of a venture capital strategy that secured over $6 in new funding for key startup clients.
  • Spearheaded a financial literacy initiative, resulting in a 84% increase in client satisfaction and onboarding 17 new high-net-worth clients.
  • Collaborated closely with internal teams to assess organizational challenges and eliminate inefficiencies, leading to improved margins of 73%.
  • Documented and resolved metric which led to procedure.

Affiliations

  • American Institute of Certified Public Accountants (AICPA)
  • Jaycees
  • Certified Financial Planner Board of Standards (CFP)
  • Institute of Management Consultants USA (IMC USA)
  • Investment Management Consultants Association (IMCA)
  • International Council of Nurses
  • International Association of Registered Financial Consultants (IARFC)
  • International Foundation of Employee Benefit Plans (IFEBP)
  • Appraisal Institute - Valuation of Business Interests Specialties
  • American Medical Informatics Association

Certifications

  • Series 65 - Uniform Investment Adviser Law Examination
  • Financial Risk Manager (FRM)
  • Certified Exit Planning Advisor (CEPA)
  • Certificate in Investment Performance Measurement (CIPM)
  • CompTIA A+ Technician
  • Project Management Professional (PMP)
  • Certified Management Accountant (CMA)
  • Leadership in Energy and Environmental Design (LEED) Accredited Professional
  • Accredited Investment Fiduciary (AIF)
  • Certified Private Wealth Advisor (CPWA)

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