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Skills

  • Business Development
  • Financial Modeling and Analysis
  • Investment advice
  • Client performance metrics tracking
  • Financial goal tracking
  • Tax law expertise
  • Organization
  • Project organization
  • Retirement needs
  • Category equipment

Work Experiences

  • Collaborated with advisors to create personalized financial plans.
  • Addressed retirement aspirations.
  • Actively participated in 16 portfolio review meetings with senior advisors to assess asset performance and client satisfaction.
  • Assisted in generating new revenue.
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Assisted in generating over $7 in new revenue by identifying and leveraging cross-selling opportunities of framework financial products.
  • Assisted in client acquisition efforts in 2024.
  • Collaborated with legal advisors to ensure all client documents met regulatory requirements, significantly reducing compliance-related issues.
  • Assisted in the management of over $11 in assets across multiple client accounts, monitoring risk exposure and rebalancing portfolios for optimal returns.
  • Had an excellent attendance record and was always on time for work.

Summaries

  • PWM Assistant Advisor with 3 years of experience working with financial products.
  • Analytical PWM Assistant Advisor with a history of supporting advisors in reviewing account performance and suggesting modifications that exceeded financial goals by 24%.
  • Client-centric PWM Assistant Advisor with a history of organizing quarterly reviews, leading to improved client satisfaction by 33% and reinforcing long-term relationships.
  • Advised on risk-adjusted portfolio changes.
  • Communicated financial performance effectively.
  • Conducted portfolio reviews and meetings.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Strengths in risk assessment and stakeholder engagement backed up by Miscellaneous training.
  • Boosted client portfolio performance by 15%.
  • Collaborative PWM Assistant Advisor with an excellent track record in compliance practices, reducing regulatory risks across portfolios and ensuring full fiduciary compliance.

Accomplishments

  • Spearheaded portfolio performance reviews for 3 clients, identifying areas for reallocation to maximize returns by 62% over two years.
  • Led the revision of client onboarding procedures, cutting account setup time by 39% through CRM process re-engineering.
  • Resolved product issue through consumer testing.
  • Developed a client performance metrics dashboard using SAP, enabling advisors to track client portfolio success and quickly identify opportunities for improvement.
  • Enhanced advisor productivity by designing a streamlined client review process, reducing preparation time by 53%.
  • Launched email marketing campaigns that contributed to a 64% increase in client engagement and a 30% growth in assets under management.
  • Collaborated with senior advisors to design investment portfolios, utilizing data-driven insights to enhance client returns by 27% over 2019.
  • Developed customized portfolio performance summaries using advanced Excel formulas for 8 clients, helping advisors communicate complex financial data more effectively.
  • Documented and resolved standard which led to framework.
  • Underwent Scrum Master training to further refine expertise in investment management and client advisory services, increasing client satisfaction by 44%.

Affiliations

  • International Council of Nurses
  • Investment Management Consultants Association
  • Association of Information Technology Professionals
  • Women in Finance Network (WIFN)
  • National Association of Personal Financial Advisors (NAPFA)
  • Society of Women Engineers
  • Association for Financial Cooperative
  • Certified Investment Management Analyst (CIMA) Designation
  • Chartered Market Technician (CMT) Association
  • Chartered Alternative Investment Analyst (CAIA) Association

Certifications

  • Global Financial Markets Professional (GFMP) certification
  • Professional Risk Manager (PRM) Certification
  • Certified Financial Planner (CFP)
  • Chartered Portfolio Manager (CPM) from framework
  • Certified Trust and Fiduciary Advisor (CTFA) from Summit Group
  • Project Management Professional (PMP)
  • Certified Business Analysis Professional (CBAP)
  • Behavioral Financial Advisor (BFA) Certification
  • Investment Foundations Certificate by CFA Institute
  • Certified Retirement Counselor (CRC)

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