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Skills

  • Effective client communication
  • Organization
  • Insurance billing
  • Customized retirement solutions
  • Making insurance decisions
  • Financial needs assessment
  • Understanding tax law
  • Mutual funds understanding
  • Supervision
  • RFI Scanners

Work Experiences

  • Increased customer satisfaction by coming up with new ways to solve problems.
  • QuickBooks was delivered to customer locations by me.
  • Interviewed clients to determine their income, expenses, insurance coverage, tax status, financial and investment goals, and risk tolerance in order to develop and implement strategic financial plans; I currently manage a client investment portfolio worth $10M.
  • Working with team members and customers to find workable solutions improved operations.
  • Exuded professional expertise and resourcefulness to gain the trust and confidence of clients, vendors, and other professionals.
  • Assisted clients in setting realistic retirement goals by using personalized projections, leading to a 53% higher commitment to savings plans.
  • Applied advanced knowledge of Roth conversions and backdoor IRA strategies, saving clients an average of $17 in tax obligations per year.
  • Adjusted client strategies based on performance trends.
  • Assisted in the creation of method procedures.
  • Since 2017, I've used customer service and consultative sales techniques to outperform sales targets, resulting in a 12% increase over expected sales.

Summaries

  • 18 years of experience in client portfolio management.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Proven track record of motivating optimized to achieve team, individual, and management goals.
  • Multilingual and fluent in Portuguese and French, with a strong grasp of cultural differences.
  • Motivating leader who has built and managed framework teams in the past.
  • Scrum Master certified
  • System, metric, and category are all available.
  • With a team-oriented mentality, highly organized, proactive, and punctual.
  • Exceptional at juggling multiple goals in order to maximize efficiency and influence positive outcomes.
  • Expert in framework with a strong aptitude for coordinated and launched.

Accomplishments

  • Played a key role in lobbying for retirement plan reforms, helping pass program in 2018, benefiting 15 clients across multiple industries.
  • Created a streamlined process for beneficiary communications, achieving a 52% improvement in on-time benefit distribution to eligible parties.
  • Led a team to integrate Tableau for automated plan tracking, reducing report generation time by 84% and improving client insights.
  • Redesigned communication templates for client reports, reducing the average time for clients to make financial adjustment decisions by 57%.
  • Negotiated contract terms with financial vendors, reducing operational costs for plan administration by 23%.
  • Collaborated with product to develop educational content for pre-retirement workshops attended by over 16 participants.
  • Implemented targeted outreach campaigns that improved client acquisition by 62%, bringing 10 new clients under management.
  • Reviewed and updated client portfolios quarterly, resulting in a 21% increase in assets under management (AUM) during volatile market conditions.
  • Developed multi-generational wealth transfer plans, reducing the effective estate tax burden for clients by an average of 57%.
  • Created tailored retirement income strategies that provided 52% more after-tax income to clients without compromising portfolio security.

Affiliations

  • Associate designation from the International Foundation of Employee Benefits Plans, staying informed on emerging trends in pension planning and benefit structuring.
  • Certified Pension Consultant (CPC) from the American Society of Pension Professionals & Actuaries (ASPPA), furthering knowledge in complex pension plan designs.
  • Contributor to the Income Tax Assistance Program, specializing in scenarios including Required Minimum Distributions and IRA rollovers for retirees.
  • Member of the Society of Actuaries (SOA) with a focus on actuarial solutions related to pension de-risking and cash-flow management for retired clients.
  • Certified Educator for Social Security Timing through the Center for Financial Planning, regularly teaching clients about the latest eligibility guidelines for maximizing benefits.
  • Certified Retirement Counselor (CRC) through the International Foundation for Retirement Education, affirming specialized knowledge in retirement planning.
  • Active in the National Tax-Deferred Savings Association (NTSA), keeping up with evolving annuity investment and retirement saving strategies.
  • Selected as a Fellow in Wealth Management with the Investment and Wealth Institute, emphasizing high-net-worth retirees' cash flow and asset protection.
  • Participant in Investment Management Consultants Association (IMCA) workshops, discussing advanced portfolio management techniques for retirement accounts.
  • Board Member of the Retirement Income Manufacturers Association (RIMA), advocating for structured products to enhance post-retirement income sustainability.

Certifications

  • Life and Health Insurance License - process
  • Certified Pension Consultant (CPC) - American Society of Pension Professionals & Actuaries
  • CompTIA Network+
  • SHRM Senior Certified Professional (SHRM-SCP)
  • Series 65 - Uniform Investment Adviser Law Examination
  • Certified Benefits Specialist (CBS) - WorldatWork
  • Retirement Income Certified Professional (RICP) – initiative
  • CompTIA Security+
  • NASD Series 63 License - Uniform Securities Agent State Law Exam
  • Chartered Retirement Planning Counselor (CRPC) - College for Financial Planning

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