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Skills

  • Operational improvement
  • Savings accounts
  • Client Satisfaction Improvement
  • Client relationship management
  • Investment advice
  • Asset allocation in retirement funds
  • MS Office
  • Trend analysis expertise
  • Client presentation and persuasion techniques
  • Business operations

Work Experiences

  • Co-organized an annual client appreciation event.
  • Adjusted retirement planning for clients nearing age 7.
  • Analyzed market trends and economic data to provide sound investment recommendations, outperforming the S&P 500 by 82% in 2021.
  • Saved $8 by putting in place cost-cutting measures that addressed long-standing issues.
  • Achieved a 69% improvement in overall portfolio performance.
  • Collaborated across departments.
  • Solved framework issues, improved operations, and provided excellent customer service.
  • Achieved results in the past year.
  • Advised executives on deferred compensation plans, converting 74% of bonuses into tax-efficient long-term savings.
  • Achieved 41% client portfolio diversification.

Summaries

  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.
  • Addressed shifting risk tolerance of clients.
  • Certified ITIL.
  • Within Miscellaneous, senior Senior Financial Planner and outstanding performer in quality assurance and vendor management.
  • Advised clients on reducing tax liabilities.
  • Adept at ensuring compliance with regulatory standards.
  • Achieved growth over a 2017 span.
  • Costs were consistently reduced while profits were increased.
  • Achieved an average portfolio ROI of 68%.

Accomplishments

  • Played a crucial role in transitioning Meridian during a merger, safeguarding over $8 in client assets and ensuring continuity of services.
  • Recommended ESG (Environmental, Social, and Governance) focused investments which increased client interest by 81% while maintaining balanced risk levels.
  • Led a team of financial planners in achieving 52% growth in client portfolios by researching and recommending diversified asset allocation strategies.
  • Introduced innovative financial products to client's portfolios, resulting in a 80% increase in overall diversification and risk mitigation.
  • Certified in Scrum Master, further enhancing the firm's ability to manage complex financial planning cases for affluent clients.
  • Documented and resolved procedure which led to process.
  • Implemented a strategic approach to philanthropy planning for clients, helping them donate over $2 in a tax-efficient manner.
  • Recovered over $13 in lost revenue by adjusting client portfolios during market volatility, ensuring sustained growth.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Redesigned portfolio management strategy, increasing overall returns by 18% through a blend of equities, bonds, and alternative investments.

Affiliations

  • National Funeral Directors Association Business Advisors Forum – Expert Contributor
  • Lions Club
  • Financial Therapy Association – Research Contributor for Financial Behavior Studies
  • Association of Information Technology Professionals
  • Jaycees
  • Institute of Business & Finance (IBF) – Featured Speaker on Wealth Accumulation Strategies
  • Association for Supply Chain Management (APICS)
  • Society of Women Engineers
  • CFA Institute – Chartered Financial Analyst (CFA) since 2018
  • Society of Human Resource Management

Certifications

  • Accredited Asset Management Specialist (AAMS)
  • Certified Wealth Strategist (CWS)
  • First Aid/CPR Certified
  • Investment Foundations Certificate from CFA Institute
  • Certified Retirement Counselor (CRC)
  • Certified Public Accountant
  • CompTIA Network+
  • Certified Financial Planner Insurance Specialist (CFP-INS)
  • Chartered Retirement Plans Specialist (CRPS®)
  • Accredited Comprehensive Financial Planning Certificate

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