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Skills

  • Investment strategy presentation to category
  • Operational improvement
  • Risk mitigation strategies
  • Report writing
  • ServiceNow expertise
  • Process improvement
  • Portfolio Management
  • Performance monitoring
  • Cost reduction through technology adoption
  • Organization

Work Experiences

  • Designed advanced reporting tools in SAP.
  • Solved metric issues, improved operations, and provided excellent customer service.
  • Conducted extensive variance analysis on investments, identifying underperforming sectors and reallocating $8 to outperforming areas.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Delivered presentations aligned with industry best practices.
  • Avoided potential $14 in ransomware impacts.
  • Collaborated with procedure customers to determine their needs and deliver method service.
  • Collaborated with cross-functional teams including compliance and risk management to ensure portfolio alignment with the Midwest regulatory requirements.
  • Had an excellent attendance record and was always on time for work.

Summaries

  • Achieved 84% improvements in portfolio performance.
  • Collaborated with risk and compliance departments.
  • Achieved zero issues flagged during reviews.
  • Accomplished in developing compliance frameworks for multi-jurisdictional portfolios, maintaining a spotless 11-year regulatory review record with no legal breaches.
  • Accomplished in facilitating compliance in multi-jurisdictional investments, developing frameworks that sustained 12 consecutive problem-free regulatory audits.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the program business.
  • Within Miscellaneous, senior Senior Investment Administrator and outstanding performer in vendor management and quality assurance.
  • Achieved savings of $10 annually.
  • Investigates emerging market trends, monitors regulatory changes, and assesses economic indicators.
  • Client-focused professional, ensuring consistently superior performance by managing tax-optimized portfolios that improve bottom-line profitability by 76%.

Accomplishments

  • Collaborated with compliance teams to ensure all portfolio activities met stringent federal regulations, mitigating risk of legal fines or penalties.
  • Led the development of educational seminars for prospective institutional clients, contributing to an increase in new client acquisitions by 27%.
  • Created custom portfolio reports for high-volume clients using new analytics tools, enriching client communication and increasing satisfaction by 61%.
  • Administered investment portfolios valued at over $18, ensuring consistent compliance with risk management strategies and optimizing annual returns.
  • Collaborated with team of 17 in the development of standard.
  • Led the migration of 17 client accounts from legacy systems to Jira, resulting in a client acquisition cost reduction of $18.
  • Provided ongoing mentorship to junior team members, expediting their investment licensure and certification within a reduced timeframe of several months.
  • Documented and resolved program which led to category.
  • Developed and enforced stricter cybersecurity protocols by coordinating with technology teams, which prevented potential ransomware losses exceeding $6.
  • Implemented client satisfaction enhancement programs, resulting in a 70% increase in client NPS (Net Promoter Score) and improved feedback scores.

Affiliations

  • Member, Securities and Investments Institute (SII)
  • Member, Austin Securities Analysts Association
  • Certified Member, Investment Management Consultants Association (IMCA)
  • Economic Club of Denver
  • Board Member, Alumni Network of standard Finance Department
  • Toastmasters
  • American Society of Safety Professionals
  • Member, Professional Risk Managers' International Association (PRMIA)
  • Jaycees
  • Committee Member, Certified Fund Specialist (CFS) Designation Alumni Network

Certifications

  • Advanced Investment Operations Diploma Lakeside Partners
  • Advanced Diploma in Operational Risk Management standard
  • Chartered Alternative Investment Analyst (CAIA)
  • Certified Investment Fund Director (CIFD)
  • Cisco Certified Network Associate (CCNA)
  • Chartered Institute for Securities & Investment (CISI) Member
  • CompTIA Security+
  • Certified Public Accountant (CPA)
  • Financial Modeling & Valuation Analyst (FMVA) Certification program
  • Series 66 - Uniform Combined State Law License

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