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Skills

  • Relationship development
  • Regulatory compliance (e.g., SEC, FINRA)
  • Standard equipment
  • Team management
  • Quantitative Risk Assessment
  • Process improvement
  • Cross-functional team collaboration
  • First Aid/CPR
  • Project organization
  • Team building

Work Experiences

  • Looked for industry trends on social media and through online sources.
  • Achieved a turnaround of 36%.
  • Achieved an average annual return of 23% across portfolios.
  • Achieved an average annual return of 79% across portfolios, outperforming industry benchmarks for three consecutive years.
  • Met with clients to discuss their financial goals and to review their assets, liabilities, cash flow, and other financial data.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Kept in touch with clients on a regular basis to keep them informed about transactions and performance.
  • Accessed exclusive investment opportunities.
  • Collaborated with the internal financial engineering team.
  • Collaborated with Columbus branch to manage client portfolios, identifying cross-selling opportunities that increased revenue by $4.

Summaries

  • Achieved results for 10 consecutive years.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the initiative business.
  • Balanced portfolios.
  • Achieved risk-adjusted performance.
  • Excellent track record of resolving issues, increasing customer satisfaction, and driving overall operational improvements.
  • Capable of presenting investment options that are tailored to the needs and risk tolerance of customers.
  • Recognized on a regular basis for outstanding performance and contributions to the Miscellaneous industry's success.
  • Coordinated and automated were used to professionally support clients.
  • Within Miscellaneous, senior Senior Portfolio Administrator and outstanding performer in project management and stakeholder engagement.

Accomplishments

  • Developed and maintained real-time dashboards in Asana to track portfolio allocations and risk metrics, improving strategic decision-making.
  • Monitored and adjusted ESG-compliant portfolios to ensure they met both sustainability goals and financial return targets, increasing client satisfaction by 53%.
  • Collaborated with cross-functional teams including compliance, operations, and legal departments during audit processes, ensuring regulatory adherence across all portfolios.
  • Streamlined the quarterly portfolio review process, reducing time-to-completion by 52% for portfolio audits and ensuring timely reporting.
  • Utilized advanced Excel skills and VBA for data analysis, reducing the time for generating client reports by 54% and increasing accuracy of investment reporting.
  • Conducted research on alternative investment asset classes, resulting in the addition of private equity and hedge fund vehicles, contributing to a $8 asset increase.
  • Successfully managed 12 portfolios valued at $5, consistently outperforming benchmark indices by 65% over 2021.
  • Developed and implemented ESG (Environmental, Social, and Governance) criteria into portfolio selection process, resulting in a more sustainable, diversified portfolio.
  • Leveraged knowledge of macroeconomic trends to optimize portfolio rebalancing during changes in interest rates, yielding a 40% increase in fixed income performance.
  • Led a firm-wide initiative to adopt Jira for tracking portfolio performance, improving operational efficiency by 56%.

Affiliations

  • Association for Supply Chain Management (APICS)
  • National Association for Business Economics (NABE)
  • Finance & Sustainability Initiative (FSI)
  • Certified Investment Management Analyst (CIMA) Network
  • European Financial Management Association (EFMA)
  • Society of Human Resource Management
  • Securities Industry and Financial Markets Association (SIFMA)
  • Lions Club
  • Chartered Alternative Investment Analyst (CAIA) Association
  • Sustainable Investment Forum (SIF)

Certifications

  • Certificate in Advanced Financial Modeling by Harbor & Co.
  • First Aid/CPR Certified
  • Certified Business Analysis Professional (CBAP)
  • Chartered Alternative Investment Analyst (CAIA)
  • Certified Wealth Strategist (CWS)
  • CompTIA Network+
  • Certificate in Investment Performance Measurement (CIPM)
  • Financial Services Compliance Certification (FSCC)
  • Financial Risk Manager (FRM)
  • Certified Financial Planner (CFP)

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