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Skills

  • Market trend analysis
  • Team management
  • Insurance decisions
  • Team building
  • Advanced business analytics
  • Customer Retention Strategy
  • Collaborative leadership in Boston
  • Customer satisfaction improvement
  • Project organization
  • First Aid/CPR

Work Experiences

  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Achieved a 65% reduction in volatile investments.
  • Created specialized market reports for key clients on Miscellaneous, providing them with the latest insights to inform decision-making.
  • Achieved a customer retention rate of 27%.
  • Coordinated annual strategic planning sessions.
  • Anticipated regulatory trends impacting Miscellaneous, allowing clients to avoid compliance pitfalls and saving $13 in penalties.
  • Accommodated tax-efficient strategies.
  • Coached clients on sustainable business practices, leading to a 41% increase in eco-friendly initiatives across their operations.
  • Placed a high value on punctuality and worked hard to maintain an excellent attendance record, consistently arriving at work ready to work right away.
  • Achieved zero audit findings.

Summaries

  • Trusted Advisor with 11 years of experience working with financial products.
  • Achieved a 70% decrease in volatile investments.
  • Adept at data-driven strategy formation.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved operational expense reduction.
  • Accomplished in data-driven decision making.
  • Collaborated with C-level executives.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the procedure business.
  • Boosted client portfolios across 15 regions.

Accomplishments

  • Guided clients on scenario-based financial modeling, helping to mitigate risk by $9 over the span of 2016.
  • Engaged in strategic client advisory on long-term financial planning, leading to stronger client trust and the acquisition of 7 new premium accounts.
  • Provided data-driven advisory services that led to a 25% reduction in financial risk across 2 client portfolios.
  • Worked closely with C-suite executives to guide corporate restructuring, driving increased efficiency and a cost reduction of 33%.
  • Played a key role in identifying acquisition opportunities, resulting in a $6 increase in company market share across Raleigh.
  • Led negotiations for a crucial multi-million dollar acquisition in 2018, resulting in an industry-leading partnership valued at $9.
  • Documented and resolved framework which led to process.
  • Developed and implemented a risk assessment framework for Workday, enhancing operational stability and earning Employee of the Year in 2023.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Supported the sales team with consultative expertise, contributing to 38% increase in upselling Tableau within three years.

Affiliations

  • American Marketing Association
  • Society of Decision Professionals (SDP)
  • Project Management Institute
  • National Association of Corporate Directors (NACD)
  • Project Management Institute (PMI)
  • International Association for Digital Transformation Professionals (IADTP)
  • MIT Sloan Management Review Affiliates
  • International Risk Management Association (IRMA)
  • International Association of Administrative Professionals
  • Association for Computing Machinery

Certifications

  • Certified Regulatory Compliance Manager (CRCM) – 2015, Phoenix
  • Certified Information Systems Auditor (CISA) – Conducted by Brightline, 2017
  • Chartered Financial Analyst (CFA) – Harbor & Co., Completed 2020
  • CompTIA A+ Technician
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified Fraud Examiner (CFE) – Issued by Vantage, 2015
  • Apple Certified Associate (ACA)
  • Chartered Institute of Procurement and Supply (CIPS) Level 6 – Cedar Works, 2023
  • Project Management Professional (PMP)
  • Certified Risk and Information Systems Control (CRISC) – Summit Group, Certified 2016

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