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Skills

  • Asset Class Diversification
  • Mutual funds and liabilities
  • Estate Planning Collaboration
  • Insurance decisions
  • Budgets
  • Communications
  • Investment planning
  • Framework equipment
  • Portfolio Management
  • Trend analysis expertise

Work Experiences

  • Consistently outperformed market benchmarks by 69% annually.
  • Assisted clients undergoing life changes.
  • Assessed market conditions and asset allocation.
  • Collaborated with estate planning attorneys and tax professionals to create integrated financial roadmaps for high-net-worth individuals.
  • Had an excellent attendance record and was always on time for work.
  • Collaborated with tax professionals.
  • Advised clients on growth strategies.
  • Addressed shifting financial needs.
  • Attracted 11 new clients within three years.
  • Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.

Summaries

  • Critical thinker with expertise in alternative investments.
  • Collaborated with estate planning, tax advisors, and legal professionals.
  • Achieved results over the past 15 years.
  • Achieved a 60% client retention rate.
  • Created cohesive wealth management outcomes.
  • Created cohesive wealth management plans.
  • Created impactful charitable initiatives.
  • Advised clients on more than $4 in charitable donations.
  • Aligned strategies with client timelines.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.

Accomplishments

  • Strategized holistic retirement plans, helping 17 clients reach 65% of their long-term savings goals ahead of schedule.
  • Negotiated terms for high-value investment products, increasing the company’s revenue by $14 by successfully onboarding 69% of targeted clients.
  • Partnered with cross-functional analytics teams to create a data-driven asset allocation strategy that resulted in a 67% increase in portfolio diversification.
  • Collaborated with tax professionals to minimize capital gains for clients, resulting in a 75% reduction in tax liabilities over several months.
  • Assisted in launching a mobile wealth management app that increased client engagement by 75% within the first 18 months of rollout.
  • Led client onboarding processes, generating $4 of new business within the past year by optimizing customer experience and transparency.
  • Successfully mitigated market volatility by redesigning client portfolios, creating a 41% improvement in year-over-year returns.
  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Led financial literacy webinars for framework, educating clients on risk management and diversification, resulting in 5 participants enrolling for follow-up consultations.
  • Advised on allocations into high-growth sectors across 6 client portfolios, generating 27% ROI over 18 months.

Affiliations

  • Chair, Boston Chamber of Commerce Wealth Management Committee 2015
  • Mentor, Women in Wealth Management Network
  • Local Coordinator, Treasury Educator Accreditation Program 2016
  • Private Investors Coalition Membership
  • Member, American Institute of Certified Public Accountants (AICPA)
  • Association for Supply Chain Management (APICS)
  • Member of the Investment Analysts Society of the Midwest since 2015
  • Financial Planning Association (FPA) Member
  • Society of Trust and Estate Practitioners (STEP) Associate
  • Estate Planning Council of Phoenix

Certifications

  • Google Certified Professional Cloud Architect
  • Financial Risk Manager (FRM)
  • Financial Modeling & Valuation Analyst (FMVA) certification
  • Anti-Money Laundering Specialist (CAMS)
  • Certified Financial Planner (CFP)
  • Certified Investment Management Analyst (CIMA)
  • Accredited Wealth Management Advisor (AWMA)
  • First Aid/CPR Certified
  • Accredited Investment Fiduciary (AIF)
  • Cisco Certified Network Associate (CCNA)

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