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Skills

  • Risk assessment and mitigation
  • Trend analysis expertise
  • Portfolio Management
  • Customized financial roadmaps
  • Advisory Services
  • Team building
  • Retirement needs
  • Financial planning
  • Client Onboarding
  • Financial statement analysis

Work Experiences

  • Had an excellent attendance record and was always on time for work.
  • Consistently exceeded sales targets by 22% through diligent prospecting and providing tailored financial advice to new and existing clients.
  • Advised clients on offshore investments, contributing to an President's Club-winning international diversification program.
  • Collaborated with cross-functional teams.
  • Advised clients on growth strategies.
  • Collaborated with estate planning attorneys.
  • Oversaw the delivery of metric project by framework team, which resulted in standard.
  • Transported Adobe Creative Suite to several months customer locations.
  • Pushed for operational changes that resulted in cost savings and higher profit margins.
  • Built and strengthened relationships with new clients while also informing them about account services and capabilities.

Summaries

  • Wealth Management Consultant with 14 years of experience working with financial products.
  • With Series 7, 6, and 63 licenses, we can demonstrate our expertise.
  • Created cohesive wealth management outcomes.
  • Advised clients on more than $4 in charitable donations.
  • Adept Wealth Management Consultant with deep understanding of asset class diversification, providing clients with well-balanced strategies that have outperformed risk-adjusted benchmarks.
  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the metric business.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Achieved a 60% client retention rate.
  • Critical thinker with expertise in alternative investments.
  • Collaborated with estate planners and tax advisors.

Accomplishments

  • Managed the construction and realignment of 18 retirement portfolios, achieving 83% target income through tax-advantaged investment selections.
  • Provided strategic wealth management advice that facilitated over $7 in philanthropic gifting contributions by clients in 2015.
  • Strategized holistic retirement plans, helping 17 clients reach 65% of their long-term savings goals ahead of schedule.
  • Performed due diligence on alternative investments, leading to a 81% higher yield over the benchmark index for select portfolios.
  • Designed financial portfolios that complied with standard, preventing risk exposure and protecting $2 in client assets.
  • Led financial literacy webinars for framework, educating clients on risk management and diversification, resulting in 5 participants enrolling for follow-up consultations.
  • Successfully mitigated market volatility by redesigning client portfolios, creating a 41% improvement in year-over-year returns.
  • Advised high-net-worth clients on investment opportunities, resulting in $7 in new assets under management (AUM) across 9 portfolios.
  • Implemented procedure platform that improved client engagement and resulted in a 58% increase in AUM within 6 months.
  • Negotiated terms for high-value investment products, increasing the company’s revenue by $14 by successfully onboarding 69% of targeted clients.

Affiliations

  • National Association of Estate Planners & Councils (NAEPC)
  • Founding Member, Impact Investing Council 2017
  • American Marketing Association
  • Rotary International
  • Tax Planning Professionals Association - Board Member 2016
  • Association for Financial Professionals (AFP) Seattle
  • American Society of Safety Professionals
  • Accredited Investment Fiduciary (AIF) Designation
  • Board Member, Wealth Counsel Chapter 2019
  • Chartered Alternative Investment Analyst Association (CAIA) Membership

Certifications

  • Certificate in Financial Services Compliance from Meridian
  • Cisco Certified Internetwork Expert (CCIE)
  • Certified International Wealth Manager (CIWM)
  • Financial Risk Manager (FRM)
  • Certified Investment Management Analyst (CIMA)
  • CompTIA Security+
  • Chartered Wealth Manager (CWM)
  • Investment Foundations Program from CFA Institute
  • Cisco Certified Network Associate (CCNA)
  • Certified Public Accountant

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