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Skills

  • Multi-Task Management
  • Bilingual in Japanese
  • Operations management
  • MS Office
  • Credit and collections
  • Contract negotiation/review/drafting
  • Relationship development
  • Metric equipment
  • Communications
  • Process improvement

Work Experiences

  • Successfully led key projects that yielded a framework.
  • Effectively controlled the release of proprietary and confidential information for general client lists.
  • Responded quickly to customer concerns and resolved category issues using quality assurance and client relations.
  • Completed the work outlined on the repair order with efficiency and accuracy.
  • Guided
  • Had planned ahead.
  • Assisted a team of wealth management experts in developing advice-based solutions with administrative support.
  • Raised the stakes.
  • Started it.
  • Followed up with customers by phone or email after each merchandise sale to answer any last-minute questions.

Summaries

  • Clear understanding of cross-functional collaboration and performance reporting as well as strategic planning training.
  • Dedicated to learning, growing, and succeeding in Miscellaneous.
  • Demonstrated ability to assess opportunities and make sound, profitable decisions.
  • Motivated Wealth Management Intern with experience managing large-scale projects, including budgeting and administration.
  • Flexible, articulate communicator with experience in customer service and problem solving.
  • Design and development of successful standard embedded software applications in the past.
  • Adapted to changing market conditions.
  • Framework are well-understood.
  • Knowledgable in a variety of design and testing methodologies.
  • Financial Advisor with experience working with privately held investment firms who is focused on results.

Accomplishments

  • Developed
  • Design: Responsible for creative design for prominent system.
  • Created
  • Process Improvement: Created new departmental procedures manual. Assessed organizational training needs.
  • Streamlined
  • Constructed cash flow statements for high-net-worth clients, enabling more accurate financial planning and reducing future investment risks by 71%.
  • Automated asset allocation processes by implementing ServiceNow, reducing report preparation time by 13% and increasing efficiency.
  • Initiated
  • Collaborated with senior analysts to design and deliver customized asset allocation proposals, resulting in client portfolios outperforming benchmarks by 36%.
  • Marketing: Implemented marketing strategies which resulted in process growth of customer base.

Affiliations

  • International Council of Nurses
  • Certified FinTech Professional Certification Course 2020
  • Society of Human Resource Management
  • Financial Planning Association (FPA)
  • International Wealth Management Summit Presenter 2019
  • Attendee of Financial Services Diversity Leadership Forum 2020
  • Professional Development Program - Wealth and Asset Management 2019
  • Freemason
  • Attendee of Annual Financial Advisor Roundtable 2017
  • Investment Management Consultants Association (IMCA) Participation

Certifications

  • Certified Estate Planner (CEP)
  • Foundations in Wealth Management by Beacon Labs
  • Series 7 - General Securities Representative
  • Tax-Smart Planning Certified (TSPC) by Ironclad Systems
  • Salesforce
  • Certified Investment Management Analyst (CIMA)
  • CompTIA A+ Technician
  • Bloomberg Market Concepts (BMC) Certification
  • Google Certified Professional Cloud Architect
  • Ethics for Investment Professionals by CFA Institute

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