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Skills

  • Tax law expertise
  • Process improvement
  • Estate Tax Minimization Strategies
  • Retirement needs
  • Capital Appreciation Strategies
  • Global Market Trend Response
  • MS Office
  • Estate Planning Collaboration
  • Supervision
  • Budgets

Work Experiences

  • Collaborated with legal and tax professionals.
  • Achieved $18 capital appreciation for 9 clients.
  • Achieved consistent positive returns.
  • Contributed to a $3 gain in key portfolios.
  • Compared to traditional methods.
  • Contributed to a $5 gain.
  • Achieved results for clients over 2021 years.
  • Achieved Outstanding Service Award for exceeding revenue targets.
  • Actively managed discretionary portfolios for individuals and trusts with more than $3 under management, consistently outperforming benchmark indices.
  • Analyzed macroeconomic data.

Summaries

  • Achieved sustained above-market returns.
  • Client-focused wealth manager.
  • Achieved significant reductions in portfolio risks.
  • Aligned solutions with client-specific goals.
  • Achieved consistent 15% annual portfolio growth.
  • Accomplished wealth manager.
  • Adept at identifying market trends.
  • Adept at analyzing client financial goals.
  • Achieved significant capital appreciation for high-net-worth individuals.
  • Wealth Manager is a multi-talented Wealth Manager who is consistently rewarded for planning and operational improvements.

Accomplishments

  • Resolved product issue through consumer testing.
  • Proactively adjusted global equity allocations in response to emerging market trends, helping clients achieve above-benchmark returns during 2022 market volatility.
  • Collaborated with estate planning attorneys and tax advisors to create holistic financial plans, ensuring compliance with tax laws and enhancing client liquidity.
  • Generated new business leads through targeted client acquisition strategies, increasing the firm’s client base by 83% within 2017.
  • Introduced digital tools such as HubSpot to streamline financial reporting for clients, reducing turnaround time for reports by 47%.
  • Guided clients through critical retirement milestones, leveraging diversified strategies including annuities, bonds, and equities to secure lifetime income streams while minimizing volatility.
  • Developed ongoing educational workshops for clients on topics such as estate planning and tax-efficient investing, improving client knowledge and engagement.
  • Documented and resolved method which led to system.
  • Migrated over $3 in client assets from legacy platforms to more cost-efficient investment vehicles, delivering improved portfolio performance.
  • Secured 14 high-net-worth clients through strategic networking and referral systems, increasing the firm's assets under management by $2.

Affiliations

  • Society of Human Resource Management
  • Toastmasters
  • National Institute of Financial Planning
  • National Association of Estate Planners & Councils (NAEPC)
  • Certified Financial Planner Board of Standards, Inc. (CFP Board)
  • Institute of Certified Financial Planners
  • Financial Planning Association (FPA)
  • American Medical Informatics Association
  • International Council of Nurses
  • Institute for Private Investors (IPI)

Certifications

  • Certified Private Wealth Advisor (CPWA)
  • Microsoft Certified Systems Engineer (MCSE)
  • Certificate in ESG Investing by CFA Institute
  • Cisco Certified Network Associate (CCNA)
  • Apple Certified Associate (ACA)
  • Registered Investment Advisor (RIA)
  • Accredited Investment Fiduciary (AIF)
  • Certified Securities Operations Professional (CSOP)
  • Financial Risk Manager (FRM)
  • CompTIA A+ Technician

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