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Skills

  • Insurance decisions
  • Tax law expertise
  • Investment planning
  • Client financial advisory
  • Retirement needs
  • Business operations
  • HubSpot proficiency for financial reporting
  • Budget forecasting and management
  • Supervision
  • Educational workshops on financial literacy

Work Experiences

  • Coached clients on managing financial stress.
  • Advised clients on tax-efficient wealth-building opportunities.
  • Transported Jira to two years customer locations.
  • Acted as the go-to financial consultant for Brightline.
  • Achieved a 35% boost in customer loyalty.
  • Oversaw the quality assurance program, which included on-site assessments, internal audits, and customer surveys.
  • Oversaw the delivery of procedure project by process team, which resulted in procedure.
  • Achieved 78% return on investment.
  • Analyzed portfolio performance trends.
  • Saved $18 by putting in place cost-cutting measures that addressed long-standing issues.

Summaries

  • Proven leadership, operational excellence, and organizational development skills, as well as a thorough understanding of the procedure business.
  • Client-focused advisor.
  • Adept at portfolio diversification.
  • Overall morale and productivity are boosted by experience in policy development and staff management procedures.
  • Clear understanding of quality assurance and process improvement as well as team leadership training.
  • Customer satisfaction is important to me, so I'm resourceful, hardworking, and passionate about it.
  • Collaborative team player.
  • Financial Foundations Specialist with 6 years of successful strategic planning and budget management experience.
  • Deals with a wide range of financial issues, such as retirement planning and insurance advice.
  • Achieved results over 18 months.

Accomplishments

  • Used Microsoft Excel to develop inventory tracking spreadsheets.
  • Created and led a financial instruction program that saved business clients an average of 14 in unnecessary costs.
  • Implemented HubSpot to enhance portfolio tracking, allowing clients to make faster, more informed decisions on their investments.
  • Trained and developed a team of 3 financial advisors, enhancing client satisfaction scores by 67%.
  • Resolved product issue through consumer testing.
  • Collaborated cross-functionally to deliver custom risk management strategies, mitigating potential losses totaling $13.
  • Collaborated on high-impact client acquisition campaigns resulting in $10 in new assets under management over three years.
  • Successfully implemented an asset reallocation strategy that increased portfolio value by $10 over the past year.
  • Collaborated with team of 12 in the development of framework.
  • Reduced operational expenses by 28% through process automation and enhanced customer onboarding strategies.

Affiliations

  • International Council of Nurses
  • Lions Club
  • Chartered Financial Analyst (CFA) Institute Affiliate
  • National Association of Insurance and Financial Advisors (NAIFA)
  • Certified Fraud Examiner (CFE) Institute Affiliate
  • Project Management Institute
  • Investment Management Consultants Association (IMCA)
  • Society of Women Engineers
  • Risk Management Association (RMA) Membership
  • Rotary International

Certifications

  • Series 66 - Uniform Combined State Law Exam
  • Series 7 - General Securities Representative
  • Salesforce
  • Accredited Asset Management Specialist (AAMS)
  • Cisco Certified Internetwork Expert (CCIE)
  • Certificate in Investment Performance Measurement (CIPM)
  • Certified Fund Specialist (CFS)
  • Licensed Financial Analyst (LFA)
  • Certified Income Specialist (CIS)
  • Certified Wealth Strategist (CWS)

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