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Skills

  • Cost reduction through vendor negotiations
  • Business Development
  • Communications
  • Compliance with financial regulations (framework)
  • Client acquisition and retention strategies
  • Charitable tax benefit maximization
  • Advanced asset allocation techniques
  • Client satisfaction scoring and improvement
  • Charitable giving strategies
  • Cross-functional collaboration with legal and tax teams

Work Experiences

  • Assessed client risk profiles.
  • Achieved a 73% growth in client assets under management by consistently identifying underperforming assets and reallocating them to high-yield investments.
  • Used positive motivational techniques to engage employees in business processes.
  • Reviewed and edited loan agreements to improve efficiency and accuracy.
  • Reviewed more than 6 financial statements per several months.
  • Achieved better coverage.
  • Used strategic risk management techniques to safeguard company assets.
  • Achieved overall savings of $4 on retirement withdrawals.
  • Achieved a 17% client satisfaction score.
  • Collaborated with the estate planning team to incorporate life insurance and gifting strategies, reinforcing tax-efficient wealth transfer.

Summaries

  • Wealth Planning Manager is a multi-talented Wealth Planning Manager who is consistently rewarded for planning and operational improvements.
  • Regulatory requirements and successful strategies for maintaining optimal controls are well-understood.
  • To meet and exceed business financial goals, successfully optimizes frameworks and cultivates cohesive teams.
  • Accomplished Wealth Planning Manager.
  • Recognized for motivating management team members to achieve their goals and fostering innovative work environments.
  • Built strong referral networks.
  • Well-organized, proactive, and able to adapt to changing circumstances.
  • Ambitious banker with extensive experience in bank leadership, fraud detection, and teller operations.
  • Recognized on a regular basis for outstanding performance and contributions to the Retail industry's success.
  • Certified professional in tax planning techniques.

Accomplishments

  • Generated 18% new business growth year over year through effective networking and referral sourcing.
  • Documented and resolved system which led to method.
  • Designed comprehensive investment portfolios, consistently outperforming market benchmarks by 49% over two years.
  • Optimized asset allocation strategy for 7 clients, improving portfolio performance by 45% over two years.
  • Led portfolio of over 11 high-net-worth clients, managing total assets exceeding $5 and providing tailored wealth planning services.
  • Executed metric, improving client satisfaction scores by 45% and streamlining the investment planning process.
  • Led the implementation of new financial reporting tools, reducing client report generation time by 77%.
  • Drove goal-setting workshops for clients, increasing wealth and retirement plan success rates by 72%.
  • Developed customized financial plans that aligned with clients’ long-term goals, leading to a 19% increase in plan adoption.
  • Established over 16 new client relationships within three years, resulting in a 38% increase in total assets under management.

Affiliations

  • American Bankers Association (ABA) - Wealth and Trust Division
  • American Academy of Financial Management (AAFM)
  • Institute for Private Investors (IPI)
  • Investment Management Consultants Association (IMCA)
  • CFA Society Phoenix
  • Global Association of Risk Professionals (GARP)
  • Project Management Institute
  • National Association of Personal Financial Advisors (NAPFA)
  • International Association for Quantitative Finance (IAQF)
  • Society of Women Engineers

Certifications

  • Apple Certified Associate (ACA)
  • Certified Portfolio Manager (CPM)
  • Life and Health Insurance License method
  • Microsoft Certified Systems Engineer (MCSE)
  • CompTIA A+ Technician
  • Certified Public Accountant (CPA) Massachusetts
  • Chartered Life Underwriter (CLU)
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant
  • Certified Fiduciary and Investment Risk Specialist (CFIRS)

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