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Skills

  • Sales professional
  • Human resources knowledge
  • Digital client reporting tools adoption
  • Business Development
  • Collaborative financial planning with specialists
  • Revenue generation
  • Business operations
  • Bank security expert
  • Customized financial modeling
  • Client relationship management

Work Experiences

  • Contributed to 73% reduction in clients' debt-to-income ratios.
  • Achieved a 50% growth in total assets under management.
  • Used positive motivational techniques to engage employees in business processes.
  • Advised high-net-worth clients on wealth management strategies, achieving a 46% growth in total assets under management over 6 months.
  • Achieved results within 18 months.
  • Advised high-net-worth clients on wealth management strategies.
  • Achieved a 17% client satisfaction score.
  • Achieved an average return of 71% on investment.
  • Achieved overall savings of $4 on retirement withdrawals.
  • Met deadlines by proactively managing individual and team tasks and implementing standard processes.

Summaries

  • Achieved results over one year.
  • Dedicated Wealth Planning Manager with 6 years of administrative and operations management experience.
  • Adept at utilizing SAP.
  • Client-focused Wealth Planning Manager.
  • Advanced asset allocation strategies.
  • Accomplished Wealth Planning Manager with over 9 years of experience advising high-net-worth clients, delivering strategic financial plans that maximize growth and minimize risk.
  • Accomplished Wealth Planning Manager.
  • Dedicated to learning, growing, and succeeding in Retail.
  • Recognized on a regular basis for outstanding performance and contributions to the Retail industry's success.
  • Collaborative Wealth Planning Manager skilled in working with legal, tax, and insurance teams to deliver holistic, client-focused financial strategies.

Accomplishments

  • Resolved product issue through consumer testing.
  • Developed strategic initiatives that increased client wealth retention metrics by 81% year over year.
  • Delivered advanced debt-to-income ratio analysis for 6 ultra-high-net-worth clients, leading to strategic loan restructuring.
  • Presented market trends analysis and investment opportunities to over 6 clients, resulting in 22% increase in client-portfolio growth.
  • Enhanced estate and tax planning solutions, reducing client liabilities effectively by 64%.
  • Implemented an integrated estate planning process, reducing setup times by 57% and enhancing execution accuracy.
  • Led portfolio of over 11 high-net-worth clients, managing total assets exceeding $5 and providing tailored wealth planning services.
  • Collaborated with team of 14 in the development of framework.
  • Led the implementation of new financial reporting tools, reducing client report generation time by 77%.
  • Optimized asset allocation strategy for 7 clients, improving portfolio performance by 45% over two years.

Affiliations

  • Freemason
  • International Real Estate Society (IRES)
  • Project Management Institute
  • Private Wealth Management Association (PWMA)
  • Lions Club
  • Association for Supply Chain Management (APICS)
  • Financial Planning Association (FPA)
  • Chartered Financial Analyst (CFA) Institute
  • Global Wealth & Investment Management (GWIM)
  • American Bankers Association (ABA) - Wealth and Trust Division

Certifications

  • Cisco Certified Internetwork Expert (CCIE)
  • CompTIA Security+
  • Chartered Life Underwriter (CLU)
  • Chartered Alternative Investment Analyst (CAIA)
  • Certified Public Accountant (CPA) Massachusetts
  • CompTIA Network+
  • CEB Retirement Planning and Transitioning Certificate
  • Certified Public Accountant
  • Project Management Professional (PMP)
  • Cisco Certified Network Associate (CCNA)

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