Highly skilled financial services professional with over 25 years of experience in the industry. My background encompasses a broad range of financial services, including investment management, wealth advisory, risk assessment, and financial planning. Throughout my career, I have consistently achieved outstanding performance and built strong relationships with clients by providing expert guidance and personalized solutions.
• Consistently achieved a 90% client retention rate, delivering innovative solutions, and licensed products including life and health insurance, college and retirement planning, business solutions, investing, and long-term care insurance, employing an entrepreneurial approach.
• Cultivated strong relationships to identify client needs and provided suitable solutions from a diverse product inventory.
• Conducted individual meetings and group presentations, delivering comprehensive reports, policy benefits, and guidelines.
• Educated and advised clients on coverage benefits based on their specific requirements, leveraging deep knowledge of insurance policies and requirements.
• Analyzed financials and developed comprehensive plans aligned with individual insurance needs and financial goals.
• Ensured compliance with licensing and federal/state regulatory guidelines.
• Proactively maintained client satisfaction through regular follow-up, addressing inquiries, and introducing new products.
• Maintained an exceptional portfolio, generating annual revenues ranging from $250,000 to $5 million.
• Leveraged consultative sales techniques to prospect new business, strengthen existing relationships, and recommend financial solutions.
• Consistently achieved sales goals by acquiring new clients and enhancing relationships with a proven track record.
• Specialized in business lines of credit, equipment financing, commercial real estate loans, cash management/treasury services, and private practice lending.
• Conducted thorough financial analysis, including cash flow analysis, interpretation of financial statements, and assessment of industry trends.
• Excelled in prospecting, networking, and identifying new business opportunities through client visits and cold-calling activities.
• Leveraged insights, ideas, and relationships proactively to generate new and incremental business.
With over 11 years of experience in the financial services industry, I am a driven and motivated branch manager who leads by example and inspires others to achieve their goals. I have a proven track record of delivering exceptional customer service, increasing branch profitability, and managing compliance and operations functions.
I am detail oriented with several years of customer service and financial experience. I am also a team player with strong technical skills and experience in training new team members.
Anti-Money Laundering Analyst actively looking for a new opportunity. My previous role as a Business Analyst in the Financial Intelligence Unit at American Express has provided me with experience working Due Diligence Investigations, writing SARs for fraudulent activity, and understanding the risk appetite of the bank.
I have 8 years experience in the administrative field. I worked in the finance, education, engineering and construction departments.
In my role, as an operations manager, I have consistently demonstrated my ability to drive positive change within the organization. I’ve led the implementation of new systems that have significantly enhanced efficiency and organization in our day-to-day operations.
