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FINANCIAL ANALYST

Multifaceted and goal-oriented professional with valuable experience managing in customer-driven and dynamic industries and recognized success in wealth management and investment-related sales, committed to pursuing a career as financial analyst. Highly motivated, dependable, and demonstrates professionalism in handling various organizational functions, with proven ability to work effectively in busy environments with positive results. Innovative and reliable individual with proven ability to achieve organizational goals while displaying effective multi-tasking and time management skills. Highly analytical with acknowledged reputation for integrity, sound business acumen and versatility in adapting to new roles, tasks, applications, and environments. Excellent analytical skills with keen attention to detail, ability to analyze situations, and research information to develop sound and ethical business solutions Enthusiastic individual and an excellent communicator, recognized ability to establish and maintain effective working relationships across cross-functional teams and diverse individuals at any levels and build strategic relationships with clients.

Core Competencies

Operations Management • Organizational Leadership • Financial Analysis • Customer Service • Cash Flow Management & Modeling • Policies & Procedure Compliance • Financial & Strategic Planning • Negotiations & Presentation Skills • Project Management • Client Relations Management • Community Outreach & Service Budgeting & Financial Reporting • Client Acquisition & Development • Financial Forecasting
Conflict & Dispute Resolution • Sales & Marketing • Business Development

PROFESSIONAL EXPERIENCE

Everest University, Tampa • FL 12/2010 – Present
Re-Entry Coordinator
Advised and re enrolled undergraduate and graduate students in line with the standardized university admission guidelines and procedures for degree completion. Created and implemented re-entry campaigns. Scheduled re-entry business office and financial aid appointments. Developed and maintained tracking system to measure weekly, monthly and quarterly progress. Provided a high level of personalized service to inquiries. Developed, implemented, maintained, and evaluated a system to increase re-entry percentages. Observed and adhered to all Company policies and best practices, and State/Federal rules and regulations. Scheduled and conducted appointments / interviews with prospective re-entry students.

Morgan Stanley, Smith Barney, Tampa • FL 4/2008 – 11/2009
Senior Financial Advisor
Prospected and engaged high net-worth clients in mutual funds, exchanged/traded funds and bonds. Utilized sound judgment in resolving various predicaments and scenarios relating to financial investments and account maintenance. Created and implemented marketing strategies to retain, cultivate and develop cross-selling opportunities. Utilized various marketing techniques to develop a book of business and ensured established sales goals are met. Interviewed clients to determine both short and long-term financial needs, researched investment options that best suit customers’ needs and educated clients on the benefits and potential financial risks. Monitored clients’ accounts to identify any areas of change or improvement issued reports to update clients on investment performance and discussed any changes on financial goals.

Merrill Lynch, Bradenton • FL 5/2006 – 3/2008
Financial Advisor
Evaluated client portfolios and managed assets in order to provide services in areas including, mutual funds, stocks and bonds while utilizing Series 7, 63 and 66. Created and implemented marketing strategies to target and generate new clients and potential referrals. Established and maintained client bases, updated current client plans and recruited new clients on an ongoing basis. Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance, and other information needed to develop a financial plan. Monitored financial market trends to ensure that plans are effective, and to identify any necessary updates. Recommended strategies clients can use to achieve financial goals and objectives. Analyzed financial information obtained from clients to determine strategies for meeting clients’ financial objectives.

Academic Financial Solutions, Tampa • FL 5/2005 – 3/2006
Senior Financial Loan Specialist
Applied and enforced risk mitigation controls, maintained a high level of data stewardship, adhered to policies, procedures and federal regulations as applicable, while providing exceptional service to commercial clients. Performed
a qualitative review, assessment and interpretation of internal and external legal documentation for adherence to policies, procedures and federal regulations to mitigate operational, documentation, reputation risk as appropriate. Initiated action to remediate any inaccuracies or exceptions prior to loan closing. Exercised independent judgment and decision making to resolve highly complex client issues relating to financial transactions and account information.
KeyHighlight:
Successfully established and executed goals, which generated $2M in revenue on a monthly basis.

Mortgage Investor’s Corporation, St. Petersburg • FL 2/2005 – 3/2005
Assistant Mortgage Counselor
Evaluated credit risk factors, granted and denied housing refinancing while applying credit principles in assessing loans and applications. Advised homeowners of the benefits in refinancing existing mortgages. Verified accuracy and consistency of specifications on documents. Responded to inquiries regarding refinancing mortgages.

Gunnallen Financial, Deerfield Beach • FL 10/2003 – 10/2004
Senior Financial Consultant
Established client base and created financial strategy to achieve long-term financial goals. Developed portfolios for clients and selected appropriate investments based on client age, desire for asset growth, need for diversification, risk profile and request. Performed technical analysis to assess current market development to provide the most beneficial advice. Assisted in executing project development plans.

EDUCATION AND CREDENTIALS

M.B.A., 8/2009-12/2011
Nova Southeastern University, Ft. Lauderdale FL
Concentration in Finance

B.S Business Administration, 9/1996-12/2000
Nova Southeastern University, Ft. Lauderdale, FL

LICENSES

Series 7-General Securities Agent
Series 63-Uniform Securities Agent
Series 66-Uniformed Combined State Law

PROFESSIONAL AFFILIATIONS

Member of the American Cancer Society Board of Director (Manatee Unit)
ASALH General Member (Randy Rankin Golf Tournament Committee)

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