Client-focused and personable Financial Services professional eager to contribute extensive talents toward supporting a successful financial advisor in growing revenues and clientele base.
Licensed, registered and experienced in financial services field especially with registrations, FINRA accounts, annual renewal, and compliance.
Significant P&L experience encompassing budget administration, cost control, purchasing, and accounting.
Strong instructional, leadership and training capabilities; adept at creating seminars, PowerPoint presentations, and workshops.
Considerable skills in client needs assessments, decision-making, risk management, problem solving, process improvements, and client education.
Substantial project management acumen and proven success in streamlining departmental workflow to enhance financial performance and operational productivity.
Extremely versatile; keen ability to quickly master new roles, responsibilities, and environments.
Highly respected for attention to detail and deadlines, integrity, and a team player work approach.
Able to create and execute innovative solutions to meet defined business goals and needs.
Raymond James Financial, 2007 to 2010
Assistant to Independent Financial Advisor
Spearheaded office management functions inclusive of business correspondence, coordinating travel arrangements and hotel accommodations, performing file management, and researching stocks and market activity.
Established, nurtured and maintained outstanding relationships with high-profile clients; provided first-rate service through facilitating money transfers, updating information, and processing forms.
Accurately and efficiently performed accounts payable.
Beaudry RV, Tucson, AZ, 2006
Partnered with Manager in reviewing, analyzing and approve units for financing.
Collaborated with Bank of America to coordinate and expedite approvals or denials.
Actively assisted finance managers in swiftly revolving issues with pricing or bank approvals.
The Temp Connection, Tucson, AZ; Accountemps, Paramus, NJ, 2004 to 2005
Bookkeeper / Contract positions
Completed temporary assignments which included accounting and bookkeeping services for an upscale restaurant, performing financial modeling and analysis for several business clients, and creating inventory reports and automated invoice forms for a non-profit organization.
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Professional Experience continued
MB Caf , 2004
Launched and operated small business by conducting in-depth market research, developing business plan, securing financing, procuring equipment, and recruiting staff.
Hired and trained service-driven employees, created marketing and advertising strategies, designed meal plans, and determined pricing.
Negotiated and administered contracts with vendors.
Metropolitan Life Insurance Co, New York, NY, 1994 to 2001
Financial Analyst & Budget Manager C Licensing & Registration
Established, implemented, monitored and managed in-house banking department operations.
Proficiently administered NASD Securities funds and annual Registration Renewal for MetLife.
Project-managed initiative to streamline, document and precisely map all functions for Client Services Division comprised of 10,000 employees.
Overhauled department s financial structure from corporate subsidized budget into self-funded organization.
Devised formula for monthly allocation of costs to multiple departments throughout MetLife.
Demonstrated sharp financial acumen in managing multiple budgets, and conducting frequent financial analysis, variance reporting, and forecasting.
Original Textiles, New York, NY, 1991 to 1994
Directed daily operations with an emphasis in inventory control, sales, staff management, and driving cooperative efforts with U.S. Customs and international brokers.
Confidently negotiated approval and release of all Letters of Credit with banks.
Seamlessly liaised with Client Production department to expedite delivery and approval of goods.
Scrutinized and approved expenditures while constantly exploring methods of generating savings.
Assistant to President, Malina Wong, New York, NY
Production Coordinator, Carter Hale Hawley, New York, NY
Stock Broker, Tampa, FL
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