CHERYL NICHOLAS
CAPE CORAL, FL *****
239-***-**** *************@*****.***
Result-focused and highly motivated professional with 20 years’ experience improving business relationships and reputations, negotiating, advising, implementing strategies and overseeing company policies and standards. Composed, sharp and possessing extensive strategy and client engagement experience.
SKILLS
Strategic oversight KPI Management Communication
Recruiting Management Financial Analysis & Negotiation Business Management
Market Analysis Training & Development Relationship Management
PROFESSIONAL EXPERIENCE
ACCUQUOTE FINANCIAL
Financial Advisor
Remote: Jan 2022 – Present
Liaise with clients to understand their needs, resolve client complaints and issues, develop new business, and to provide value.
Develop financial plans for retirement, insurance, tax and investments.
Provide a broad range of investment solutions and products to help meet goals and offer in-depth guidance through financial planning services.
Design and implement asset allocation investment strategies in keeping with clients goals, risk tolerance, time horizon and liquidity requirements.
SWFL FINANCIAL GROUP
Business Compliance Manager
Cape Coral, Fl: 02/2014 – 12/2021
Analyzed internal business systems to ensure compliance with industry regulations and ethical standards.
Developed risk management strategies and designed control systems to address cases of violation of internal business policies.
Oversee all business operations relating to compliance including policies, investments, and procedures.
Coordinated with different department managers to review all departmental compliance policies.
Performed periodic audits on company procedures and processes.
KEMPER INSURANCE
Field Consultant
West Palm Bch, Fl: 07/ 2011 – 12/2013
Assisted businesses and individual identify the types of risk they may be exposed to and choose appropriate insurance policies to cover potential liabilities
Offered strategic advice on products and services, such as investments, insurance coverage and debt management tools.
Prepared or interpreting financial document summaries, investment performance reports and income projections for clients.
Regularly reviewed clients’ accounts and analyze their financial data to understand if life or economic changes are necessary to reach their financial goals.
RECRUITERING PROFESSIONAL INC.
Executive Recruiter
Remote: 03/2009 -10/2011
Responsible for full life cycle recruiting including direct sourcing, interviewing, final salary negotiations, presenting offers and closing on both the client and candidate side.
Partnered with hiring managers from a range of industries to determine current staffing needs, understand requirements and develop job descriptions.
Sourced for candidates utilizing websites, job boards, recruiting software, candidate networking and referrals.
Implemented and coordinated tactical recruiting plans to achieve clients' talent objectives while always instilling best practices and proposing enhancements to internal practice and processes.
GEORGE S. MAY INTERNATIONAL
Management Consultant/Project Manager
Park Ridge, IL: 05/2008 – 06/2011
Evaluated, recommended and created improvements to the internal controls and business processes thereby creating an awareness of the employee’s expectations which resulted in the achievement of personal and Company’s objectives.
Designed and applied appropriate project management standards for incorporation.
Organized and execute assigned business projects on behalf of clients including quality management, customer service, financial management, recruiting, purchasing, organizing, and planning according to client’s requirements
Managed project risks, including the development of contingency plans.
ATLAS FINANCIAL SERVICES
Sr. Employee Benefits Manager
Sarasota, Fl: 05/2005 – 05/2008
Developed trusted advisor relationships with key accounts, customer stakeholders and executive sponsors.
Prepared proposals by collecting, analyzing, and summarizing information and trends.
Developed new business with existing clients and conversely developed trusted advisor relationships with key accounts, stakeholders and clients.
Recommended benefits programs to management by targeting employee requirements, trends, and developments in benefits offered by other organizations.
Collaborate with Development team to identify and grow opportunities within territory.
MGA FINANCIAL SERVICES
Employee Benefits Specialist/Team Lead
Sarasota, Fl: 03/2003 – 12/2004
Initiated sales of financial services product and managed accounts while interacting with key stakeholders on a regular basis by leading meetings, resolving issues.
Developed effective open enrollment strategies that drive specific actions and communicates the benefits of change
Ensures compliance with federal, state, and local legal requirements by studying existing laws and regulations and updates to legal requirements.
Facilitate the review process and evaluate requested changes/edits with key stakeholders, includes hands-on execution of content development and refinement.
EDUCATION:
MBA, Masters of Business Administration
Webster University
BSc, Business & Finance
University of Technology, 2000