Financial Management

Financial Services & Investment Management Professional

Fast-learning and detailed financial services associate with over 6 years of progressive experience in the banking and brokerage industry who is able to work with all levels of management to drive business. Proved strong organizational and time management skills to effectively manage multiple priorities and meet established deadlines.

Areas of Expertise

Business Development

Valuation

Discounted Cash Flow

Relationship Management

Financial Modeling

Bloomberg AIM

Financial Research

Charles River

GAAP Accounting

Financial Planning

Investran

FlexTrade

Aladdin

DST Sales Connect

eFront

Professional Experience

United Bank January 2019- present

Investment Analyst

Conduct regular and as assigned investment and portfolio research projects and stays informed of developments in the market

Work closely with Portfolio Managers in the management of client assets

Create asset allocation programs for execution with client accounts and provide recommendations to portfolio management

Process trades, capital actions and maturities

Responsible for all appropriate completion of paperwork and records maintenance

Participate in the development of departmental strategy based on management's philosophy and objectives

Provide account management to assigned customers

Work closely with trading, operations and client service areas

Financial modeling and cash flow analysis

Financial statement audits

Wells Fargo advisors August 2017- January 2019

Financial advisor

Connect with clients, either in person or via telephone, to collect financial information, assess investment profile, and provide clients with financial related advice consistent with client goals and risk tolerance

Ensure appropriate documentation of each client contact

Leverage local and centralized resources of the firm to include key product and service groups, to meet the clients’ range of financial needs

In addition, is responsible for providing expertise to clients regarding advantages and disadvantages of different financial products and determines which financial products are suitable for client needs and financial circumstances.

Produce research material on asset classes (equities, ETFs, and fixed income) to provide to clients in order to make investment decisions

Work with clients to obtain long and short-term investment strategies

Research market conditions and analyze portfolio performance and analyze portfolio risk.

Review and analyze financial and accounting information

Ameriprise Financial July 2014- August 2017

Financial Consultant

Ability to communicate investment strategies in a clear and concise manner to retail clients and business partners that enables clients to make informed investment decisions

Practice Support duties may include: scheduling client or wholesaler appointments, entering client data into various applications, closing financial plans and maintenance of plan tracker, addressing client assignment issues, setup of new advisor workstations, assisting advisor in preparation for follow-up to client meetings and correspondence, printing and distributing of reports.

Implement investment strategies

Experience presenting investment strategies to retail clients and business partners through face-to-face and phone meetings

Suntrust Bank September 2013-March 2014

Client services specialist II

Partner with Financial Advisors to drive revenue

Performed account reconciliations and executed problem resolution techniques to resolve account discrepancies

Surpassed branch sale quotas by developing, expanding, and retaining client relationships

Open new accounts, answers and services client phone calls and performs various projects

Suntrust bank May 2013-September 2013

Personal Banker

Ensured compliance with internal controls, operational procedures and risk management policies.

Provided industry leading client service experience through assisting and supporting all aspects of the development and expansion of new and existing clients

Utilized resources to conduct effective consultative client engagements

Identified and made appropriate referrals to other lines of business to meet client wants and needs.

Certifications

Series 7, Series 66, Virginia Life and Health license

EDUCATION

Investment Banking Institute- Financial Modeling and Valuation training April 2018

Completed a four-week intensive course on financial analysis, valuation methodologies and advanced financial modeling

Performed company valuations utilizing (I) comparable public company analysis, (II) precedent transactions analysis and (III) discounted cash flow (DCF) analysis

Built fully-integrated financial statements projection model, LBO model, accretion/dilution merger models, including ability to run operational and capital structure sensitivities within models

Wharton School-Coursera-Fundamentals of Financial Modeling February 2018

coursera.org/verify/HCQU7JXRFS8C

Old Dominion University- BA in Business Administration: Management May 2012

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