AUDREY REID

adw3kn@r.postjobfree.com 305-***-**** Miami, FL 33129

Summary

Bilingual, fluent in English and Spanish and conversational Portuguese, strategic thinker and committed team player who can work effectively and independently in challenging environments. Strong relationship building with internal and external partners, that would impact our growth. Focused Managing Director promoting more than 2 years of expertise successfully working for a Family Office. Highly knowledgeable in planning and implementing budgets, strategic initiatives, and employee training programs. Known for exemplary team building and project oversight skills. Gifted at working with all sorts of personalities.

Skills

• Business Leadership

• Management Team Building

• Performance Evaluation and Monitoring

• Client Relationships

• Business Development

• Budget Management

• Budget Development

• Team Leadership

• Finance and Accounting Oversight

• Decision Making

• Administrative Management

• Sales

Experience

Grupo Trusot Miami

Managing Director

08/2021 - Current

• Administrative, financial, and personal management within 5 corporations, Mangusta 110 yacht, 2 private Lear jets and real estate property for family business

• Responsible for all areas relating to financial reporting and management within the core businesses and develop and maintain accounting principles, practices, and procedures to ensure accurate and timely financial statements

• Handle private international fine art collection; assisting with exhibition installation Executing necessary paperwork, including property release forms Assist with condition checks and moving property to safe storage locations while maintaining established inventory and storage procedures Work with an art collector's insurance company to assist with specialized coverage policies that offer protection

• Direct day-to-day luxury yacht operations; scheduling staff from captains to the yacht crew, in accordance with business volume and budget constraints

• Manage owners’ private homes, staff, maintenance, budgeting all areas of monthly services

• Direct day-to-day Lear Jet operations: scheduling staff from pilots, co-pilots to the flight crew, in accordance with business volume and budget constraints Review owner statement pass-through financials Manage billing tasks and financial statement analysis; fuel/insurance costs Oversee maintenance, repairs, and inspections, and concierge services Responsible for owning the customer relationship/experience to include quoting, trip logistics, and effective communication

• Cut expenses and managed to save 30% in expenses within 6 months of hire

Fidelity Investments Walnut Creek, CA

Relationship Manager

06/2015 - 08/2017

• Initiated strategic business discussions with clients

• Provided proactive consultation and practice management solution to Clients

• Uncovering High Net Worth opportunities for asset consolidation

• Conducted basic guidance preparation discussions with clients that support the overall strategies for the client

• Effectively addressing a range of customer needs, to include mutual fund inquiries, asset allocation discussions, brokerage needs, basic deferred investments, trust, and estate planning, as well as income and retirement planning

• Deepened client relationships through long-term guidance

• Generated new leads through various prospecting methods, presenting opportunities to sell services and build larger client base.

• Built long-term relationships with lucrative clients by utilizing active listening, effective communication, and dynamic interpersonal skills.

• Achieved client loyalty through quality, productivity, service, and proactive management.

• Offered clients personalized options to answer wide range of needs.

• Proposed solutions and leveraged cross-selling opportunities to existing and new clients.

• Reviewed and analyzed client financial data to plan proposals.

• Managed $30MM-client portfolio of high-net-worth individuals, building rapport and relationships through consistent quality interactions. Managed to bring in 5MM in new assets the first year.

• Enticed clients to accept wealth management proposals to increase monthly business.

AXA Advisors San Francisco, CA

Financial Professional

09/2013 - 09/2015

• Accomplished Investment & Wealth Management professional

• I integrate concurrent priorities into customized, long-term strategies, Retirement Strategies, Tax Minimization Strategies, Estate Planning Strategy, and Legacy protection for both private and institutional client

• Helped personal clients and business owners articulate their financial goals, and in developing various wealth management strategies customized to their personal financial aspirations, as well as their business

• Install SEP/SIMPLE IRA and 401K retirement plans and facilitate enrollment meetings for employees.

• Expanded customer relationships by maintaining regular follow-up processes and rapport.

• Provided clients with information on bank accounts, institutional policies, financial products, and related services.

• Interviewed clients to determine income, expenses, financial objectives, and risk tolerance to develop successful financial plans. HSBC NEW YORK, NY

Senior Vice President Relationship

Manager

06/2010 - 01/2012

• Build and Maintain client base in Latin America

• Managed a 100MM portfolio and achieved personal production goals by expanding existing relationships and acquiring new business

• Provided targeted sales opportunities and proactively sell the full range of consumer and commercial products to current and potential clients

• Develop, manage and expand client relationships at a personal level to exceed client expectations

• Meet with current and potential affluent clients in country with greatest profit and growth potential, to discuss their financial requirements; sell appropriate consumer and commercial financial services products, including insurance and investment products, to meet their needs while developing and expanding account relationships

• Adhere to operational controls, including legal, corporate, and regulatory procedures to ensure the safety and security of client and bank assets HSBC LATIN AMERICA MIAMI, FL

Vice President Relationship Manager

12/2006 - 06/2010

• Build and Maintain client base in Latin America

• Managed a portfolio of 75MM

• Worked comprehensively with investors and families in South America to increase brand awareness and capture new relationships

• Discover new cross sell opportunities in existing client portfolio increasing wallet share and product penetration to improve client loyalty

• Provide targeted sales opportunities and proactively sell the full range of consumer and commercial products to current and potential clients

• Develop, manage, and expand client relationships at a personal level that exceed client expectations

• Meet with current and potential affluent client in country with greatest profit and growth potential, to discuss their financial requirements; sell appropriate consumer and commercial financial services products, including insurance and investment products, to meet their needs while developing and expanding account relationships

• Travel to Latin-American to visit new prospective clients and review existing client's portfolio

Merrill Lynch Global Private Client Group

Miami, FL

Relationship Management and Sales

Associate

12/2000 - 10/2006

• For the Latin America Market

• Serve as key team member in the brokerage services of fiduciary, investment management and private banking services to new and existing high net worth clients

• Establish and maintain strong relationships with fixed income investment client to continually drive revenue growth

• Financial forecasting and portfolio analyst of equity, fixed income, mutual funds, debt securities, alternative investments, managed portfolios

• Analyzed client financial portfolios, to determine asset allocation

• Rebalance and manage clients' portfolio periodically and interface with the clients regarding their needs and concerns regarding their accounts

• Process bank loans, letter of credits, processed KYC, new accounts, trust accounts, offshore corporate accounts, increase and decrease credit lines, DVP, RVP, wire transfers, journal entries, ACAT, currency bank transfers, DTC

• Mercantile Foreign Currency Exchange operations daily and negotiate rates

• Create proposals and presentations of new products to existing clients and prospects

• Create product strategies for products new to the Latin America market and direct new products into an investment channel Education and Training

MDC ~ Miami Dade College Miami – 2003

Associates Degree

Languages

English:

Native/ Bilingual

Spanish:

Native/ Bilingual

Portuguese:

Limited

Accomplishments

• Drove 60% improvement in 6 months profits through aggressive organization and relationship building.

• Led team to achieve a budget strategy, earning recognition from upper management and financial reward. Certifications

• Previously Licenses Series 7, Series 63, Life, Health, and annuity

• Certified Yoga Instructor

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