Business Development Digital Marketing

KN

PURPOSE

As a highly innovative

financial professional, I

firmly believe that to be

successful we must

innovate, elevate, and

inspire individuals in our

community. I am

passionate about

fostering relationships by

continuously evolving

strategies that nurture

and challenge individuals

with whom I engage.

NETWORK

Entreprenista

Master Networks/Fort

Worth Chapter

Girls, INC

Five Network

LICENSES

Series 7, Series 66, Texas

Life, Series 6, 26, 63

KATHERINE CHIN NEILL

VP Financial Consultant ***************@*****.*** 817-***-**** www.linkedin.com/in/katherine-neill-1234thrive

PROFESSIONAL

ONLY CHIN LLC FOUNDER AND CHIEF INNOVATOR – present LEAD INNOVATOR/CONSULTANT 2023 – present

• Spearhead business development and financial strategy consulting with a focus on increasing brand visibility, revenue, wealth design, and digital marketing integration.

• Provide strategic solutions and design for business owners, their employee, and families while fostering client relationships and driving business growth. EXECUTIVE ACCOUNT DIRECTOR

TOTAL HAIL SOLUTIONS 2024 (60 day/contract)

• Independent business consultant tasked with enhancing client satisfaction and internal communication processes.

• Conducted an in-depth analysis of business operations, production processes, company culture, and client experiences by collaborating with the CEO and team members.

• Developed an automated system with integrated qc checkpoints and signoffs to ensure quality control throughout operations.

• Created and implemented a new client relations role, hiring and training personnel using a custom 3-day onboarding program.

• Identified areas for improvement across sales, client satisfaction, and employee engagement, and established strategies to address them.

• Measured and analyzed progress post-implementation to ensure continuous improvement in key business metrics.

• Successfully completed the 60-day contract by delivering a roadmap for ongoing operational enhancements.

FIDELITY INVESTMENTS

INVESTMENT MANAGEMENT CONSULTANT 2007 – 2023

• Acted as a subject matter expert for Strategic Advisors managed solutions, guiding over 1000 households with a combined aum of $800 million.

• Specialized in complex financial planning, tax management, retirement, and income strategies, consistently delivering tailored asset allocation recommendations.

• Developed client-specific strategies by leveraging data analytics, global economic trends, and market conditions to enhance financial outcomes. KN KATHERINE CHIN NEILL

VP FINANCIAL CONSULTANT ***************@*****.*** 817- 987-9979 WWW.LINKEDIN.COM/IN/KATHERINE-NEILL-1234THRIVE EDUCATION

University of North

Texas

Bachelor of Business

Administration,

Entrepreneurship

Kent State University

Business

General (Dual Credit

while attending

Crestwood High School)

Cum Laude

Stanford University of

Business Executives

Design Thinking

Certification 2024

• Built and maintained strong client and business partner relationships, excelling in both face-to-face and virtual communication channels.

• Integrated innovative digital tools to provide clear and personalized financial guidance, driving client engagement and success.

EXPERIENCE

Fixer: Proven ability to identify and solve complex challenges. Influencer: Skilled at driving client decisions and influencing business outcomes. Innovative Solutions: Expertise in developing creative and effective solutions for business needs. Business Development: Strong track record of building and growing client portfolios, SalesForce, CRM, Book Management, Planning. Meta Business suite, Microsoft, Notion. Presentation: Effective communicator, adept at presenting ideas and strategies to stakeholders. Behavioral IQ: Proficient in understanding and applying behavioral insights in financial and business strategies.

Fluent in Consultative Language: Ability to effectively engage with clients using consultative selling techniques.

Visualization of Efficiencies: Skilled in analyzing and improving operational efficiencies. Adaptability: Versatile and capable of adjusting strategies and approaches in dynamic environments. KN KATHERINE CHIN NEILL

VP FINANCIAL CONSULTANT ***************@*****.*** 817- 987-9979 WWW.LINKEDIN.COM/IN/KATHERINE-NEILL-1234THRIVE

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