Finance Professional with SIE/Series 6, 63 - Executive Leadership MSc

ASACIA BROWN-POULLARD

Orlando, FL ********@*******.*** 832-***-**** LinkedIn

SUMMARY

Detail-oriented and client-focused finance professional with SIE and Series 6 and 63 licenses and a Master’s in Executive Leadership (Dec 2024). Experienced in financial analysis, regulatory compliance, and client relationship management. Adept in Salesforce, Excel, and financial tools. Known for delivering tailored financial solutions, optimizing operations, and collaborating across teams. Seeking a finance role to drive strategy and growth in a dynamic environment. EDUCATION

FISK UNIVERSITY Nashville, TN

Master of Science, Executive Leadership December, 2024

● R.I.S.E. Scholarship recipient and scholar

● Kelly Miller Smith Foundation “Post Liberatem, Pax” Award Recipient

● GPA: 3.8/4.0

● Relevant Coursework: Healthcare Informatics, Leadership and Organization, Understanding Data and Analytics FISK UNIVERSITY Nashville, TN

Bachelor of Science, Business Administration, Financial Economics May, 2023

● Ella Shepard Moore Provost Scholarship Recipient, UNCF Scholarship Recipient

● GPA: 3.5/4.0

● Relevant Coursework: Investment Analysis, Business Finance, Corporate Financial Management CERTIFICATIONS & TECHNICAL SKILLS

● Series 6, 63, and SIE Certified

● Proficient in Excel (Pivot Tables, VLOOKUP), Salesforce, Financial Modeling, CRM Software

● Exposure to Tableau, SQL, Oracle, QuickBooks

● Languages: Fluent in French, Conversational in Spanish PROFESSIONAL EXPERIENCE

WELLS FARGO BANK Nashville, TN

Relationship Banker (SAFE)July 2024 – October 2025

● Prepare client financial overviews and recommend products based on long-term goals, cash flow, and investment planning for accounts over $200k

● Conduct customer needs assessments and deliver customized solutions using Wells Fargo financial products and services

● Maintain full regulatory compliance and cross-sell investment accounts while tracking KPIs and sales goals

● Utilize Salesforce CRM to track and manage client data, follow-ups, and cross-sell opportunities

● Contribute to financial forecasting and branch-level performance tracking to support quarterly planning WINGED KEEL GROUP New York, NY

Client Services Summer Intern June 2023– August 2023

● Supported financial modeling and insurance analysis for portfolios over $20M in value

● Managed Salesforce tracking dashboards for account data, helping streamline compliance processes

● Created reports and visualizations in Excel to support client meetings and strategic decisions

● Conducted financial research to support underwriters and senior advisors in client investment strategies LEADERSHIP & ACTIVITIES

KAPPA ALPHA PSI INC. DIAMOND KOURT Nashville, TN

MISS KAPPA ALPHA PSI Feburary, 2023 – May, 2023

● Led campus events and community initiatives to promote community service and scholarship. Organized fundraising events and represented the chapter in public relations efforts in the Nashville, TN area. INTERESTS

Investment Funds Trading Economic Development Market Research Sports Analysis Luxury Beauty

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