Finance Professional with Client-Focused Strategy
Resume:
Natalie Kiboneka
*******.********@*****.*** LinkedIn 209-***-**** Tampa, Florida
EDUCATION University of Miami
Major: Bachelor of Business Administration in Finance; Minor: Quantitative Economics Coral Gables, FL
GPA: 3.75
Honors: Dean’s List, Provost’s Honor Roll
Scholarship: Canes Achievement Award
Graduated May 2020
EXPERIENCE WillScot Tampa, FL
Territory Sales Manager April 2025 – July 2025
• Built and maintained client relationships to deliver tailored solutions, ensuring strong customer satisfaction and repeat business.
• Prospected new opportunities and managed a pipeline of clients, stayed organized and proactive with follow-ups.
• Completed administrative tasks including Salesforce notetaking, email correspondence, and opportunity tracking. Brandes Investment Partners San Diego, CA (Remote)
(Temporary) Senior Audit Compliance Analyst July 2024 – September 2024
• Supported compliance and onboarding processes by maintaining accurate records and ensuring timely follow-ups.
• Collaborated with cross-functional teams to address administrative needs and streamline workflows.
• Managed documentation and meeting outputs with strong attention to detail, ensuring consistency and organization.
• Provided clear communication and updates to stakeholders, reinforcing trust and operational efficiency.
• Handled administrative functions resulting from Records Retention Meetings including maintaining and distributing updates. Fiduciary Trust Company International New York, NY
(Temporary) Relationship Associate June 2023 – April 2024
• Developed and presented customized PowerPoint presentations featuring comprehensive Excel data analyses for internal review, enhancing decision-making prior to client engagements by portfolio managers.
• Manage and execute a variety of daily monetary transactions, including international wiring, loan servicing, and domestic transfers, ensuring timeliness and accuracy.
• Oversaw the full lifecycle of client accounts, from initiation to closure, providing regular updates and communication to optimize client relations and satisfaction.
• Compile and sustain a meticulous daily cash flow forecast to prevent overdrafts, ensuring the financial integrity of client accounts. Angelo, Gordon, Co. L.P. New York, NY
Client Service Analyst July 2022 – March 2023
• Attended to inquiries in a timely manner on accounting, investment, and financial decisions to ensure client satisfaction.
• Validated RFPs and DDQs to verify the information by consulting various teams, to secure an investment for the company.
• Initiated and managed a global client engagement project that improved client relations and compliance. Bank of America’s Private Bank New York, NY
Wealth Management Analyst May 2020 – July 2022
• Engaged in a comprehensive two-year rotational program, gaining cross-functional expertise through sequential placements in Relationship Management, Trust Services, and Investment departments.
• Delivered exceptional client service by promptly addressing inquiries, managing financial transactions, and developing tailored investment review documents to inform client decisions.
• Partnered with cross-functional teams to improve processes and elevate client experience.
• Regularly engaged in client-facing meetings and executive-level discussions. INTERNSHIP EXPERIENCE Bank of America’s Private Bank New York, NY
Wealth Management Summer Analyst June 2019 – August 2019
• Participated in a 3-month rotation program that transitioned from Relationship Management, Trust Services, and the Investments departments within the Private Bank.
• Attended professional development programs throughout the summer to further my knowledge about the Private Bank. SKILLS, ACTIVITIES & INTERESTS Skills: Excel, PowerPoint, Word, Salesforce, Jira
Languages: Conversational Proficiency in Spanish
Activities: University of Miami Peer Tutor – Level 1 CRLA Certified and Zeta Tau Alpha Head of Social Chair Interests: African safaris and Podcasts
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