- Identified deficiencies in strategic planning processes and initiated a data-driven overhaul by introducing KPIs and implementing a comprehensive framework that enhanced overall planning efficiency- Improved executive decision-making by analyzing competitive intelligence, market trends, industry bestpractices, and emerging risks and opportunities, and presenting information to optimize strategic outcomes- Fostered collaboration among cross-functional teams to successfully implement strategic initiatives, ensuring alignment with market demands and improving overall planning cohesion- Streamlined board communication by transforming complex data into clear and compelling presentations, enhancing understanding and facilitating better alignment and informed outcomes

- Led comprehensive product pricing by directing a company-wide price change, collaborating on promotions, and maintaining healthy margins to optimize pricing strategy and boost profitability- Performed analyses and utilized advanced statistical techniques to forecast sales for 18 international markets, providing precise targets and trajectories for effective planning and resource allocation- Created and delivered reports with valuable market insights used to enhance productivity in the APAC and EMEA regions, contributing to increased operational efficiency- Managed a team of analysts to ensure timely delivery of accurate data and reports to decision-makers and stakeholders, meeting crucial project deadlines

Work with high value clients to facilitate complex trading and large-dollar transactions. Provide assistance and direction to tier I financial representatives, portfolio specialists, client management associates, and service support representatives in order to fulfill difficult client requests.

Improved client relationships by assisting customers in achieving retirement goals and investment objectives while providing excellent customer service. Increased assets under management and added 100+ leads to the sales pipeline by utilizing current client relationships and actively uncovering new opportunities. Enhanced team efficiency by instructing team members on building customer relationships to achieve high customer ratings. Licensed with Series 7 and 63 and placed securities trades of stocks, bonds, and mutual funds in the market for current clients.