Developed customized investment strategies that helped clients build personalized portfolios to help them reach their expected financial goals. Through developing relationships with clients, was able to effectively build investment portfolios and offer tailored support

Developed a good understanding of the business's model, objectives, issues, and challenges by interacting and collaborating with users and stakeholders. Produced reports and visualizations that provide easy to understand information resulting in an easier decision making process for stakeholders. Researched, analyzed, and recommended changes to business processes to improve operational efficiencies, quality, service, and profitability leading to much more accurate data allowing milestones to be… Show more Developed a good understanding of the business's model, objectives, issues, and challenges by interacting and collaborating with users and stakeholders. Produced reports and visualizations that provide easy to understand information resulting in an easier decision making process for stakeholders. Researched, analyzed, and recommended changes to business processes to improve operational efficiencies, quality, service, and profitability leading to much more accurate data allowing milestones to be reached. Supported cross-functional activities and working sessions during planning cycles which led to our stakeholders to more accurately be able to assess project priorities. Designed and prepared documentation, training materials, and communications supporting new processes resulting in alignment between cross-functional groups when decisions were being made by stakeholders. Show less

Acquired by Equitable Advisors

Through training and development of employees improved store ranking in multiple locations, leading to two new store build outs, as well as leading team from number eight to number four in organization, and number one in overall growth. Implemented strategic business planning and execution, elevated business sales from negative YOY losses to net growth of 20%. Raised key performance metrics through collaborative selling and streamlining processes to give customers better experience, leading to… Show more Through training and development of employees improved store ranking in multiple locations, leading to two new store build outs, as well as leading team from number eight to number four in organization, and number one in overall growth. Implemented strategic business planning and execution, elevated business sales from negative YOY losses to net growth of 20%. Raised key performance metrics through collaborative selling and streamlining processes to give customers better experience, leading to additional store build outs as well as double digit YOY growth. Conducted multiple projects to improve customers' overall buying experience and increasing consumer opportunities to do business with Verizon. Show less