In this position, I execute cross-book analytics aimed at enhancing client experience and ensuring standard compliance with government rules and regulations. I steer a team by devising and executing inclusive product training and presentation to achieve desired goals. I employ Microsoft and Financial platforms for designing financial reports and portfolio analysis for client presentations. I perform financial analysis to drive multiple financial reports and statements for individual client… Show more In this position, I execute cross-book analytics aimed at enhancing client experience and ensuring standard compliance with government rules and regulations. I steer a team by devising and executing inclusive product training and presentation to achieve desired goals. I employ Microsoft and Financial platforms for designing financial reports and portfolio analysis for client presentations. I perform financial analysis to drive multiple financial reports and statements for individual client reviews, client onboarding, and training based on digital capabilities. I execute cross-book analytics aimed at enhancing client experience and ensuring standard compliance with government rules and regulations.• Delivered quality support to multiple Senior Vice Presidents and Financial Advisors to achieve service goals.• Enhanced clients' satisfaction and retention rate by developing exceptional client onboarding procedures and providing assistance to clients on operating systems.• Accomplished white-glove service protocols in facilitating beneficiaries of high net-worth client's estates. Show less

Primary responsibilities included overseeing the finances of the village, new development, public safety, community/appreciation events, etc. Chair/Co-chair to Building and Zoning, Police and Special Events Boards

During this tenure, I oversaw efficient implementation of multiple projects by designing schedules and securing domestic/international business travel for US office executives. I streamlined existing procedures sales operations by assisting in all aspects, including designing sales presentations, processing/ invoicing purchase orders, and coordinating logistics details. • Managed US office budget and expenses in a close tie with US operations Vice President and China's corporate… Show more During this tenure, I oversaw efficient implementation of multiple projects by designing schedules and securing domestic/international business travel for US office executives. I streamlined existing procedures sales operations by assisting in all aspects, including designing sales presentations, processing/ invoicing purchase orders, and coordinating logistics details. • Managed US office budget and expenses in a close tie with US operations Vice President and China's corporate office's Chief Financial Officer to accomplish bottom-line objectives.• Coordinated product launches through active participation in Consumer Electronic Show.• Achieved 10% reduction in approved budget for first year's operating expenses. Show less

During this role, I cultivated trusted-based partnerships with several agencies aimed at providing marketing consultation and analyzing efficient execution of new innovative programs. I executed daily office activities in terms of managing supply orders and organizing client meetings. I managed customer accounts details through strategic guidance and training on relevant coverage. I led efforts to assist clients, while providing regular personal and commercial insurance reviews. Championed… Show more During this role, I cultivated trusted-based partnerships with several agencies aimed at providing marketing consultation and analyzing efficient execution of new innovative programs. I executed daily office activities in terms of managing supply orders and organizing client meetings. I managed customer accounts details through strategic guidance and training on relevant coverage. I led efforts to assist clients, while providing regular personal and commercial insurance reviews. Championed leadership to train and support 28 agencies, while serving as direct Manager to provide in-office consultations and coaching.• Applied Taleo applicant tracking system for pursuing communication with applicants, onboarding new employees, and generating reports.• Developed presentations and provided relevant subject content to meet desired goals.• Directed a team for achieving set goals in multiple districts, states, and corporate campaigns. Show less

I enhanced productivity, profits, and revenues, while steering a constant operating schedule to maintain consistency. I supported numerous government agencies in terms of applying for, and securing necessary permits, and utility disconnects. Directed OSHA training for workers with a keen focus on recognition, avoidance, abatement, and prevention of health hazards in workplaces to ensure employee safety.• Utilized Peachtree for reconciling accounts payable/receivable, managing payroll… Show more I enhanced productivity, profits, and revenues, while steering a constant operating schedule to maintain consistency. I supported numerous government agencies in terms of applying for, and securing necessary permits, and utility disconnects. Directed OSHA training for workers with a keen focus on recognition, avoidance, abatement, and prevention of health hazards in workplaces to ensure employee safety.• Utilized Peachtree for reconciling accounts payable/receivable, managing payroll, and processing invoices. Show less