*Simmons Bank acquired Landmark Bank officially in October 2019.Wealth Management & Trust Department- Manages individualized municipal bond portfolios utilizing laddered strategy while incorporating total return objective.- Institutes relative value analytical approach during individual bond selection process.- Constructed US Treasury portfolio for risk-adverse client while providing up to date income information for the advisor and client.- Executes strategies for portfolios in line with pre-stated target objectives.- Conducts scenario testing as part of fixed income and overall portfolio diversification analysis.

Wealth Management & Trust DepartmentEntrusted with responsibility of the management, activity and analysis of individualized bond portfolios within Wealth Management Investments. Through the uniform parameters including duration, credit and spread analysis of fixed income instruments, I research and manage purchase/swap opportunities while maintaining a ladder strategy to fulfill an income-driven mission for risk-adverse clients. - Manages individualized municipal bond portfolios utilizing laddered strategy while incorporating total return objective.- Institutes relative value analytical approach during individual bond selection process.- Constructed US Treasury portfolio for risk-adverse client while providing up to date income information for the advisor and client.- Executes strategies for portfolios in line with pre-stated target objectives.- Conducts scenario testing as part of fixed income and overall portfolio diversification analysis.- Successfully completed APMA® certification with new objective of Chartered license

Primarily responsible for stock market research and investment analysis. With multiple resources available such as Bloomberg and Morningstar, I am able to thoroughly investigate any changes, news and any updates to a security, a fund or the stock market for the benefit of our clients. - Collaborated with Portfolio Managers and the Chief Investment Officer to develop, incorporate and maintain strategies while mitigating risk.- Initiated security trades in client portfolios on a tax efficient basis.-Generated performance measurement reports and client meeting account review documents for the Wealth Management Team. -Organized all managed and in-transition accounts for the Wealth Management department during a temporary staff change. - Implemented a task flow system to ensure timely completion of trade executions and responses to Wealth Advisor inquiries.- Coordinated with Operations analysts in the accounting firm and the Wealth Management department to ensure proper trade settlement and reconciliation. -Collaborated with the Investment Team to transact pre-determined rebalances in client portfolios.-Promoted to Senior Portfolio Analyst March 2018 reflecting preparation in taking on more responsibilities for the role.

-Developed strategies to enhance sales tactics for the branch and increase numbers.-Collaborated with the Teller Supervisor and Branch Manager with audit-related tasks and compliance requirements to diminish risk and loss.-Investigated incoming credit applications, credit exceptions and analyzed credit application underwriting for the branch to reduce the bank's overall risk. -Organized monthly employee meetings to engineer individually-specific career paths and facilitate professional growth . -Initiated sales referrals to customers and non-customers, business and personal, while maximizing customer satisfaction.

-Created sales games and cross-selling tactics to elevate morale and promote motivation for branch employees.-Solely responsible to represent the branch as the Business Champion, tackling tougher sales thresholds for further Business Banking exposure.-Strengthened customer relationships through referral methods and appointments such as financial reviews, Financial Advisor introductions and Private Banking joint meetings. -Collaborated with Audit Manager and branch management to upkeep current compliance protocols and successfully passed all bank audits.-Solved customer complaints promptly while ensuring an overall customer satisfaction experience. -Prepared for and succeeded in achieving Series 6, 63 and 65 required for Investment client referrals and additional incentive options.