Client-services oriented, versatile and strategic professional combining strong leadership, analysis and industry experience with well-developed client relations skills. Vast industry experience, including client services leadership, operations, training, M&A integrations, ultra-high net worth client relations, business development, marketing, compliance and custodian interface. Success creating and implementing procedures, reports, internal controls and best practices to reduce costs, improve client services and increase overall efficiencies. Throughout my career, I have advocated for clients to support each of their goals and successes. My energetic and approachable personality allows me to effectively engage with each client, understand each client’s specific needs, and develop solutions to meet those needs. I continually establish long-term, meaningful relationships that deliver value to an organization’s clients.In addition, I work effectively in independent roles, deliver high levels of organization and time management, and foster a collaborative environment built on integrity and trust. Along with my MBA from the Grand Canyon University, I hold an undergraduate degree in General Education from Northern Illinois University, a Financial Paraplanner Qualified ProfessionalSM (FPQP) and completed Certified Financial Planner coursework.As past Officer for Savant’s Toastmasters Club. 2010, I was recognized by the Rockford Chamber of Commerce as one of their “40 Leaders Under 40.”A few of my other areas of focus include: Mergers and Acquisitions (M&A), competitive analysis, trust relationships, back office administration, financial administration, custom custodial relationships, death transfers, multi-generational family relationships, SEC regulations, brokerage transfer executions, and online performance. My technical skills include Tamarac, DocuSign, Share File, Salesforce, Microsoft Dynamics, Webprocessing, Cloud based programs, Reflective / KPI, Charles Schwab, Fidelity, and TD Ameritrade.
Listed skills include Customer Relations, Sharepoint, Oracle Financials, Brokerage, and 21 others.
