Financial advisor focused on fostering trust and cultivating partnerships based on financial accountability and transparency.Operates well in a highly-competitive environment in which leadership skills are the key to success. Excelling at interfacing with team members at all levels to meet and exceed organizational goals as well as meeting and surpassing client expectations. Extensive experience in financial aid strategies.
Developed financial analysis reports and presentations by applying acquired financial principles.
Properly administered funds under management and prepared monthly, quarterly and annual reports on their statuses.
Created and implemented short and long-term customized comprehensive financial strategies to help each client reach their goals.
Lectured on financial management strategies and problem resolution techniques among them financial aid and retirement planning.
Planned and publicized events, including negotiating vendor contracts and designing promotional materials.
Worked with groups as well as individual students with learning disabilities.
Planned and implemented new teaching structures for the LD-teaching team.
Assisted the LD-teaching team in class room settings.
Top 1% of class
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