Financial planning professional with a strong history of developing customized financial plans while working extensively with succession planning, investments and life insurance divisions.
Quickly adapt to new employment guidelines and procedures
Exceptional sales skills
Strong problem-solving capabilities
Energetic and proactive
Excellent work ethic
Strong interpersonal skills
Senior Grants Consultant, 12/2014
to 06/2016 Alma Consulting Group Česká republika s.r.o. – Prague,
Consultancy on EU funding opportunities for companies.
Develop project concepts reflecting client needs and EU funding programme requirements.
Manage the full project development process including: draft papers related to project content (analysis, study, strategy, policy paper etc.), developing project application and developing project budget.
Recommended investments and investment timing to companies, investment firm staff and the public.
Organize workshops and meetings with Clients.
Maintained friendly and professional client interactions at all times.
Trained new team members on applying due diligence procedures and regulatory mandates.
Client Service Manager (Professional Translation Services), 01/2012
to 11/2014 CRI Consulting s.r.o. – Prague,
Ensured client satisfaction with company´s service. Directed and controlled the processing and fulfillment of orders, fielded customer inquiries and resolved customer complaints.
Supervised other client services representatives.
Oversaw marketing campaigns.
Presented oral and written reports on general economic trends, individual corporations, and entire industries.