Angelika Banks
Acworth,GA
Summary
Dynamic Licensed Financial Planner with a proven track record at World Financial Group, excelling in strategic financial planning and client relationship development. Enhanced client satisfaction through personalized services and effective risk assessments, fostering long-term partnerships. Demonstrated leadership in team collaboration and continuous education, driving improved financial outcomes for clients.
Overview
15
15
years of professional experience
Work History
Licensed Financial Planner
World Financial Group Wfg
04.2020 - Current
- Assisted clients in understanding insurance options and coverage details
- Supported policy renewal processes to ensure client retention
- Learned regulatory compliance requirements to maintain licensing standards
- Collaborated with team members to streamline customer service operations
- Developed comprehensive financial plans based on client goals and risk tolerance.
- Educated clients on various financial products, enhancing their understanding of options available.
- Collaborated with tax professionals to optimize client tax strategies and improve overall financial health.
- Conducted regular reviews of client accounts, adjusting strategies as market conditions changed.
- Established strong relationships with clients, fostering trust and long-term partnerships in financial planning.
- Led workshops focused on retirement planning, increasing community engagement and awareness of services offered.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.
- Implemented strategic asset allocation models to optimize portfolio performance while minimizing risk exposure.
- Increased client satisfaction by providing personalized financial planning services and investment recommendations.
- Conducted thorough risk assessments, ensuring appropriate asset allocation aligned with clients'' risk tolerance levels.
- Developed comprehensive financial plans for clients, resulting in improved long-term stability and growth.
- Analyzed clients'' financial situations to develop customized strategies for debt management and wealth accumulation.
- Advised business owners on succession planning strategies, facilitating seamless transitions during leadership changes or ownership transfers.
- Interviewed clients to determine current income, expenses, insurance coverage, tax status, financial objectives, risk tolerance and other information needed to develop financial plan.
- Managed sensitive client information with utmost discretion, building trust among existing and prospective clientele alike.
- Educated clients on financial topics and best practices.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
Owner/Operator
Carrillo Construction
01.2011 - 12.2023
- Managed construction projects from inception to completion, ensuring adherence to timelines and budgets.
- Supervised skilled tradespeople, delegating tasks and ensuring quality workmanship on-site.
- Developed and implemented safety protocols, enhancing workplace safety and compliance with regulations.
- Streamlined project workflows by optimizing resource allocation and scheduling processes.
- Oversaw team performance, providing mentorship and training to improve skills and productivity.
General Manager
Bojangles' Famous Chicken 'n Biscuits
07.2016 - 04.2020
- Oversaw daily operations, ensuring adherence to quality and service standards.
- Developed and implemented strategic initiatives to enhance customer satisfaction and retention.
- Led training programs for staff, fostering a culture of teamwork and high performance.
- Managed inventory controls, optimizing supply chain processes for efficiency and cost-effectiveness.
- Analyzed sales data to identify trends, adjusting strategies to maximize revenue growth.
- Collaborated with marketing teams on promotional campaigns, increasing brand visibility in the community.
- Evaluated employee performance regularly, providing feedback and support for professional development.
- Managed budget implementations, employee reviews, training, schedules, and contract negotiations.
- Managed a diverse team of professionals, fostering a positive work environment and high employee satisfaction.
- Cultivated strong relationships with clients, vendors, and partners to ensure long-term success and loyalty.
- Drove year-over-year business growth while leading operations, strategic vision, and long-range planning.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Managed staff recruitment, training, and performance evaluations to enhance team efficiency.
- Oversaw daily restaurant operations, ensuring high standards of food quality and customer service.
Education
No Degree - Business Management
Central State University
Wilberforce, OHSkills
- Leadership qualities
- Teamwork orientation
- Client relationship development
- Cash flow management
- Strategic financial planning
- Continuing education
Languages
Spanish
Native or Bilingual
Timeline
Licensed Financial Planner
World Financial Group Wfg
04.2020 - Current
General Manager
Bojangles' Famous Chicken 'n Biscuits
07.2016 - 04.2020
Owner/Operator
Carrillo Construction
01.2011 - 12.2023
No Degree - Business Management
Central State University