Angelique Bonilla
Fayetteville,NC
Summary
Experienced in financial planning, client services, and investment management, with a strong track record in delivering personalized advice and strategies to meet client goals. Brings a solid background in customer relations and office administration, coupled with expertise in HR operations, policy review, and data management. Eager to leverage these skills to enhance clients' financial success and improve organizational practices.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Human Resources Assistant
Gusto
Remote
06.2017 - 12.2020
- Provided administrative support to the HR department, including scheduling interviews, processing paperwork, and maintaining employee files.
- Coordinated employee engagement activities and company events to boost morale and team cohesion.
- Assisted with the recruitment process, including job postings, resume screening, and interview scheduling.
- Filed paperwork, sorted, and delivered mail and maintained office organization.
- Screened applicant resumes and coordinated both phone and in-person interviews.
- Administered compensation, benefits, and performance management systems at direction of supervisor.
Licensed Registered Representative
Charles Schwab
Remote
12.2022 - 06.2024
- Managed client portfolios, providing strategic advice and investment recommendations to optimize financial performance
- Conducted comprehensive financial analyses to identify investment opportunities and minimize risk
- Developed tailored financial plans to meet the specific needs and objectives of over 200 clients
- Educated clients on stock market fundamentals, investment products, and asset management strategies
- Maintained compliance with all regulatory requirements and stayed updated on market trends and financial products.
Senior Client Advocate
Bank Of America
Remote
12.2021 - 12.2022
- Provided high-level financial advice to clients, focusing on investment management, retirement planning, and estate planning
- Enhanced client retention by 30% through exceptional advisory services and maintaining high satisfaction rates
- Spearheaded a team of junior financial advisors, offering training and guidance to improve service delivery
- Analyzed market conditions to advise clients on potential financial impacts and adjustment strategies
- Collaborated with other financial professionals to develop integrated solutions that addressed complex client needs.
Team Manager
Fit4life
Fayetteville, NC
01.2017 - 06.2020
- Managed day-to-day operations of the facilities activity section, ensuring a safe and engaging environment
- Developed and implemented new activities and programs that increased participation by 40%
- Trained and supervised a team of staff members, promoting a collaborative and efficient work environment
- Maintained meticulous records of program attendance, participant feedback, and equipment inventory
- Coordinated with members and staff to address concerns, enhancing communication and improving service delivery.
- Aligned team goals and objectives with organizational strategy, aiding business growth.
- Led employee relations through effective communication, coaching, training, and development.
- Recruited and trained high-performing team members, maintaining optimized customer service.
Education
Accounting Clerk Certificate -
Fayetteville Technical Community College
Fayetteville, NCAssociate of Applied Science - Business Administration
Fayetteville Technical Community College
Fayetteville, NC2023
Skills
- Customer Service Excellence
- Financial Planning
- Investment Strategies
- Risk Assessment
- Portfolio Management
- Data Analysis
- Problem Solving
- Decision Making
- Negotiation Skills
- Conflict Resolution
- Time Management
- Project Management
- Analytical Thinking
- Strategic Thinking
- Leadership Skills
- Asset Allocation
- Regulatory Compliance
- Market Analysis
- Financial Reporting
- Budget Management
- Excellent Communication (Verbal and Written) Skills
- Proficient in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
- Proficient in Client Relationship Management
- Account Management
- Risk Assessment and Management
- Business solicitation
- Sales Development
- Communication Management
- Human resources administration
- Database Research
- Documentation Review
Certification
SIE
Series 7
Series 63
Timeline
Licensed Registered Representative
Charles Schwab
12.2022 - 06.2024
Senior Client Advocate
Bank Of America
12.2021 - 12.2022
Human Resources Assistant
Gusto
06.2017 - 12.2020
Team Manager
Fit4life
01.2017 - 06.2020
Accounting Clerk Certificate -
Fayetteville Technical Community College
Associate of Applied Science - Business Administration
Fayetteville Technical Community College