Annie Beya
Lexington,United States
Summary
Licensed financial professional specializing in client portfolio management and personalized financial planning. Expertise in financial data analysis, risk assessment, and compliance, resulting in enhanced client satisfaction and investment outcomes. Over 4+ years of experience in financial analysis, budgeting, forecasting, and strategic planning, with a proven ability to drive business insights and improve financial performance.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed financial professional
World Financial Group Wfg
Lexington , KY
03.2021 - Current
- Advised clients on financial products and services tailored to their needs.
- Developed personalized financial plans based on client goals and risk tolerance.
- Educated clients on insurance options and retirement planning strategies.
- Facilitated client meetings to review portfolio performance and adjust strategies.
- Collaborated with team members to enhance service delivery and client satisfaction.
- Utilized financial software to analyze data and generate reports for clients.
- Assisted in compliance processes to ensure adherence to industry regulations.
- Analyzed financial data and prepared detailed reports for clients.
- Prepared presentations for prospective investors highlighting the benefits of investing in a particular product or service.
- Created portfolios tailored to each client's individual needs and goals.
- Participated in ongoing training courses to maintain current knowledge of financial regulations and industry practices.
- Assisted clients with retirement planning by providing advice on savings options and tax-advantaged accounts.
EVS Technician
Baptist Health Lexington
Lexington, KY
09.2022 - 11.2024
- Trained new team members on safety protocols and operational procedures.
- Maintained cleanliness and sanitation in patient areas and common spaces.
- Assisted in inventory management of cleaning supplies and equipment maintenance.
- Collected and disposed of biohazard waste according to OSHA regulations.
- Ensured that all cleaning supplies were stored properly when not in use.
- Inspected rooms for cleanliness prior to guest arrival.
Order Management Specialist
Scentsy INC
Lexington, KY
06.2020 - 04.2022
- Processed customer orders efficiently using Scentsy's order management system.
- Coordinated with shipping teams to ensure timely delivery of products.
- Managed inventory levels and assisted in stock replenishment efforts.
- Communicated with customers to resolve order discrepancies and inquiries.
- Maintained accurate records of orders and customer interactions in database.
- Assisted team members in training on order processing protocols and systems.
- Collaborated with sales team to support promotional campaign orders effectively.
- Monitored order fulfillment status and escalated issues as necessary for resolution.
- Maintained detailed records of all incoming orders including quantities ordered, payment terms, shipment methods, special instructions.
- Fielded incoming calls and emails from customers and sales representatives and verified clear and complete communication among involved parties.
- Reviewed customer orders for accuracy and completeness prior to processing.
- Analyzed customer feedback to identify areas of improvement in the ordering process.
- Tracked progress of orders throughout the supply chain lifecycle from initial purchase through final delivery.
- Provided support for sales teams by responding quickly to inquiries regarding product availability and pricing information.
Shipping Associate
Galls LLC
Lexington, KY
06.2018 - 06.2020
- Operated warehouse equipment to move and organize inventory efficiently.
- Collaborated with team members to ensure timely order fulfillment.
- Assisted in training new associates on safety protocols and operational tasks.
- Created labels for outgoing packages according to customer requirements.
- Checked customer orders, labeling and documentation prior to shipment to avoid delays.
- Collaborated with the warehouse team to ensure accurate shipping of orders.
- Staged final products for shipment.
- Scanned and tracked all packages for shipment using tracking software.
- Trained new employees on proper packing techniques for fragile items.
- Ensured compliance with applicable safety regulations when handling heavy loads.
Education
Bachelor of Science - Econometrics And Quantitative Economics
Superior Instituteof Statistics
DR Congo07-2005
Skills
- Financial analysis and investment strategies
- Risk assessment and compliance
- Client portfolio management
- Customer relationship management
- Problem solving
- Team collaboration
- Effective communication
- Presentation skills
- Attention to detail
- Tax and insurance planning
- Product sales and prospecting
- Credit analysis and financial services
- Business development strategies
- Client interviewing and interpersonal skills
- Sales technique development
Affiliations
I love
- reading
- travelling
- music
- spending time with my family
Languages
English
Full Professional
French
Native/ Bilingual
Swahili
Professional
Lingala
Professional
Accomplishments
Receive many awards including employee of the month, rising star award and team player award
Certification
- Life and Health licenses in Kentucky and many other states ( OK,DE,ME, IA,TX, VA, WA,ID, OH, MD, NY, NC, GA
Timeline
EVS Technician
Baptist Health Lexington
09.2022 - 11.2024
Licensed financial professional
World Financial Group Wfg
03.2021 - Current
Order Management Specialist
Scentsy INC
06.2020 - 04.2022
Shipping Associate
Galls LLC
06.2018 - 06.2020
Bachelor of Science - Econometrics And Quantitative Economics
Superior Instituteof Statistics
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