Arieana Owens
Summerville,South Carolina
Summary
Results-driven Financial Account Manager with expertise in financial reporting, portfolio oversight, and strategic planning. Proven ability to enhance client satisfaction through tailored support and strong relationship management.
Overview
10
10
years of professional experience
Work History
Financial Account Manager
Shamrock Trading Corp
02.2020 - 11.2025
- Oversaw account services for key regional clients, delivering tailored support to enhance client satisfaction.
- Assisted clients in achieving financial goals through strategic planning and personalized guidance, fostering long-term relationships.
- Collaborated with teams to develop tailored financial plans catering to individual needs.
- Conducted market research to discover investment opportunities that meet client objectives.
- Regularly assessed portfolio performance to adapt strategies based on client preferences.
- Implemented robust internal controls to reduce financial discrepancies and ensure compliance.
- Utilized financial software to efficiently create consolidated financial statements, improving reporting accuracy.
- Prepared internal and regulatory financial reports, including balance sheets and income statements.
Fraud Prevention Specialist – Supervisor
US BANK
01.2017 - 10.2020
- Notified customers immediately upon detecting fraudulent activity to mitigate impact.
- Conducted in-depth transaction and report reviews to identify potential fraudulent activity, enhancing detection accuracy.
- Analyzed large datasets to detect fraud patterns and anomalies.
- Documented fraud investigation details in comprehensive reports, providing clients with clear insights into findings.
- Communicated with customers and personnel using active listening techniques, ensuring understanding and resolution of concerns.
- Utilized strong interpersonal skills to foster collaboration across teams.
Customer Service Representative
Lockton Affinity
01.2016 - 12.2017
- Consulted customers on tailored firearm insurance options, improving customer decision-making and satisfaction.
- Sold and informed customers about NRA product offerings, enhancing customer awareness and engagement.
- Facilitated insurance coverage release for consumers carrying legal firearms through NRA, ensuring compliance and customer satisfaction.
Collateral Underwriting Assistant
North America Savings Bank
08.2015 - 06.2016
- Supported underwriters in evaluating risk factors, enhancing decision-making for coverage levels.
- Maintained accurate records of applications and underwriting decisions in internal systems.
- Communicated with clients to gather documentation necessary for underwriting processes.
- Compiled reports on underwriting activities for management review, streamlining oversight and analysis.
- Updated spreadsheets and coordinated project documentation, ensuring accuracy and accessibility of information.
- Managed and organized physical and digital files, ensuring up-to-date project materials.
- Prepared and sent document submissions to management.
Education
High School Diploma -
Paseo School Of Fine & Performing Arts
Kansas City, MO05-2015
Skills
- Financial reporting
- Portfolio oversight
- Compliance assessment
- Strategic planning
- Relationship management with clients
- Financial analysis
- Investment strategy
- Portfolio management
- Risk assessment
Timeline
Financial Account Manager
Shamrock Trading Corp
02.2020 - 11.2025
Fraud Prevention Specialist – Supervisor
US BANK
01.2017 - 10.2020
Customer Service Representative
Lockton Affinity
01.2016 - 12.2017
Collateral Underwriting Assistant
North America Savings Bank
08.2015 - 06.2016
High School Diploma -
Paseo School Of Fine & Performing Arts