Sonler Alexandre
Summary
Experienced financial operations and client management professional with a strong background in risk analysis, process optimization, and relationship-building. Skilled in managing complex client onboarding processes, streamlining workflows, and ensuring regulatory compliance in fast-paced environments. Adept at leveraging technology to drive operational efficiency and deliver tailored solutions to meet client needs. Currently seeking opportunities to transition into the fintech industry to apply my expertise in innovative and dynamic financial technology environments.
Overview
12
12
years of professional experience
1
1
Certification
Work History
Sr. Analyst
Deutsche Bank
01.2015 - Current
- Draft and review client and legal documentation, identifying operational risks and escalating issues when necessary.
- Manage correspondence and requests from investment teams and stakeholders in high-pressure, fast-paced environments.
- Streamline workflows using advanced technology solutions and critical thinking, driving operational efficiency and accuracy.
- Lead internal training sessions to ensure seamless onboarding processes and compliance with regulatory standards.
- Analyze financial data to develop annual and monthly budget projections, providing actionable insights to leadership.
- Collaborate with diverse teams to enhance technology tool deployment and refine client-focused workflows, ensuring seamless integration and operational excellence.
- Mentored junior analysts, fostering professional development while enhancing overall team performance.
Financial Advisor
New York Life Insurance Company
11.2013 - 08.2014
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
Sales Consultant
AT&T Mobility
02.2013 - 08.2013
- Advised clients on appropriate product selections based on their unique needs, ensuring optimal satisfaction levels upon purchase.
- Used consultative sales techniques to understand customer needs and recommend relevant products and services.
- Exceeded sales goals by employing consultative selling techniques and data-driven insights to address customer needs.
Education
Bachelor of Arts - Mass Communication (Public Relations), Minor in Business
Bethune-Cookman University
Skills
- Professional Services Operations & Scope of Work (SoW) Management
- Process Improvement & Workflow Optimization
- Risk Analysis & Mitigation Strategies
- Salesforce, Tableau, Bloomberg, Omgeo Alert Proficiency
- Advanced Excel & Data Analytics
- Client Onboarding & Contract Negotiation
- Budgeting & Project Management
- Consultative Sales & Relationship Building
- Performance monitoring
- Client relationship management
Certification
- Python Programming Certification (In process)
- Elements of A.I. (In process)
- Advanced Excel for Business Analytics
- Contract Negotiation and Management
LANGUAGES
English (Fluent)
Haitian Creole (Proficient)
Accomplishments
- Implemented a new Salesforce workflow system, reducing processing times by X% and improving operational efficiency.
- Streamlined legal and documentation review processes, enhancing compliance and accuracy.
- Developed Tableau dashboards to provide actionable insights, driving improved decision-making in financial operations.
Timeline
Sr. Analyst
Deutsche Bank
01.2015 - Current
Financial Advisor
New York Life Insurance Company
11.2013 - 08.2014
Sales Consultant
AT&T Mobility
02.2013 - 08.2013
Bachelor of Arts - Mass Communication (Public Relations), Minor in Business
Bethune-Cookman University
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