Ashwin Mudaliar
Sacramento,CA
Summary
Highly motivated and goal-driven analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software. Meticulous and detail-oriented financial professional with communication skills to connect with clients and understand and meet needs. Displays equal expertise in microeconomics and macroeconomics and uses knowledge to vigorously advocate for customers.
Authorized to work in the US for any employer
Overview
12
12
years of professional experience
Work History
Financial Advisor
Edward Jones
Elk Grove, CA
05.2021 - Current
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Expanded customer base through community outreach and strategic business partnerships.
- Guided clients through compiling important financial histories and documentation for evaluation.
- Kept client financial plans confidential and optimized for current market trends and economic conditions.
- Exceeded sales target by employing consultative sales tactics and superior customer care.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Analyzed clients risk tolerance and time horizon until retirement to provide accurate and realistic numbers.
- Boosted sales by 18% and exceeded sales target by employing consultative sales tactics and superior customer care.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes
General Manager
Comfort Suites
Sacramento, CA
10.2010 - 04.2020
- Drove year-over-year business growth while leading operations, strategic vision and long-range planning.
- Established and administered annual budget with controls to prevent overages, minimize burn rate and support sustainability objectives.
- Organized budgets, oversaw P&Ls and achieved margin targets consistently to stay on track with growth plans.
- Reduced costs, managed delivery schedules and performed risk analysis to improve overall profitability.
- Maximized efficiency by coaching and mentoring personnel on management principles, industry practices, company procedures and technology systems.
- Delivered business strategy and developed systems and procedures to improve operational quality and team efficiency
- Applied performance data to evaluate and improve operations, target current business conditions and forecast needs.
- Managed budget implementations, employee reviews, training, schedules and contract negotiations.
- Developed value-added solutions and approaches by leveraging trends in customer marketplaces and industries.
- Set, enforced and optimized internal policies to maintain responsiveness to demands.
- Developed effective business plans to align strategic decisions with long-term objectives.
- Implemented operational strategies and effectively built customer and employee loyalty.
- Directed successful operational turnaround, eliminating over $500,000 in debt due to renovations.
Education
Bachelor of Science - Business Administration- Finance
California State University-Sacramento
Sacramento, CA05.2016
Associate of Arts - Business Administration And Management
Cosumnes River College
Sacramento, CA06.2014
Skills
- Financial Goal Planning
- Account Performance Reviews
- Critical Thinking
- Attention to Detail
- Analytical Thinking
- Financial Analysis
- Microsoft Office Suite
- Risk Assessment
- Customer Complaint Resolution
- Financial Forecasting and Budgeting
- Client Confidentiality
- Budget Administration
- Honest and Ethical
- Verbal and Written Communication
Certification
- Certified General Manager, Choice Hotels
- Certified Financial and Life professional
Languages
English
Native or Bilingual
Hindi
Native or Bilingual
Spanish
Professional Working
Timeline
Financial Advisor
Edward Jones
05.2021 - Current
General Manager
Comfort Suites
10.2010 - 04.2020
Bachelor of Science - Business Administration- Finance
California State University-Sacramento
Associate of Arts - Business Administration And Management
Cosumnes River College
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