Tori L. Henry
CO
Summary
Dynamic financial professional with a proven track record at Coordinated Financial Services, assisted the team in enhancing AUM to over $200 million. Expert in financial oversight and team collaboration, I leverage market insights to drive strategic initiatives and foster strong partner relations, ensuring compliance and operational excellence.
Overview
2022
2022
years of professional experience
Work History
Partner
Coordinated Financial Services
Denver, Colorado
01.2021 - 2024
- Increased AUM to over 500 million through strategic initiatives.
- Analyzed industry developments and market trends to sustain competitive advantage.
- Directed administrative operations, ensuring regulatory compliance and effective staff guidance.
- Developed strategies to enhance partner relations and promote collaboration.
- Evaluated productivity metrics, recommending improvements to achieve organizational goals.
- Networked extensively to broaden professional contacts and identify new opportunities.
- Verified task completion via peer communication, consistently meeting tight deadlines.
- Advised clients on legal matters to mitigate risk exposure.
Executive
Coordinated Financial Services
Denver, CO
01.2013 - 12.2021
- Verified task completion with peers, ensuring strict adherence to deadlines and schedules.
- Analyzed market trends to deliver actionable insights for informed financial decisions.
- Developed strategic financial plans to optimize client investment portfolios.
- Evaluated service quality and productivity, recommending improvements to achieve organizational goals.
- Cultivated effective business relationships through exceptional service delivery.
- Executed majority of trades recommended by firm's CPA, enhancing portfolio performance.
Executive Assistant
Coordinated Financial Services, Inc.
Denver, Colorado
2020 - 01.2021
- Coordinated executive schedules and managed calendar appointments effectively.
- Organized meetings, prepared agendas, and documented minutes for team discussions.
- Monitored incoming emails and ensured prompt responses.
- Completed MBA while maintaining full-time employment commitments.
Executive Assistant
Docent
San Jose, California
01.2019 - 12.2019
- Optimized executive calendars by scheduling meetings, coordinating travel arrangements, and managing appointments.
- Ensured confidentiality of sensitive documents through secure storage and controlled distribution.
- Processed travel expenses and reimbursements for executive team and senior management efficiently.
- Relocated to Colorado to pursue MBA and advance career opportunities.
Education
MBA - Business
Colorado of Denver
Denver, CO05.2004
Bachelor of Science - Sports Medicine
University of Utah
Salt Lake City, UT12.1999
Minor of Psychology
University of Utah - Degree
Salt Lake City, UT1999
Skills
- Office administration
- Financial oversight
- Document analysis
- Team collaboration
- Flexibility
- Issue resolution
Timeline
Partner
Coordinated Financial Services
01.2021 - 2024
Executive Assistant
Docent
01.2019 - 12.2019
Executive
Coordinated Financial Services
01.2013 - 12.2021
Executive Assistant
Coordinated Financial Services, Inc.
2020 - 01.2021
MBA - Business
Colorado of Denver
Bachelor of Science - Sports Medicine
University of Utah
Minor of Psychology
University of Utah - Degree