Fandell Walker
Katy,TX
Summary
Experienced 8th Year Social Studies Teacher with a background in finance and accounting. Proven expertise in financial services, financial analysis, and operations/administrative support. Skilled in managing general ledger, accounts payable, and accounts receivables. Dedicated to delivering high-quality education while leveraging financial acumen to support organizational goals.
Overview
24
24
years of professional experience
Work History
Educator
Aldine ISD
08.2017 - Current
- Create lesson plans, and classroom management for 165 students with differing learning modalities: Social Studies and English Supports
- Reinforce sustaining life skills such as independence, problem-solving, and goal-setting.
- Follow policies and regulations in keeping progress notes and student records, and in making necessary reports – Perform regular progress monitoring and complete any necessary reports
- Demonstrate and reinforce social standards of behavior – Established norms of class behavior and maintained order at all times.
Financial Analyst / Accounting Assistant
Next Financial
01.2015 - 04.2017
- Analyze complex trades and investment portfolios
- Provided subject matter expertise in business process analysis to identify new opportunities for organizational efficiencies and client growth
- Support advisors with complex tax issues; cost basis, 1099 review
- Primary point of contact in operations support for advisors and deliver value-added services for premier clients.
- Consistently rewarded for support to advisors.
- Earned 3 customer service awards in 2 years
- General ledger accounting, analysis, excel worksheets pivot tables, VLOOKUP’s.
- Used relevant financial technology to generate reports and recommended courses of action to upper management.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
- Strengthened relationships with external partners such as banks or auditors through timely communication and transparent collaboration.
- Participated in client meetings to discuss financial analysis and investment strategies.
- Assisted in preparation of presentations, data tables, and other documents for investor meetings.
- Coordinated with financial advisors to develop long-term investment strategies.
Educator
Katy ISD
09.2013 - 09.2015
- Create lesson plans and classroom management:
- Reinforce sustaining life skills such as independence, problem-solving, and goal-setting.
- Follow policies and regulations in keeping progress notes and student records, and in making necessary reports – Perform regular progress monitoring and complete any necessary reports.
- Monitored student progress and adjusted instruction to meet individual needs.
- Evaluated students' understanding of course material through examinations and in-depth essay writing.
- Worked with staff members and teachers to design comprehensive and individualized plans to optimize student education.
- Modified lessons and curriculum to accommodate diverse learners by using strategies such as peer-assisted learning and group work.
Operations Paraplanner
Ameriprise-Tiras, Pennington & Associates
08.2010 - 07.2012
- Managed day-to-day customer service issues for high-net-worth clients
- 1-$10 million
- Provided subject matter expertise in business process analysis to identify new opportunities for organizational efficiencies and client growth.
- Provided management with value-added financial analysis/reports via Excel and various databases.
- Provided subject matter expertise in resolving client challenges and led efforts in fostering internal cross-department relationships
- Assisted in Monthly Close-outs- Accounts Payable, Accounts Receivables.
- Improved overall office productivity through implementation of organizational systems and best practices.
- Provided excellent customer service by addressing client inquiries promptly and accurately.
Account Manager
JP Morgan Private Bank
01.2006 - 06.2010
- Primary point of contact in operations support for bankers and delivered value-added services for premier clients (net worth $10-$25 million)
- Provided value-added reports to management (via Excel) that captured client portfolio holdings, client fees and account receivables.
- Primary point of contact for bank statement reconciliation (via Excel reports) analysis.
- Led account segmentation project consolidating merger overlap.
- Gained customer trust and confidence by demonstrating compelling, persuasive, and composed professional demeanor.
Financial Investment Consultant
TD Waterhouse
01.2005 - 01.2006
- Served as subject matter expert for self-directed investors (equities and bonds)
- Provided detailed risk analysis (of individual equity research) which led to additional opportunities for clients to increase plan participation
- Identified by local office management as top performer in financial planning.
- Led formation of local advisor network by increasing client assets
- Facilitated financial planning training.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Researched current economic trends and investment opportunities to stay abreast of financial markets.
- Assisted clients in achieving their financial goals through the development of tailored portfolios and risk management plans.
- Cultivated long-lasting relationships with key stakeholders such as fund managers, brokers, legal advisers, tax consultants ensuring seamless execution of transactions.
Personal Banker
JP Morgan Chase
03.2003 - 01.2005
- Improved customer satisfaction by providing personalized banking solutions and exceptional service.
- Expanded client base by promoting new financial products.
- Collected customer information and completed new account forms.
- Assisted in the development of marketing strategies to increase awareness of bank products and services within the local community.
- Responded to customer inquiries regarding new accounts and account services.
- Managed deposits, withdrawals and wire transfers to process smooth banking transactions for clients.
- Optimized portfolio growth by identifying potential investment opportunities for high-net-worth clients based on market trends analysis.
- Conducted regular audits of cash handling procedures, minimizing risk exposure for the branch.
Financial Advisor
American Express
01.2001 - 03.2003
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- 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 individual needs.
- Collaborated with team members to streamline processes and improve overall client experience.
Education
Bachelor of Business Administration - Accounting
University of Houston
Houston, TX05.2014
Skills
- Excel Data Analysis Skills
- Query Development Expertise
- Document Creation Expertise
- Thomson Financial Expertise
- Experience with FAS Software
- Skilled in QuickBooks Accounting
- Morningstar Direct Data Analysis
- Bloomberg Terminal Proficiency
- Customer Relationship Management Tools
Timeline
Educator
Aldine ISD
08.2017 - Current
Financial Analyst / Accounting Assistant
Next Financial
01.2015 - 04.2017
Educator
Katy ISD
09.2013 - 09.2015
Operations Paraplanner
Ameriprise-Tiras, Pennington & Associates
08.2010 - 07.2012
Account Manager
JP Morgan Private Bank
01.2006 - 06.2010
Financial Investment Consultant
TD Waterhouse
01.2005 - 01.2006
Personal Banker
JP Morgan Chase
03.2003 - 01.2005
Financial Advisor
American Express
01.2001 - 03.2003
Bachelor of Business Administration - Accounting
University of Houston
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