IVY BACANI
Oklahoma City,OK
Summary
Strategic and results-oriented professional with over 20 years of leadership in the financial services industry and investment securities. Over 8 years of experience in school and non-profit administration, consistently exceeding goals and cultivating enduring client relationships. Skilled in developing creative strategies to foster a collaborative team atmosphere. Drive to broaden skill set and create new client satisfaction and service opportunities. Possesses effective communication skills, particularly with diverse stakeholders. Natural affinity for Asian communities and other emerging markets. Motivated to drive growth for a forward-thinking organization.
Overview
32
32
years of professional experience
1
1
Certification
Work History
School Director (K-12)
Child of Zion Academy
06.2016 - 06.2023
- Spearheaded the successful implementation of the 1st SHS Program
- Identified new business opportunities leading to a 25% revenue increase
- Established key partnerships with the Dept of Education and colleges
- Streamlined operations by implementing lean management principles
Second Vice-President, Licensed Financial Advisor
Ameriprise Financial
04.2006 - 10.2012
- Successfully trained over 100 H&R Block tax advisors for partnerships
- Conducted Retirement, Estate and Financial Planning seminars
- Cross-sell consumer and business products to retain and expand clientele
- Increased branch revenue by 15% through business partnerships
Associate Vice President, Licensed Financial Advisor
Smith Barney (Citigroup Global Markets)
03.2001 - 04.2006
- As Relationship Manager, provided advisory services/portfolio management
- Optimized team performance through effective leadership and staff development programs
- Designed thoughtful short and long-term plans in core areas of wealth management - retirement, insurance, estate and tax planning
- Represented the firm in WOMEN business forums and diverse communities
Associate Vice President, Licensed Financial Advisor
Morgan Stanley Dean Witter
03.1996 - 03.2001
- Awarded 'Rookie of the Year' in Sales Performance, New York
- Accumulated over $5 million in assets in my 1st year
- Implemented a client-centric approach, improving satisfaction by 25%
- Developed a business model that contributed over $35 million of AUM to the branch (cash, securities, private investments)
- Delivered consistent revenue growth by identifying new business opportunities and expanding client relationships
Senior TRUST Administrator
Bank of Beverly Hills / Qualified Plans, Inc
04.1991 - 01.1996
- Maintained complete records of client communications to firm and industry standards in the firm's CRM software
- Coordinated with legal compliance to navigate complex retirement planning scenarios, safeguarding client interests from potential liabilities
- Oversaw the timely distribution of assets according to established guidelines
Education
ParaLegal Studies - Legal Research & Writing, Information Management
Rose State College
MidWest City, OK05-2026
Ph.D. - Educational Management
De La Salle Araneta University
Metro Manila, Philippines04-2020
Master of Arts - Leadership Education
Mid-America Christian University
OKC, OK05-2008
Bachelor of Arts - Music
Mid-America Christian University
OKC, OK01.1987
Skills
- Relationship Building
- Strategic Leadership
- Attention to Detail
- Innovation
- Financial Acumen
- Clear Communication
- Teamwork and Collaboration
- Strategic Leadership
- Innovation
- Problem-solving aptitude
Certification
- FINRA Series 7, 1997-2012
- FINRA Series 65, 1997-2012
- FINRA Series 63, 1997-2012
- FINRA Series 30, 1997-2012
- Life, Accident & Health Insurance, CA, NV, MO, TX, FL 1997-2012
All licenses above are available for renewal upon request
Languages
English
Full Professional
Tagalog
Professional Working
Accomplishments
- Created and offered the first Senior High School (SHS) program in Valenzuela City, Philippines, approved by the Department of Education
- Supervised team of 25 staff members
- Received NEW educational grants for high school eligible students to cover tuition fees at public-private partner schools
- Transformative leadership was demonstrated as the school expanded to remote and digital learning in response to the COVID pandemic.
- Developed a NEW curriculum for SHS to include Sports & Arts track, General Academic Studies, and Internship programs
- Launched the first online learning platform to reach the underserved communities by installing mini Wifi towers
Timeline
School Director (K-12)
Child of Zion Academy
06.2016 - 06.2023
Second Vice-President, Licensed Financial Advisor
Ameriprise Financial
04.2006 - 10.2012
Associate Vice President, Licensed Financial Advisor
Smith Barney (Citigroup Global Markets)
03.2001 - 04.2006
Associate Vice President, Licensed Financial Advisor
Morgan Stanley Dean Witter
03.1996 - 03.2001
Senior TRUST Administrator
Bank of Beverly Hills / Qualified Plans, Inc
04.1991 - 01.1996
ParaLegal Studies - Legal Research & Writing, Information Management
Rose State College
Ph.D. - Educational Management
De La Salle Araneta University
Master of Arts - Leadership Education
Mid-America Christian University
Bachelor of Arts - Music
Mid-America Christian University
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