JT Boyd
Summary
Results-driven professional seeking position as Risk and Compliance Advisor. Focused on performance and flexible with specific needs of different assignments. Collaborates professionally with individuals from broad array of backgrounds and cultures.
Overview
11
11
years of professional experience
Work History
Investment Director
SyberSafe LLC
Mesa, AZ
01.2018 - Current
- Researched and shared recommendations on economic trends to help forecasts support bringing to the company additional investors.
- Created and executed aggressive investment strategies to increase returns for clients.
- Supported CEO, CFO with special projects and additional job duties.
- Manage investments through our qualified investment programa.
- Handled financial transactions from 50,000 to 650,000 helping to raise over $4.3 million to date.
- Cultivated client relationships through high levels of direct communication to maintain investor loyalty.
- Manage a team of investment advisors and affiliates.
- Developed and presented detailed analysis of investment performance, portfolio attributes and benchmark composition to evaluate investment strategies.
Compliance Advisor
SyberSafe LLC
Mesa, AZ
02.2016 - Current
- Identified potential areas of compliance vulnerability and risk to develop and implement corrective action plans.
- Provided guidance, advice and training to improve business' understanding of related laws and regulatory requirements.
- Prepared training programs to improve compliance at all levels.
- Gathered, organized and evaluated data to make accurate assessments of current operations.
- Improved company policies and standards to outline ethical, safe and efficient procedures.
Education
Business Management
MCC
Mesa, AZSkills
- Employee Training Oversight
- Social Perceptiveness
- Professional Development
- Adaptable to Changing Conditions
- Client Needs Assessment
- Compliance Assessments
- Client Rapport-Building
- Professional Relationships
- Team Management
- Customer Relations
Timeline
Investment Director
SyberSafe LLC
01.2018 - Current
Compliance Advisor
SyberSafe LLC
02.2016 - Current
Business Management
MCC
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