Summary
Overview
Work History
Education
Skills
Timeline
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LaQuisha Edwards

Pickens,MS

Summary

Dynamic Financial Advisor with a proven track record at Conduent, excelling in relationship building and investment advice. Adept at developing tailored financial plans and ensuring compliance, I leverage analytical thinking to optimize client portfolios, driving long-term success and client satisfaction. Committed to fostering trust and delivering strategic financial solutions.

Financial professional with deep expertise in investment strategies, risk management, and client relationship-building. Known for strong analytical skills, effective communication, and collaborative approach to achieving financial goals. Flexible and adaptable to changing market conditions, ensuring optimal results for clients and team synergy. Highly skilled in financial planning, portfolio management, and regulatory compliance.

Experienced with providing comprehensive financial advice and investment strategies. Utilizes deep knowledge of financial markets to guide clients toward their financial goals. Track record of building strong client relationships and delivering personalized financial plans.

Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.

Overview

13
13
years of professional experience

Work History

Financial Advisor

Conduent
04.2020 - Current
  • 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 each clients' individual needs.
  • Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
  • Established new client relationships by conducting thorough needs assessments during initial consultations.
  • Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
  • Worked with clients to support understanding of rationale and details of financial strategies.
  • Ensured compliance with industry regulations and company policies while serving clients'' best interests.
  • Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
  • Facilitated new client onboarding process and investment account setup.
  • Delivered strategic investment advice for individual and corporate clients.

Production Technician

Kelly Services
01.2016 - 03.2020
  • Troubleshot equipment malfunctions quickly to minimize disruptions in production schedules.
  • Trained new team members on equipment operation, safety protocols, and company policies, fostering a skilled workforce.
  • Assisted in quality control measures by performing routine inspections of products against established standards.
  • Performed setup of production equipment to establish optimal performance.
  • Inspected equipment and systems to identify issues, immediately reporting problems to repair technicians.
  • Trained and supervised production personnel to properly use production equipment and apply best practices.

Assembly Line Production Worker

M-Tek
05.2012 - 01.2016
  • Maintained a clean and organized workstation, ensuring optimal productivity and safety for all workers.
  • Contributed to overall team success by meeting daily production targets consistently.
  • Collaborated effectively with team members to maintain smooth workflow and efficient product assembly.
  • Demonstrated adaptability by learning new procedures quickly when changes were implemented on the production line.
  • Exceeded company expectations regarding punctuality and attendance, demonstrating a strong work ethic and commitment to the success of the assembly line team.
  • Reduced errors in assembled products by maintaining a keen attention to detail and following instructions closely.
  • Operated various tools and equipment proficiently for faster product assembly without compromising quality.

Education

Associate of Arts - General Studies

Holmes Community College
Goodman, MS
05-2012

High School Diploma -

Williams-Sullivan High School
Durant, MS
05-2009

Skills

  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Sales expertise
  • Critical thinking
  • Attention to detail
  • Financial advising
  • Debt management
  • Client relations
  • Risk assessment
  • Process improvement
  • Asset allocation
  • Banking
  • Budget compliance
  • Portfolio construction
  • Account performance reviews
  • Cash handling
  • Fixed income strategies
  • Alternative investments
  • Cash flow analysis
  • Loans
  • Inflation protection strategies
  • Safety procedures
  • Hand-eye coordination
  • Workplace cleanliness
  • Quality control analysis
  • Process monitoring
  • Reading comprehension
  • Time management
  • Packaging techniques
  • Multitasking and organization
  • Reliability and punctuality
  • Material handling
  • Workflow understanding
  • Safety compliance
  • Production line efficiency
  • Physical stamina
  • Inventory management
  • Equipment troubleshooting
  • Part assembly
  • Assembly techniques
  • Tool handling
  • Inspection and testing
  • Repetitive task endurance
  • Assembly and production
  • Manufacturing experience
  • Production lines
  • Product assembly
  • Operations support
  • Hand and power tools
  • Quality inspections
  • Client confidentiality
  • Strong numeracy skills
  • Credit solutions guidance
  • Transaction processing
  • Data entry
  • Banking software
  • Computer skills
  • Customer service
  • Call center operations
  • Microsoft office
  • Issue and complaint resolution
  • Call documentation
  • MS office
  • Report creation
  • Customer account management
  • Recordkeeping strengths
  • Route management
  • Key holder experience
  • Inbound call management
  • Policies and procedures adherence
  • Cross-functional collaboration
  • Call metrics
  • Database management

Timeline

Financial Advisor

Conduent
04.2020 - Current

Production Technician

Kelly Services
01.2016 - 03.2020

Assembly Line Production Worker

M-Tek
05.2012 - 01.2016

Associate of Arts - General Studies

Holmes Community College

High School Diploma -

Williams-Sullivan High School
LaQuisha Edwards