Malik Green
Des Moines
Summary
Dedicated Paraplanner with experience supporting advisors through accurate financial plan preparation, detailed client service, and efficient workflow management. Known for strong attention to detail, proactive problem-solving, and the ability to streamline paperwork and processes to enhance the client experience.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Paraplanner
Triangle Financial Services
06.2025 - Current
- Prepare and maintain client financial plans, including retirement projections, risk assessments, and investment summaries.
- Support advisors by gathering client data, updating client profiles, and ensuring financial plans are accurate and presentation-ready.
- Process client paperwork for new accounts, transfers, rollovers, and beneficiary updates; ensure all forms meet compliance and custodial requirements.
- Track and manage workflow tasks, ensuring timely completion of account updates, service requests, and document submissions.
Insurance Agency Owner
Self Employed Services
05.2024 - 06.2025
- Ensured compliance with all federal/state regulations as well as company policies while managing daily operations of the insurance agency.
- Increased client retention by consistently providing exceptional customer service and maintaining strong relationships.
- Responded promptly to customer inquiries, addressing concerns and providing knowledgeable guidance on various insurance matters.
- Boosted agency visibility through targeted marketing campaigns, enhancing brand awareness and attracting new customers.
Program Manager
Balance Autism
11.2023 - 05.2024
- Responsibilities are performed personally and implemented alongside Program Coordinators to direct care staff to ensure appropriate programming for persons served
- Assures proper training and ongoing education for Adult Autism Associate staff for all current and future person served
- Provides information to Manager and Director to ensure effective and appropriate budgeting for Adult Services operations
- Managed and supervised administrative and daily program operations, complying with policies and regulations.
- Established strong relationships with key stakeholders, ensuring support for program initiatives.
Financial Analyst
Metlife
10.2020 - 08.2023
- Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
- Facilitated smooth month-end close processes by efficiently reconciling accounts and addressing discrepancies promptly.
- Streamlined financial reporting for better decision-making with clear, concise analysis and presentation.
- Strengthened relationships with external partners through timely communication and collaboration.
- Collaborated with cross-functional teams to optimize budgets, resulting in improved resource allocation.
Education
Bachelor of Arts - Business Management
Wartburg College
Waverly, IA05-2017
Skills
- Research and analysis
- Stock market trades
- Report writing
- Financial planning expertise
- Financial Planning Support
- Client Data Gathering & Analysis
- Attention to Detail & Documentation Accuracy
- Compliance & Regulatory Awareness
- New Account Opening & Transfer Processing
- Client Communication & Relationship Support
- Problem Solving & Task Prioritization
Certification
- Google Project Management, Professional Certificate – Coursera and Google.
- Life and Health Insurance License - Iowa Department of Insurance.
- Property and Casualty License - Iowa Department of Insurance.
Timeline
Paraplanner
Triangle Financial Services
06.2025 - Current
Insurance Agency Owner
Self Employed Services
05.2024 - 06.2025
Program Manager
Balance Autism
11.2023 - 05.2024
Financial Analyst
Metlife
10.2020 - 08.2023
Bachelor of Arts - Business Management
Wartburg College