Maria Carmignani
Wood Dale,IL
Summary
Dynamic Advisor Support Specialist with a proven track record at Insight Financial Group, Inc, where I enhanced client satisfaction and portfolio performance through innovative financial solutions and exceptional client engagement. Skilled in data interpretation and fostering teamwork, I led initiatives that significantly improved operational efficiency and client loyalty. My approach combines analytical thinking with effective communication, driving success and innovation in financial advising.
Overview
14
14
years of professional experience
Work History
Advisor Support Specialist
Insight Financial Group, Inc
10.2010 - Current
- Developed long-lasting relationships with clients to ensure consistent retention and loyalty.
- Mentored junior advisors, fostering a supportive team environment focused on growth and learning.
- Participated in ongoing professional development opportunities to stay current with industry trends and best practices.
- Optimized operational efficiency by implementing CRM system tailored to advisory services.
- Led team in development of digital advisory platform, enhancing accessibility and engagement for clients.
- Fostered culture of innovation within advisory team, encouraging adoption of new technologies and methodologies.
- Strengthened client relationships through regular, insightful communication regarding market trends and portfolio adjustments.
- Increased client satisfaction, providing personalized investment advice based on thorough financial analysis.
- Spearheaded sustainability initiative within investment portfolios, aligning client values with their financial goals.
- Transformed client financial outcomes by integrating advanced analytical tools into investment decision-making process.
- Boosted client portfolio performance, selecting and managing diverse range of investment vehicles.
- Developed comprehensive risk assessment tool, enabling more precise investment recommendations.
- Advised clients on risk management strategies to protect assets against market volatility.
- Collaborated with cross-functional teams to launch series of successful financial education seminars.
- Networked with local community and businesses to promote financial services.
- Tracked progress toward established financial goals using advanced analytics tools.
- Supported advisors in conducting client meetings, ensuring a smooth flow of information and effective collaboration.
- Attended training courses to further knowledge and maximize understanding of current trends and strategies in financial planning.
- Enhanced client satisfaction by providing thorough financial planning support and timely recommendations.
- Completed research into complex financial topics.
- Collaborated with financial advisors to develop customized financial plans for clients to meet their long-term goals.
- Examined financial statements and records to collect important details and verify calculations.
Education
Bachelor Of Arts - Business
Elmhurst University
Elmhurst, IL05.2000
Skills
- Research abilities
- Data Interpretation
- Client Engagement
- Compliance requirements
- Career Planning
- Teamwork and Collaboration
- Analytical Thinking
- Excellent Communication
- Time Management
- Organizational Skills
- Critical Thinking
- Written Communication
- Attention to Detail
- Multitasking
- Problem-Solving
- Conflict Resolution
- Multitasking Abilities
- Decision-Making
- Progress Reporting
- Relationship Development
- Task Prioritization
- Conflict Management
- Career advising
Timeline
Advisor Support Specialist
Insight Financial Group, Inc
10.2010 - Current
Bachelor Of Arts - Business
Elmhurst University
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