MARIYA DMYTRYK

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• Presented financial plans and investment recommendations to clients.
• Increased client satisfaction by providing personalized financial advice and investment strategies.
• Researched current economic trends and investment opportunities to stay abreast of financial markets.
• Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
• Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
• Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
• Provided specialized financial planning support for clients with diverse portfolios and individual needs.
• Worked closely with insurance providers to assess suitable coverage options tailored to individual client requirements for risk management purposes.
• Devised comprehensive financial plans for clients to achieve short and long-term financial goals.
• Assisted clients with budgeting and cash flow management.
• Adaptable and proficient in learning new concepts quickly and efficiently.
• Skilled at working independently and collaboratively in a team environment.
• Passionate about learning and committed to continual improvement.
• Identified issues, analyzed information and provided solutions to problems.
• Organized and detail-oriented with a strong work ethic.

• Analyzed investment products to develop customized financial strategies for prospective clients' financial needs
• Conducted presentations to prospects for business development purposes
• Booked 5-15 prospect meetings per week through cold calling (80-100 dials per day)
• Regularly prospect existing and new clients to generate new business
• Called on new and existing clients within the firm to build my book of business
• Operated a wealth management software program such as Salesforce
• Helped Senior Advisors transition their practice to utilize Financial Planning for new and existing customers
• Maintained an existing book of business and conducted annual financial reviews
• Worked with Financial Advisors to utilize new strategies and technologies during their Financial Reviews.
• Increased client satisfaction by providing personalized financial advice and investment strategies.

• Worked closely with an Independent Financial Advisor to develop skills with client interactions and case work
• Participant in Advisor mentorship by accompanying meetings and working on case strategies to develop plans
• Created financial spreadsheets to help advisors to make their businesses more efficient
• Created processes with CRM that increased efficiencies for advisors
• Understanding in Retirement Planning and Social Security Analysis
• Trained on using Morningstar and Zacks for stock research for analyzing securities
• Worked to build processes to meet new compliance regulations to make sure all advisors were meeting fiduciary standards.

• Ensured timely settlement of $300B in State Street's U.S
• Based market trades by working with both internal and external parties in a deadline-driven environment
• Created functions Optimized Corporation's profits by several thousands of dollars annually by discovering errors in financial transactional information
• Orchestrated cross training of employees and new hires and instrumental in migration of work to India
• Proven ability to multitask many desks; ensured accuracy across multiple functions including trade settlements, data analysis, reviewing reports which executing against predetermined deadlines
• Showed ability to manage heavy workload and scope of job responsibilities by taking on three additional roles during corporate downsizing
• Integrated processes that mitigated risk issues that systematically performed daily quality control checks.