Michelle Ward
Bratenahl,OH
Summary
Highly motivated finance professional with a strong attention to detail, seeking to utilize expertise in financial analysis and problem-solving skills as the Controller at The Shoreby Club. Four years of experience as an Associate Financial Representative and a solid academic background in business, accounting, and human resources management. Well-equipped to contribute to the success of the organization. Known for excellent interpersonal abilities, confident in ability to effectively collaborate with cross-functional teams and drive financial performance.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Associate Financial Representative
Northwestern Mutual
03.2021 - Current
- Manage financial planning for clients, analyzing their financial needs, and recommending insurance products, investment solutions, and retirement strategies
- Meticulously track and review client accounts, ensuring accuracy in financial transactions, policies, and portfolios
- Collaborate with cross-functional teams to develop tailored solutions for client financial planning and risk management
- Consistently build and maintain relationships with clients, earning trust and satisfaction through effective communication and follow-up
- Developed a reputation for solving complex financial problems with a focus on providing value and actionable solutions to clients' financial concerns
- Provide financial reporting and analyses, ensuring compliance with regulatory requirements
- Enhanced organizational efficiency by identifying areas for improvement in internal processes and proposing cost-effective solutions
- Participated in team meetings to discuss market updates, sharing insights on potential opportunities and risks.
- Developed comprehensive financial reports for client review, ensuring transparency and understanding of their investment progress.
Education
Bachelor of Business Administration (BBA) - HR Management
Baldwin Wallace University
Berea, OH01-1997
Skills
- Asset allocation
- Investment strategies
- Client interviewing
- Problem-solving aptitude
- Records management
- Compliance adherence
- Complex Problem-solving
- Interpersonal communication
- Documentation
- Client relations
- Portfolio management
- Wealth management
Certification
- Certificate in Accounting, Cuyahoga Community College —2021
- Certificate in Payroll, Cuyahoga Community College —2021
- Certificate in Bookkeeping, Cuyahoga Community College —2021
Softward skills
Microsoft Office 365
Timeline
Associate Financial Representative
Northwestern Mutual
03.2021 - Current
- Certificate in Accounting, Cuyahoga Community College —2021
- Certificate in Payroll, Cuyahoga Community College —2021
- Certificate in Bookkeeping, Cuyahoga Community College —2021
Bachelor of Business Administration (BBA) - HR Management
Baldwin Wallace University
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