Nick Akins
Dallas
Summary
Aspiring accounting professional with a solid foundation in financial analysis, strategic planning, and client relationship management. Equipped with strong interpersonal, organizational, and leadership skills developed through diverse roles in financial services. Seeking to advance my expertise through the UNC Master of Accountancy program to contribute to innovative accounting practices and excel in a dynamic professional environment.
Overview
7
7
years of professional experience
1
1
Certification
Work History
Licensed Financial Services Representative
Charles Schwab
12.2023 - Current
- Client Education and Advisory: Delivered tailored financial market education to over 100 clients, enhancing their investment understanding and decision-making
- Compliance Collaboration: Partnered with compliance teams to revise and implement 20+ procedural documents, ensuring alignment with new regulatory requirements
- Client Relationship Management: Cultivated and managed client relationships, ensuring a personalized approach to meet individual financial goals.
Registered Associate
Frost Bank
10.2022 - 07.2023
- Strategic Financial Planning: Crafted customized financial strategies for 50+ clients, focusing on investment growth, retirement planning, and education funding, resulting in a 15% increase in client portfolio performance
- Performance Monitoring: Analyzed company performance against projections, identifying a 10% variance and recommending corrective actions that improved budget alignment by 5%
- Account Management: Streamlined the account opening process for 200+ Managed and Brokerage accounts, reducing processing time by 30% and ensuring 100% regulatory compliance.
Administrative Assistant
Frost Bank
08.2021 - 10.2022
- Trust Officer Support: Assisted Trust Officers with administrative tasks, contributing to the efficient management of 100+ trust accounts
- Data Analysis: Compiled and analyzed data to produce 30+ comprehensive reports and presentations, supporting strategic decision-making and planning
- Financial Transactions: Processed and recorded 500+ financial transactions with a 100% accuracy rate, ensuring precise account management.
Personal Banker II
Frost Bank
10.2018 - 08.2021
- Customer Portfolio Management: Managed a portfolio of 150+ clients, providing tailored financial solutions that increased client retention by 20%
- Customer Relationship Building: Established long-term relationships with clients, resulting in a 25% increase in new account referrals
- Leadership: Guided and motivated a team of 10+ peers, enhancing team productivity and achieving branch performance goals.
Loan Officer Assistant
Homeward Residential
10.2017 - 07.2018
- Client Portfolio Management: Managed a portfolio of clients by collecting, analyzing, and organizing data and financial documents for pending refinance applications
- Prepared ad-hoc tasks for loan officers to streamline the loan process
- Issue Resolution: Evaluated system-generated reports to identify the primary root causes of reported issues and implemented solutions to address them
- Access Control: Performed control testing for system user access and assisted management with onboarding access for new hires, ensuring efficient and secure access management.
Education
Bachelor of Science in Business Administration -
Arkansas Tech University
Russellville, ArkansasSkills
- Strong Work Ethic
- Attention to Detail
- Excellent Communication
- Customer Relationship Management
Certification
- Series 7 - General Securities Registered Rep
- Series 63 - Uniform Securities Agent State Law Exam
Athleticsleadership
Captain, Football Team, Arkansas Tech University, Russellville, AR, 07/01/13, 05/01/17, 4 Year Letterman, Special Teams MVP Sophomore year, Heart of Texas Bowl Champions
Timeline
Licensed Financial Services Representative
Charles Schwab
12.2023 - Current
Registered Associate
Frost Bank
10.2022 - 07.2023
Administrative Assistant
Frost Bank
08.2021 - 10.2022
Personal Banker II
Frost Bank
10.2018 - 08.2021
Loan Officer Assistant
Homeward Residential
10.2017 - 07.2018
Bachelor of Science in Business Administration -
Arkansas Tech University
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