Shadene Stewart
Louisville,Kentucky
Summary
Results-driven financial professional specializing in investment strategies, risk management, and client relationship development. Leverages strong analytical skills and effective communication to drive financial objectives and foster team collaboration. Adapts to changing market conditions to deliver optimal client outcomes while ensuring compliance with regulatory standards.
Overview
6
6
years of professional experience
1
1
Certification
1
1
Language
Work History
Financial Advisor
BPM Financial Limited
10.2014 - 04.2020
- Strategized financial plans for client short & long-term goals.
- Educated clients on investment products, enhancing their understanding of stocks and bonds.
- Managed client portfolios while analyzing market trends to inform investment strategies.
- Delivered detailed portfolio reviews, identifying opportunities for investment growth.
Financial Advisor
Chancellor Insurance Agency Limited
02.2014 - 10.2014
- Increased sales through targeted life and health insurance policy recommendations.
- Converted leads into customers by implementing effective sales strategies and conducting client interviews.
- Generated revenue through successful promotion of insurance products.
Education
Bachelor of Arts - Journalism and Public Relations, International Studies
Miles College
Birmingham, Alabama05-2010
Skills
- Investment strategy
- Sales strategy
- Analytical thinking
- Portfolio management
- Retirement planning
- Attention to detail
- Debt management
- Critical thinking
- Relationship management
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
Extra-curricular Activities
Certificate of Completion The Jamaica Stock Exchange’s e-Campus President and co-founder Miles College Association of Black Journalists Miles College Student Government Association President Miles College International Studies Club President Communications Club Miles College Certificate of Completion The Jamaica Stock Exchange’s e-Campus President and co-founder Miles College Association of Black Journalists Miles College Student Government Association President Miles College International Studies Club President Communications Club Miles College
Certification
- Certified Financial Advisor, BPM Financial - 2017
Languages
English
Professional Working
Timeline
Financial Advisor
BPM Financial Limited
10.2014 - 04.2020
Financial Advisor
Chancellor Insurance Agency Limited
02.2014 - 10.2014
Bachelor of Arts - Journalism and Public Relations, International Studies
Miles College