Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Timeline
Generic

Shelby Deneen

Vancouver,WA

Summary

Deadline-focused individual who is highly effective at operating in fast-paced settings. Resourceful, forward-thinking and proactive while always putting the client's interests first.

Overview

8
8
years of professional experience
1
1
Certification

Work History

Investment Counselor

Fisher Investments
02.2021 - Current
  • Collaborate with existing and prospective clients to ascertain financial goals and provide recommendations on investment solutions.
  • Build and maintain trusting relationships with clients along with educating them on our top-down portfolio strategy, their investments and important market events.
  • Grow existing assets under management while also managing client retention.
  • Partner with the internal portfolio decision-makers, auxiliary research teams, client service associates, to give clients exceptional service.

Senior Consultant

National Insurance Corporation
01.2020 - 12.2020
  • Delivered outstanding service to clients to maintain and extend relationships for future business opportunities.
  • Created and developed detailed work plans to meet business priorities and deadlines.
  • Reviewed, prepared and reconciled monthly financial data to assist management in the reporting and analysis of the company's performance.
  • Supervised the transition and integration of the organization's database into Salesforce.

Comprehensive Financial Risk Manager

Seeman Holtz
12.2017 - 12.2019
  • Employed strong program management skills to successfully define and manage ongoing initiatives designed to control financial risks.
  • Acted as the conduit between clients and other financial experts dedicated to providing unique and customized financial and retirement planning while offering outstanding customer satisfaction.
  • Performed Risk Assessments on clients which identify vulnerabilities relevant to their financial situation and mitigated those risks by implementing products and strategies.
  • Worked directly with the Executive Vice President, increasing production and further developing client relationships.

Senior Funding Manager/Director

Evolution Capital Group
09.2015 - 10.2017
  • Monitored and analyzed business performance to identify areas of improvement and make necessary adjustments.
  • Managed and sustained relationships with existing clients and lenders by providing innovative solutions throughout the funding process.
  • Implemented new guidelines and templates in order to increase profitability.
  • Educated and trained new employees on the company's processes.
  • Oversaw outside sales representatives’ productivity and performance to ensure goals are satisfied.

Education

BBA - Finance

Florida Atlantic University
Boca Raton, FL
12.2014

Skills

  • Results oriented
  • Client Relationship Management
  • B2B and B2C Sales
  • Strong interpersonal and communication skills
  • Proficient computer skills in Microsoft Office
  • Well-versed in Salesforce

Accomplishments

  • Received the top clearance award within our Private Client Group in 2022, successfully onboarding 100% of prospective clients assigned to me.
  • Ranked within the top ten Advisors of the company nationwide in 2018 and 2019.

Certification

  • FINRA Series 65 Licensed


Timeline

Investment Counselor

Fisher Investments
02.2021 - Current

Senior Consultant

National Insurance Corporation
01.2020 - 12.2020

Comprehensive Financial Risk Manager

Seeman Holtz
12.2017 - 12.2019

Senior Funding Manager/Director

Evolution Capital Group
09.2015 - 10.2017

BBA - Finance

Florida Atlantic University

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Shelby Deneen