Dynamic financial expert with a proven track record at New York Life Insurance Co, specializing in investment advice and relationship building. Excelled in developing comprehensive financial plans and securing grants, demonstrating exceptional analytical skills and interpersonal communication. Achieved continuous improvement through strategic planning and problem-solving, ensuring client satisfaction and organizational success.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Professional
New York Life Insurance Co
12.2022 - Current
Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
Established new client relationships by conducting thorough needs assessments during initial consultations.
Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on individual needs.
Facilitated new client onboarding process and investment account setup.
Grants Manager
BETHEL-CAN
12.2017 - 10.2022
Implemented feedback loop with grant recipients to gather insights and success stories, enhancing future proposals.
Established comprehensive database for tracking grant opportunities and deadlines, ensuring no missed applications.
Streamlined application reviews for faster decision-making, leading to higher volume of processed grants.
Monitored project timelines closely, ensuring timely completion of tasks to meet donor deadlines.
Implemented innovative solutions to overcome obstacles faced during project execution, ensuring goals were met effectively.
Grants Administrator
Westvillenyc
10.2015 - 07.2017
Improved organizational success rate with securing grants through comprehensive proposal writing and editing.
Conducted basic and in-depth research to meet grant investigation needs.
Streamlined the grant application process by developing and implementing efficient workflow systems.
Established strong relationships with funders through timely communication, progress updates, and acknowledgment of support.
Maintained accurate records of all grant-related documents, including proposals, contracts, reports, and correspondence.
Education
Master Of Science - International Business Finance
Touro University
New York, NY
06.2022
Bachelor Of Science - Finance
Touro University
New York, NY
06.2018
Skills
Investment advice
Relationship building and management
Sales expertise
Retirement planning
Financial Services
Financial Planning
Market forecasting
Loans
International Finance
Analytical Thinking
Attention to Detail
Microsoft Excel
Financial Budgeting
Financials Analysis
Regulatory knowledge
Funding Research
Grant compliance
Problem-solving abilities
Multitasking
Excellent Communication
Organizational Skills
Team Collaboration
Adaptability and Flexibility
Strategic Planning
Compliance Monitoring
Partnership Development
Funding Strategies
Problem-Solving
Team Leadership
Decision-Making
Interpersonal Skills
Professionalism
Interpersonal Communication
Time management abilities
Problem-solving aptitude
Analytical Skills
Critical Thinking
Relationship Building
Conflict Resolution
Continuous Improvement
Certification
NY State Life, Accident, and Health, November 2022
Project Management, from Coursera, Google, September 2022
Data Analytics, from Coursera, Google, August 2022
Languages
French
Native or Bilingual
Spanish
Limited Working
Moore
Native or Bilingual
Dioula
Native or Bilingual
Timeline
Financial Professional
New York Life Insurance Co
12.2022 - Current
Grants Manager
BETHEL-CAN
12.2017 - 10.2022
Grants Administrator
Westvillenyc
10.2015 - 07.2017
Master Of Science - International Business Finance
Financial Services Professional at New York Life Securities/ New York Life InsuranceFinancial Services Professional at New York Life Securities/ New York Life Insurance
In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.In House Lawyer and Independent Lawyer at Aviva India Ltd. Max New York Life Insurance Co. Ltd. and PNB MetLife Insurance Company Ltd.