Sue Richardson
Wheaton,IL
Summary
Dedicated professional with strong history of exceeding company objectives utilizing analytical, creative and organized practices. Skilled in working under time constraints and adapting to new situations and challenges. Trusted resource to foster team collaboration and outside business relationships.
Overview
13
13
years of professional experience
Work History
Senior Portfolio Analyst and 401K Lead
Brookstone Capital Management
Wheaton, Illinois
04.2008 - 06.2021
- Directly assisted in growing Assets Under Management (AUM) from 235 million to more than 3 billion prior to M&A
- Analyzed portfolios by focusing on performance, risk, deviation, correlation and allocation
- Generated detailed proposals substantiating improvements for over 345 Financial Advisors utilizing multiple software applications
- Educated Financial Advisors on proposals as to how suite of investment choices were devised and interacted to create strategic diversification
- Produced and managed 401K offering for Financial Advisors to sell. Increased AUM by educating advisors on all aspects of plan
- Trained and managed staff, workload, daily deadlines, priorities and editing culminating in excellent customer service to Advisors
- Communicated market developments, monthly performance numbers, revisions/additions, fees and changes in procedures to Financial Advisors regarding suite of investments and the 401K plan
- Developed income plans and Social Security strategies.
- Managed multiple data bases with extensive data digitizing
Education
Bachelor of Science - Business Administration And Management
Western Illinois University
Macomb, ILSkills
- Analytical and creative thinker
- Detail oriented and highly organized
- Appreciates team collaboration but also is independently motivated
- Strong written and verbal communicator
- Relationship builder
- Goal centric
- Inquisitive
- Highly proficient in these software applications; Morningstar Work Station and Direct, Riskalyze, Hidden Levers, Social Security Analyzer, Kwanti, YCharts, Money View, BlackRock 360 Evaluator and Microsoft Suite (Excel, Word, Outlook)
Timeline
Senior Portfolio Analyst and 401K Lead
Brookstone Capital Management
04.2008 - 06.2021
Bachelor of Science - Business Administration And Management
Western Illinois University
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