Tori Henry
Lone Tree,CO
Summary
Managed over 200 million with Executive Partner. Handled all compliance issues within the firm. Worked with all clients with service issues. Handled all tax implications of the firm. Fast-paced worker with a bit of a social side. :) Handled most of all trades. Managed all back-office activities. Attention to all details. Account Management – Opening and Transfers. In charge of all Financial Plans via Wealth Vision. Managed front office staff. Dynamic in creating client proposals. Proficient in Excel and all versions of Microsoft applications
Overview
17
17
years of professional experience
Work History
Partner
Coordinated Financial Services
01.2010 - 03.2023
- Stayed informed on industry developments and market trends to gain competitive advantage.
- Collaborated with colleagues and support staff to maximize team efficiency.
- Networked with other professionals and organizations to expand contacts and opportunities.
- Developed and implemented strategies to enhance partner relations.
- Oversaw firm's day-to-day administrative operations, provided guidance to support staff and enforced compliance with state, federal, and local regulations across organization.
- Spoke with peers to verify task completion, meeting tight deadlines, and schedules.
- Provided outstanding service to all individuals, promoting effective, and lasting business relationships.
- Evaluated productivity and quality of service and made recommendations for improvement to reach firm's short-term and long-term goals.
- Counseled clients on potential outcomes of legal matters.
- Minimized risk exposure through careful advice on business operations and strategic plans.
- Communicated with clients and collected information to research cases and prepare settlement offers.
Education
MBA -
Colorado of Denver
Denver, COTimeline
Partner
Coordinated Financial Services
01.2010 - 03.2023
MBA -
Colorado of Denver
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