LaTiffany Gilmore Khan
Dothan,AL
Summary
Highly motivated Senior Financial Advisor with career spent turning prospective leads into lucrative clients. Poised, sharp and possessing extensive strategy and client engagement experience. Proven history of accuracy and great client service.
Overview
23
23
years of professional experience
Work History
Sr Branch Banker III
PNC Bank
Dothan, AL
03.2005 - Current
- Helped clients plan for and fund retirements using mutual funds and other options to manage, customize and diversify portfolio.
- Assisted clients with preparing financial plans, conducting investment research and completing trades and transactions to assess and meet financial goals.
- Recruited, trained and mentored junior financial and support staff to generate ideas, share knowledge and commit to building successful company.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Managed client portfolios on consistent basis and contacted clients to provide details on investments.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Mentored and trained highly talented staff, which prepared team members for providing exemplary service to clients.
- Partnered with local organizations to provide specialized financial planning support to diverse populations with unique needs.
- Developed thorough understanding of each client's needs and financial situation by asking questions and conducting research.
- Crafted suitable financial strategy for each client based upon his or her needs and future goals.
- Met with clients to discuss assets, expenses and long-term and short-term investment goals to devise personalized financial plans.
- Delivered strategy advisement and corporate financing to clients.
- Boosted sales by 100% and exceeded sales target by employing consultative sales tactics and superior customer care.
- Worked with clients to support understanding of rationale and details of financial strategies.
- Performed due diligence and valuation processes.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Cross-sold wide range of services and products to increase new business and expand existing customer relationships.
- Helped customers prepare documents required to complete transactions and process requests.
Assistant Manager
Shaan's Jewelry
Dothan, AL
07.1997 - 01.2003
- Strengthened merchandising and promotional strategies to drive customer engagement and boost sales.
- Developed loyal and highly satisfied customer base through proactive management of team customer service strategies.
- Reduced corporate costs by developing and implementing improved merchandising, receiving and maintenance procedures.
- Planned team-building exercises to increase employee performance and job satisfaction.
- Increased sales by driving operational efficiencies and building excellent customer rapport.
- Verified inventory counts remained within monthly tolerance levels and compiled financial data in compliance with budget.
- Assisted in organizing and overseeing assignments, planning and coordinating in-house and outsourced resources.
- Achieved recognition for contribution to store success by optimizing sales.
Accounts Receivable Clerk
Dothan Eagle
Dothan, AL
01.1998 - 06.1998
- Reconciled accounts receivable ledger to verify payments and resolve variances.
- Processed bill reminders and consulted with third-party collection agency to resolve past-due customer accounts.
- Prepared billing statements and invoices for customer purchases and recorded transaction date, price and fees to support accuracy.
- Used accounting software to reconcile accounts, track income and generate invoices.
- Investigated daily variances and corrected errors to resolve discrepancies.
- Reported financial data and updated financial records in ledgers and journals.
- Responded to inbound inquiries regarding accounts and payments.
- Made outbound calls to vendors and customers to discuss and resolve account needs.
- Submitted cash and check deposits and generated cash receipts to record money received.
- Applied proper codes to invoices, files and receipts to keep records organized and easily searchable.
- Prepared and mailed invoices to customers, processed payments and documented account updates.
- Tracked business revenue and expenditures and reconciled accounts to maintain high accuracy.
- Tracked invoices, receipts and deposit slips to generate monthly fiscal statements.
Education
Associate of Science - General Education
English As A Second Language At Troy University
Troy, AL03.2020
Associate of Science - Business Administration And Management
Troy University
Troy, AL12.2006
Skills
- Critical Thinking
- Client Recruiting and Retention
- Analytical Thinking
- Microsoft Excel
- Financial Goal Planning
- Income Projections
- Financial Plan Development
- Debt and Credit Management
- Cash Flow Projections
- Customer Expectations Management
- Honest and Ethical
- Risk Assessment
- Proposals and Presentations
- Client Engagement
- Quantitative Analysis
- Client Confidentiality
- Customer Referrals
- Investment Guidance
Additional Information
References Available Upon Request
Timeline
Sr Branch Banker III
PNC Bank
03.2005 - Current
Accounts Receivable Clerk
Dothan Eagle
01.1998 - 06.1998
Assistant Manager
Shaan's Jewelry
07.1997 - 01.2003
Associate of Science - General Education
English As A Second Language At Troy University
Associate of Science - Business Administration And Management
Troy University