Experience

• Northwestern Mutual Financial Network; Hoopis Agency

  Investment Operations Assistant

  - Executed mutual fund orders, facilitated account transfers and established client accounts for one of the largest General Agencies within the Northwestern Mutual Financial Network
  - Organized and conducted training seminars to teach representatives and their staff about the investment process, enhancing operational capacity throughout the agency
  - Educated representatives in one-on-one settings answering inquiries, increasing confidence and capabilities to advance their investment practice

• Shokra Yoga, Inc.

  Yoga Instructor

  - Independently taught classes every Tuesday evening at the Belle Plaine Studio in Chicago.
  - Independently taught classes every Sunday evening at Row Fit Chicago.
  - Led hour and a half classes, combining elements of Vinyasa, Hatha and cardio.
  - Classes provided a great compliment to the traditional workout that loosens tight muscles and gets the heart pumping.

• Northwestern Mutual - Castino Financial

  Director of Investment Operations

  - Strategically manage $250 million of assets under management for high net worth clients, securing their futures through sound advice and comprehensive planning
  - Analyze the portfolios of prospective clients, identifying inefficiencies and authoring summary reports, acquiring $15 million - $20 million in new assets annually
  - Enhance the tax efficiency of client portfolios with tactical asset placement, tax-loss harvesting and utilizing tax codes to increase overall returns and minimize tax liabilities for our clients
  - Strengthen client relationships with proactive communication and providing timely solutions to each of their unique needs, securing a retention rate of 98% on our existing book of business

• US Bancorp

  Relationship Manager

  - Serve as the primary liaison for a select group of mutual fund clients who utilize fund accounting, fund administration, transfer agent, distribution and custody services
  - Lead projects & initiatives, facilitating open communication of client needs, coordinating efforts of multiple teams to deliver integrated solutions and encourage participation, synergy and accountability
  - Identify opportunities to cross sell products and integrate holistic banking solutions into advisors wealth management practices
  - Optimize firm revenue by negotiating client fee schedule amendments based upon fund sponsors shareholder profiles, operational structure and asset growth