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Click here or scroll down to respond to this candidate Candidate's Name
Geneva, Illinois | PHONE NUMBER AVAILABLE | EMAIL AVAILABLE | LINKEDIN LINK AVAILABLE
~ WEALTH PLANNING SPECIALIST ~
HEADLINE
SEASONED WEALTH AND ESTATE PLANNING SPECIALIST: Offering 13+ years of experience and advanced
knowledge in wealth management, trust administration, and tax planning for high-net-worth individuals,
entrepreneurs, and private business owners in a wide variety of industries.
QUALIFICATIONS PROFILE
PASSIONATE CLIENT ADVOCATE: Proven ability to build, maintain, and deepen relationships with diverse
clients through personalized financial strategies, exceptional consultation skills, and a client-centric approach.
TRANSFORMATIVE PROJECT MANAGER: Committed to fostering dynamic and collaborative team
environment with external partners, clients, VFOs, CPAs, outside counsel, and wealth advisors to enhance the client
experience and achieve their financial goals.
EXCEPTIONAL COMMUNICATOR AND PRESENTER: Powered with superior written and oral communication
abilities to clearly articulate financial plans, educate clients, and influence decision-making processes.
CORE COMPETENCIES
Comprehensive Financial Planning | Estate Planning | Tax Planning | Life Insurance Planning | Strategic Planning | Trust
Administration | High-Net-Worth Client Management | Investment Advisory | Client Consultation | Emotional Intelligence
| New Business Acquisition | Client Relationship Building | Financial Literacy | Risk Mitigation | Regulatory Compliance |
Excellent Decision-Making, Presentation, Analytical, Influencing, Problem-Solving, and Communication Skills
PROFESSIONAL EXPERIENCE AND IMPACT
PARTNERS WEALTH MANAGEMENT Naperville, IL
PROJECT MANAGER Jun 2011 Jul 2024
Enhanced wealth management strategies for high-net-worth clients and ensured personalized, client-focused
solutions by driving innovative financial planning initiatives.
Improved client satisfaction and policy performance by optimizing life insurance portfolios such as Personal,
COLI, ILITs, SLATs, and Premium Financing, identifying opportunities, case design, managing underwriting,
and conducting in-depth policy reviews.
Increased client financial leverage by acting as strategic lending liaison, facilitating SBLOCs, premium
financing, mortgages, HELOCs, and business LOCs to support clients' diverse financial needs and goals.
Tailored clients' income protection solutions and financial security through implementation of robust disability
insurance coverage.
Maximized clients' retirement savings by integrating life insurance and diligently managing qualified plan
strategies such as cash balance plans, and 401(k)s with profit sharing.
Streamlined complex estate processes for clients by performing thorough reviews of estate planning
documents, delivering wealth transfer and advanced estate planning strategies, guiding estate plan funding,
and creating comprehensive estate planning schematics.
Outperformed client retention and business growth by leading new business acquisition efforts, nurturing
existing client relationships, and presenting tailored financial plans using advanced analytic tools and wealth
planning software.
Distinguished as an integral member of the Advanced Planning & Strategies Team, producing collateral
material, newsletters, and white papers to educate, inform, and motivate clientele.
Candidate's Name , PAGE TWO
R.G. SMITH EQUIPMENT CO. Des Plaines, IL
OFFICE MANAGER May 2002 Jun 2011
Optimized office efficiency by assisting the President, Vice President, General Manager, and sales staff with
administrative support, resulting in streamlined operations and improved workflow.
Spearheaded inventory management and financial tasks including accounts receivable, accounts payable, and
collections, leading to drastic reduction in overdue accounts and increased overall financial accuracy.
EMERITUS COMMUNICATIONS Rolling Meadows, IL
DEALER SUPPORT COORDINATOR July 2001 April 2002
Supported 13 dealer managers and a regional vice president by streamlining contract review, data entry, and
pre-sales/post-sales processes, enhancing dealer relations and customer satisfaction.
Improved operational efficiency and communication by creating and editing computer documents, regional
newsletters, presentations, and spreadsheets, resulting in more effective order tracking and dealer support.
PHEASANT RUN RESORT AND CONVENTION CENTER St. Charles, IL
ADMINISTRATIVE ASSISTANT FOR CONVENTION SERVICES AND SALES |
FRONT DESK AGENT | RESERVATION AGENT December 1998 July 2001
Revitalized banquet event planning and sales processes by efficiently handling data entry, pre-processing
banquet event orders, and verifying sales contracts, ensuring seamless operations for convention services.
Provided cross-departmental support to the Mega Expo Center, Catering Department, and Sales Department,
contributing to the overall success of large-scale events.
EDUCATION
COURSEWORK IN ACCOUNTING | Roosevelt University Chicago, IL: May 2014
LICENSURES
ILLINOIS INSURANCE PRODUCER LICENSE, VARIABLE CONTRACTS | Illinois Department of Insurance: Oct 2015
SERIES 66 | Financial Industry Regulatory Authority (FINRA): May 2015
SERIES 7| Financial Industry Regulatory Authority (FINRA): Mar 2015
ILLINOIS INSURANCE PRODUCER LICENSE, HEALTH AND LIFE | Illinois Department of Insurance: Oct 2011
TECHNICAL SKILLS
FINANCIAL SOFTWARE: Envestnet, eMoney, Wealthscape, Wealth Management Software
CRM SOFTWARE: SmartOffice, Redtail
DOCUMENT MANAGEMENT: Laserfiche
MICROSOFT OFFICE SUITE: Word, Excel, PowerPoint, Outlook, Teams
MEETING SOFTWARE: Zoom, WebEx
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