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Lisa K

Manager - 20 Years of Experience - Near 63304

Occupation:

Manager

Location:

Saint Peters, MO

Education Level:

Master

Will Relocate:

YES

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QUALIFICATIONS PROFILE Efficiency and process flow driven with team work consistently the focus. Proactively work with Team Members to reduce financial risk and meet financial goals. Actively work with others to increase current and future opportunities and remove the barriers to achieve company objectives. Able to perform and welcome the challenges of high volume, high pressure situations to meet Financial Goals Drove * Series 7 and Series 66 Licenses * Initiated Investment strategies based on Clients financial goals * Trained new representatives * Member of Financial Planning team * Wealth Management software and sales the development of Global Financial Risk Policy * Implemented and maintained risk management policy for 7 business lines * Quantified risk and negotiated national sales contracts * Conducted Credit Scoring and a systematic credit limit/risk score review process * Credit limits in excess of $1million * Presented financial risk summaries to Corporate Executives * Implemented Credit Risk Strategies to the Accounts Receivable portfolio * High Level Detailed financial ratio and trend analysis

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