Shantera Brown, MBA
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Exceptional knowledge in asset management, private banking, portfolio management, credit and lending.
Overview
8
8
years of professional experience
1
1
Certification
Work History
Client Associate
RBC Royal Bank
08.2022 - Current
- Coordinated advice events aimed at strengthening relationships between existing clients while simultaneously attracting new prospects interested in the bank's products and services.
- Collaborated with colleagues to develop innovative strategies for improving overall client experience.
- Developed strong relationships with clients by understanding their individual needs and preferences, tailoring communications accordingly.
- Contributed to the growth of assets under management by working alongside senior associates in identifying potential opportunities for portfolio expansion.
- Participated in ongoing professional development programs enhancing industry knowledge necessary for providing high-quality advice about market trends affecting client investments.
Assistant Relationship Manager
Gonet & Cie
01.2020 - 12.2021
- Assisted Relationship and Senior Managers in managing a diverse portfolio of clients, ensuring optimal satisfaction levels though tailored financial strategies for each individual client, maximizing investment returns.
- Evaluated risks associated with credit products prior to approval or renewal to protect company assets while supporting profitable growth opportunities for clients.
- Maintained a high level of knowledge surrounding industry trends, competitor products, and regulatory changes to provide well-informed advice and support clients effectively.
- Monitored economic trends and market developments to provide clients with accurate data-driven insights for informed decision-making processes.
- Supported the development of new business opportunities through research and analysis, helping expand the firm''s client base.
Data Document Management
Gonet & Cie
03.2017 - 01.2020
- Implemented user-friendly file naming conventions for enhanced searchability of electronic files across various platforms.
- Provided excellent customer service, resolving issues related to documentation promptly and professionally.
- Collaborated with cross-functional teams for seamless information sharing and document exchange.
- Analyzed internal processes related to document control; identified areas needing improvement; proposed changes that led to the adoption of new, more efficient practices.
- Streamlined workflows for increased productivity with thorough document organization.
Client Structure & Platform Data Analyst
JP Morgan Chase
03.2016 - 03.2017
- Enhanced business efficiency by identifying trends and patterns in complex datasets.
- Designed and developed data pipelines to acquire, clean and process data.
- Established a culture of continuous improvement by fostering open communication channels and encouraging feedback on data analysis methodologies.
- Implemented robust quality control measures to minimize errors and improve the reliability of analytical outputs.
- Collaborated with cross-functional teams to ensure data integrity and accuracy, resulting in better-informed decisions.
Education
MBA - Finance
Hult International Business School
Boston, MA08.2023
BBA - Business And Enterprise
Edinburgh Napier University
Edinburgh, Scotland07.2020
Skills
- Revenue Growth
- Stakeholder Management
- Risk Mitigation
- Financial Planning
- Investment Management
- Financial reporting and analysis
Certification
CFA Investment Foundations Certificate, 01/2020
CFA Institute
Timeline
Client Associate
RBC Royal Bank
08.2022 - Current
Assistant Relationship Manager
Gonet & Cie
01.2020 - 12.2021
Data Document Management
Gonet & Cie
03.2017 - 01.2020
Client Structure & Platform Data Analyst
JP Morgan Chase
03.2016 - 03.2017
MBA - Finance
Hult International Business School
BBA - Business And Enterprise
Edinburgh Napier University
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