Financial Planner - Harvard University



Toni-Ann PorterPort Saint Lucie, FL 34986 * (954) 336-2389 * twporter@g.harvard.eduCore competenciesResearched Focused and detail oriented, adroit communicator skilled in financial analysis, portfolio development and management, business valuation and strategy, forecasting, mergers and acquisitions. Specialization in corporate finance, financial statement analysis, economics and market research.Data Skills: C, Python, and SQL plus HTML, CSS, JavaScript, ExcelEducationHarvard University ext. School, Cambridge, MAMaster of Liberal Arts in Finance, May 2021GPA: 3.5/4.0Corporate Finance Specialization Certificate, Harvard University Ext. School, January 2021Florida state university, Tallahassee, FLBachelor of Science: Social Science, August 2017Interdisciplinary Social Science: focus Economics with minor in Political Science and SociologyAccolades: Dean’s List and President’s ListProfessional ExperienceNorthwestern Mutual, Fort Lauderdale, FLFinancial Planner, 2018 – 2019Produced 60% more than average by acclimating to changes in client’s life, financial status and capabilities Sold $30,000 of risk management premium in first 4 months in businessAdvised 60+ clients on their financial needs by developing successful growth plans through integration of insurance and investmentsAssessed potential risks, averted financial deterioration by strategically cutting costs and rerouting fundsManaged client relations, built rapport and maintained 95% client retention rateTotal quality logistics, Fort Lauderdale, FL Logistics Account Executive, 2017 – 2018Specialized in Department of Defense contracts, provided daily freight to aid in military efficiency Negotiated contractual rates and market rates, analyzed logistical operations to increase account profitsAchieved at least a 50% profit on account generating 300k annually Liaison between 100+ distribution and freight companies to match daily market demandFacilitated logistic aid to Puerto Rico after Hurricane Maria for reliefKey ProjectsAddressed the racial inequity in all of Memphis by collaborating with the University of Memphis’ Economic Development and Government Relations Department and successfully developing a financially feasible urban policy planEfficiently utilized $1 million of investments in publicly traded stocks via technical and fundamental analysis to develop a mean-variance optimized portfolio for real-word application ................
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