Marshawna Martin
Tax Advisor
- Role
- Financial Advisor at Primerica
- Location
- Chicago, IL, US
- LinkedIn followers
- 500 followers
About Marshawna Martin
I am currently seeking new opportunities in Analyst roles where I can contribute my expertise, drive meaningful change, and make a lasting impact. If you are looking for a results-oriented professional with a proven ability to drive financial performance, lead high-performing teams, and unlock new opportunities through critical thinking, I would be delighted to connect and explore how I can add value to your organization.I\'m passionate about harnessing my entrepreneurial spirit, leadership abilities, critical thinking, problem-solving, and analytical skills to drive impactful change and deliver exceptional results. With a proven track record of success in the financial analysis field, combined with over 10 years of customer service experience, I am eager to bring my expertise to a challenging Analyst role.My journey as a financial analyst spans four years, during which I have honed my abilities to dissect complex financial data, identify trends, and develop strategic insights that drive business growth. Through meticulous analysis and a deep understanding of financial markets, I have consistently provided accurate forecasts, informed investment decisions, and optimized financial strategies for my clients. My strong command of Excel allows me to efficiently manipulate and interpret data, unlocking hidden opportunities and providing comprehensive reports to guide key stakeholders.In addition to my analytical prowess, I possess a unique blend of leadership and customer service skills that have been instrumental in building lasting relationships and driving team success. Throughout my career, I have led diverse teams, fostering collaboration, inspiring high performance, and empowering individuals to reach their full potential. By cultivating an environment that values open communication, creativity, and accountability, I have consistently achieved remarkable results while fostering a positive and inclusive work culture.What sets me apart is my ability to leverage my critical thinking and problem-solving skills to navigate complex challenges and identify innovative solutions. I thrive in dynamic and fast-paced environments, where I can apply my analytical mindset to dissect multifaceted problems, break them down into actionable steps, and execute strategic initiatives that drive business growth. My passion for continuous learning drives me to stay updated on industry trends, ensuring that I bring the latest insights and best practices to the table.Let\'s connect and collaborate on exciting ventures that will shape the future of the financial industry
Experience
Financial Advisor
Jan 2018 — Present · Chicago, IL, US
Provide strategic advice across a variety of financial products and services (debt management, cashmanagement, insurance coverage, investments)-Assess client’s overall financial picture, understand their needs and develop a solid financial plan-Guide clients towards a profitable and secure financial decision-Cultivate client base and build win-win relationships-Network, generate leads and grab opportunities to sell mutual funds, stocks, bonds etc. to meet sales quotas-Keep abreast of new industry’s trends and research market to back up financial consulting-Oversee the course of the financial plan and update it, if necessary, to ensure profits-Comply with all industry rules and regulations-Liaise with providers, solicitors, valuers and other professionals-Develop and train new representatives
Education
Illinois State University
BS, Finance, General
2011 — 2015
Keller Graduate School of Management of DeVry University
Master of Business Administration (M.B.A.), Marketing
2016
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