Carissa Mba
Consulting Financial Advisor | Strategic Financial Consultant at Healy & Assocociates | Prairie Village, Kansas, United States
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Carissa Mba is a seasoned Financial Management Specialist and a dynamic Management Consultant, currently leveraging her extensive expertise to provide strategic financial advisory services on a freelance basis. With a robust background in portfolio management, financial systems integration, and data analytics, Carissa excels in delivering tailored strategies that drive portfolio growth, enhance risk management, and improve operational efficiency for a diverse range of clients. Her commitment to optimizing financial performance is evident in her successful track record of implementing advanced financial systems and technologies, which have significantly improved data accuracy and reporting capabilities for her clients.
In her current role, Carissa is actively engaged in key projects that focus on strategic financial planning and commercial banking solutions. She has a knack for lead generation and sales execution, enabling her to develop key accounts and foster strong referral networks. Her expertise in estate planning and commercial lending further positions her as a trusted advisor in the financial services sector. Carissa’s analytical skills and strategic mindset allow her to identify opportunities for improvement, ensuring compliance while maximizing financial outcomes. By combining her knowledge of financial systems with her strategic insights, she not only enhances her clients' financial operations but also empowers them to make informed decisions that drive long-term success. As she continues to expand her consultancy, Carissa remains dedicated to delivering measurable improvements in client financial performance, solidifying her reputation as a leader in the field of financial management.
Consulting Financial Advisor | Strategic Financial Consultant at Healy & Assocociates in May 2015 to Present
Senior Vice President of Wealth Management at INTRUST Bank in November 2017 to April 2024
Capital Campaign at Rockhurst High School in October 2015 to June 2017
Vice President, Regional Investment Officer at Arvest Bank in January 2013 to March 2015
Vice President, Senior Private Client Manager at US Trust, Bank of America Private Wealth Managment in September 2009 to October 2012
Vice President Wealth Management at Bank of America in June 2003 to September 2009
Relationship Manager at American Hospital Association in November 1997 to June 2003
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Team Leadership
Client Relationship Management
Financial Planning
Portfolio Development & Management
Strategic Financial Consulting
Customer Retention
Loans
Professional Services
Organizational Consulting
Portfolio Management
Wealth Management
Strategic Planning
Banking
Strategic Financial Planning
Investment Performance
Investment Sales
Easily Adaptable
Sales Acumen
Intergenerational Wealth Transfer
Sales Campaigns
Strategy
Product Knowledge
Oral Communication
Build Strong Relationships
Financial Concepts
Employee Training
Attention to Detail
Analytical Skills
NASD
Critical Thinking
Teamwork
Mortgage Lending
English
Professional Skills
Client Accounts
Client Presentation
Product Marketing
Positioning (Marketing)
Sales
Lead Generation
Financial Reporting
Face-to-Face Sales
Contract Negotiation
Communication
Partner Relationship Management
Campaigns
Business Planning
FINRA
Healthcare
Institutional Sales
Sales Execution
Internal Sales
Outside Sales
Lead Qualification
Territory Management
Group Presentations
Financial Analysis
New Business Development
Business Strategy
Marketing Strategy
Business Development
Insurance
Marketing
Finance
Family Office
High Net Worth Individuals
Key Account Management
Key Account Development
Manage Client Relationships
Client Development
Sales Presentation Skills
Account Management
Building Strong Referral Networks
Private Banking
International Banking Services
Referral Development
Alternative Investments
Asset Allocation
Asset Management
CRM
Commercial Banking
Commercial Lending
Credit
Credit Analysis
Equities
Estate Planning
Executive Management
Financial Advisory
Financial Services
Investment Advisory
Investment Management
Investment Strategies
Investments
Leadership
Management
Mutual Funds
Relationship Management
Sales Management
Securities
Series 63
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What is Carissa Mba email address?
Email Carissa Mba at [email protected]. This email is the most updated Carissa Mba email found in 2026.
How to contact Carissa Mba?
To contact Carissa Mba send an email to [email protected]. (updated on September 13, 2024)
What company does Carissa Mba work for?
Carissa Mba works for Healy & Assocociates
What is Carissa Mba's role at Healy & Assocociates?
Carissa Mba is Consulting Financial Advisor | Strategic Financial Consultant
What is Carissa Mba's Phone Number?
Carissa Mba's phone (316) ***-*341
What industry does Carissa Mba work in?
Carissa Mba works in the Financial Services industry.
Carissa Mba Email Addresses
Carissa Mba Phone Numbers
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