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financial planner

Tampa, Florida, United States
May 12, 2019

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Mohannad Kiswani

Tampa, FL 813-***-****


To achieve a position as a financial advisor where I can apply my knowledge, skills and experiences to help clients reach their financial goals.


MoneyGuidePro Community Outreach Financial Planning

Microsoft Office Public Speaking Investments

Tableau Fluent in English, Arabic Financial Budgeting


University of South Florida Tampa, FL May 2019

Bachelor of Science - Personal Financial Planning

GPA in major is 3.5

Honors, Awards, memberships

Won the first place for a comprehensive financial plan group project, presented the plan to the Dean of the USF Muma college of business and 45 finance firms.

I have a certificate for participating in the Raymond James advanced topics in personal financial planning

Work Experience

Metro PCS April 2016 - December 2018

Retail Sales Associate Tampa, FL

Enhanced and maintained strong client relationships to ensure leads, future business and maximum productivity.

Exceeded monthly sales quotas for phones, cellular activations, and accessories by 15%

Proposed recommendations to management for sales and service process improvements

Approached service and sales needs with patience, honesty and empathy.

Petra May 2017 - February 2018

Assistant Manager Tampa, Fl

Maintained weekly records of amount receivable and payable.

Process deposits, withdrawals and other banking transactions.

Conducted weekly meetings to foster teamwork and personal and professional growth.

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