Financial Advisor Manager

Kuria Mwangi

*** * ******** **.● Charlotte, NC **202● 404-***-****

*********@*****.***

Education

DAVIDSON COLLEGE, Davidson, NC May 2014

Bachelor of Arts in Economics

Courses: Introductory Economics, Elementary Spanish II, Calculus & Modeling, Intermediate Spanish, Macroeconomics, Microeconomics, Statistics, Econometrics, Introduction to Accounting, Intermediate Accounting UNIVERSITY OF MINNESOTA, Buenos Aires, Argentina Fall 2012 Language and Culture in Buenos Aires

Experience

PNC INVESTMENTS, Charlotte, NC June 2015 - Present Financial Advisor

• Consult with clients to determine financial needs and goals and develop growth plans

• Prepared financial performance reports detailing successful plan outcomes

• Wrote and executed basic SQL queries for strategic investment analysis for our clients

• Continuously networked with business partners within PNC to help build my client based

• Offered detailed, research-based advise on strategies to meet clients’ needs VIRGINIA ASSET MANAGEMENT, Charlotte, NC March 2015 - May 2015 Financial Advisor

• Created comprehensive financial plans along with a team of experts

• Helped educate people on the importance of creating a sound financial plan for retirement

• Used a wide array of resources to make sure client got the best product for their plan VANGUARD, Charlotte, NC June 2014 – March 2015

Client Relationship Specialist

• Provided Investment Guidance to clients helping them find which Vanguard Product that is right for them

• Helped inexperienced investors learn what investment products/strategy was best for themselves

• Acted as an advocate for my clients in order to provide the best customer experience CALVERT INVESTMENTS, Bethesda, MD

Product Management Intern March 2013 - August 2013

• Worked for the first Sustainable Research Investment company in the nation that uses strict investment criteria

• Created the new template for the product scorecards that enabled the distribution team to automate the process

• Conducted research on competing mutual fund products to see how our products compared to theirs

• Programmed search queries within Simfund to provide important data for the Distribution Team Leadership

KAPPA SIGMA FRATERNITY, DELTA CHAPTER March 2011 – May 2014 Treasurer

• Managed the budget for food and activities for the 50 members of the fraternity

• Coordinated with our Social Chair to plan fraternity events

• Managed the tax forms and tax information for the fraternity Kitchen Manager

• Acted as a liaison between the kitchen staff and the rest of the fraternity

• Organized the menu for the week and the daily clean-up of the kitchen area JOHN FRANKEL SCHOLARSHIP COMMITTEE Fall 2011- May 2014

• Helped organize memorial golf and kickball tournament for a brother that passed away

• Have raised over $250,000 dollars for the scholarship over the past 2 years MICROFINANCE CLUB January 2012 - May 2014

• Have helped provide loans to entrepreneurs in many different countries around the world

• Manage $20,000 that we use to finance many entrepreneur programs in 83 different countries

• Create events with the student body to help raise awareness about micro-finance Skills & Languages

Series 7, 63, & 65 certified

NC Life, Health & Accident License

Proficient in Microsoft Word, Excel, PowerPoint

Basic Skills in Java, HTML programming, the use of Fireworks, Dreamweaver, Flash, Simfund, and Morningstar Direct Proficient in SQL queries with knowledge of statistical analysis of data in production of reports, tables and graphs

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