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Financial Services Professional

Location:
Rock Hill, SC
Salary:
60000
Posted:
March 04, 2024

Contact this candidate

Resume:

Parker Largen

803-***-****

ad334b@r.postjobfree.com

Charlotte, NC

OBJECTIVE

Motivated finance professional with a proven record of success in financial product management, client relationship building, and risk management. Eager to apply my business development expertise and experience to excel in an analyst role within the finance, real estate, or hospitality sectors. EDUCATION

Virginia Tech Blacksburg, VA

B.S. in Finance & Real Estate (Double Major)

Graduation – May 2022

WORK EXPERIENCE

Modern Woodmen of America

Financial Services Professional

Charlotte, NC

February 2023-Present

• Conduct in-depth financial analyses and provide solutions tailored to meet clients’ unique goals

• Assist with the creation of budgets, debt strategy, and investment portfolio management

• Utilize proprietary software to assess client needs, enabling the preparation of accurate financial forecasts and budgets

• Recognized with the Sure Start 1 award for consistently delivering exceptional results The Genau Group Realty

Advisor

Georgetown, Washington, DC

January 2022-January 2023

• Conducted comprehensive analyses of real estate markets and compiled data to generate detailed reports, empowering clients to make well-informed decisions

• Formulated insightful real estate market reports tailored for client use, offering strategic perspectives and informed decision-making support

• Negotiated real estate transactions with landlords resulting in cost savings for clients

• Prepared real estate investment evaluations for clients

• Utilized CoStar and Hubspot software packages to provide due diligence ACTIVITIES, CERTIFICATIONS AND HONORS

SIE (FINRA) and Life/ Health Insurance Licensed

Virginia Tech Soccer Walk-On Athlete/ USC Upstate Division 1 Soccer Player Theta Chi Fraternity

2022

2017-2018

2018-2022

Social Chair (Executive Board Position)

• Built professional and social relationships with other on-campus organizations

• Oversaw the spending of an annual budget of $150k on social events Assistant Treasurer

• Responsible for keeping track of the organization’s funds, documenting expenses

• Prepared reports to show the organization’s financial condition and forecast future cash flows



Contact this candidate