Financial Services Professional
Resume:
Parker Largen
********@**.***
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
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