Financial Planning Data Analysis

Brendan Cook

********@**.*** 248-***-****

www.linkedin.com/in/brendancook-ksb/

EDUCATION & HONORS

Indiana University, Kelley School of Business – Bloomington, IN May 2026 Bachelor of Science in Business GPA: 3.50 / 4.00

Major: Finance Co-Major: Business Analytics

• Honors/Awards: Dean’s Scholarship, Brian D. Jellison Living Learning Center, Hoosier Scholar RELEVANT CLASSES

BUS-S 364: Business Data Programming – Bloomington, IN August 2023 – December 2023 Student

• Utilize Python programming to articulate and analyze data, create observations, and visualize the results BUS-K 303: Technology and Business Analysis – Bloomington, IN January 2024 – June 2024 Student

• Proficient in Microsoft Excel including creating pivot tables, data graphs and charts, data analysis, and lookup functions ACTIVITIES

Financial Planning and Analysis Workshop – Bloomington, IN August 2023 – Present Active Member

• Develop professional and technical skills for career preparation in private wealth management, financial planning, and related fields

• Engage with a network of guest speakers and upperclassmen to gain insight into what is happening in the financial business world including interest rates, how banks are constantly changing, and weekly updates to the stock market Brazilian Jiu-Jitsu Club – Bloomington, IN January 2023 – Present Active Member

• Teach new members on the basics of Jiu-Jitsu and show them specific skills in a clear and safe manner

• Inspire people to live healthier lifestyles and take care of their bodies by coaching them through workouts and providing them with the support needed to reach their personal goals

JLLC Ambassador – Bloomington, IN March 2023 – April 2023 Volunteer

• Represented the JLLC and the Kelley School of Business as a student tour guide, leading over 50 families on a 30-minute tour of the McNutt dining hall and dormitories along with a team of two others

• Articulated the unique benefits of living within the JLLC and the amenities of the McNutt quadrangle as well as fielded questions from prospective students and their families about anything related to the social and academic aspects of the school Recycling Club – Novi, MI October 2020 – May 2022

Member

• Worked with teams of 5 to gather up all the recycling and trash from a section of the school to promote environmental sustainability

• Increased recycling percentage in the school by 25% because of efforts made to inform the students on the benefits of recycling PROFESSIONAL EXPERIENCE

AssuredPartners – Sterling Heights, MI May 2024 – August 2024 Commercial Lines Account Management Intern

• Assisted in the management of client insurance portfolios in EPIC (Agency Management System), including coordinating policy renewals and issuing certificates of insurance

• Partnered with 5 interns in an I2I project to compete against 200 other interns across the country

• Conducted extensive data analysis on clients’ portfolios to consolidate the data for project liftoff, which aimed to combine over 100 different operating systems into EPIC as a central data base Deadwood Bar & Grill – Northville, MI May 2023 – August 2023 Kitchen Steward

• Collaborated with a group of 3 co-workers to achieve a smoothly functioning kitchen and dining area to ensure the efficiency of food production and distribution to the customers

• Supported the kitchen staff by utilizing communication between the front-of-house and back-of-house to establish a chain of information that limited the amount of confusion and misinformation

• Ensured the cleanliness and sanitation of all kitchen equipment, utensils, and dishes by multi-managing 16 bus tubs across the restaurant that were changed regularly

Ski Team Assistant Instructor – Novi, MI November 2020 – March 2021 Volunteer

• Coached 5 new members of the team on the basics of how to ski and complete both slalom and giant slalom races

• Set up and tore down drills to create an efficient practice slope for the team to use h

INTERESTS

Scuba Diving UFC International Travel Soccer EDM Game of Thrones Detroit Lions

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