Financial analyst

Location:

Posted:

May 18, 2020

Azen Reier

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

EDUCATION

Bachelor of Science in Finance December 2019 Raj Soin College of Business, Wright State University, Dayton, Ohio

RELEVANT COURSEWORK

• Financial Management

• Financial Planning

• Quantitative Business Modeling

• Financial and Managerial Accounting

PROFESSIONAL EXPERIENCE

Financial Advisor January 2020- April 2020

Northwestern Mutual, Dayton Ohio

•Collected data from clients using verbal communication

•Used planning software to design personalized financial plans

•Educated clients on various financial concepts

College Financial Representative January 2019 - January 2020

Northwestern Mutual, Dayton Ohio

•Created holistic financial plans

•Sold various products to clients to support the plans

•Top 100 intern in the United States

Crew Trainer January 2015 - May 2018 Wendy’s, Sidney, Ohio

• Trained individuals in various positions

• Handled financial transactions

ACTIVITIES and CERTIFICATES

Certified, Bloomberg Marketing Concepts

Licensed, Ohio Accident, Life, Health Series 11-35 Secretary, Finance Club, Wright State University

Member, Entrepreneurship Club, Wright State University