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Financial Analyst

Location:
Denver, CO
Posted:
September 09, 2020

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Resume:

Ben Holland

**** ****** ******, ********* ***

Boulder, CO 80303

303-***-****

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

Education

University of Colorado Boulder - Leeds School of Business, Boulder, CO May 2020

Bachelor of Science in Business Administration with a dual Emphasis in Finance and Accounting Minor in Economics, Certificate in Social Responsibility and Ethics, Honors Graduate

Cumulative GPA: 3.33

Relevant Courses: Calculus I & II, Derivative Securities, Corporate Financial Reporting I & II, Corporate Finance, Investment and Portfolio Management, Intermediate Economics, Integrated Reporting for Socially Responsible Strategies, Auditing and Assurance Services

Work Experience

Hannigan Law Firm, Denver, CO May 2018 – Present

Administrative Assistant

Assist lawyers and paralegals with detailed financial research and organizational work.

Facilitate relations with over 40 clients and collaborate with multiple departments to ensure effective and efficient communication.

Compile court dossiers for trial use and attended such court cases.

Cetera Investors, Denver, CO May 2019 – August 2019

Financial Intern

Gained knowledge of wealth management products including investment accounts, IRAs, mutual funds, college savings, and life insurance plans.

Collaborated with investment professionals and other interns to tailor multiple financial plans to suit the needs of families and individuals.

The Home Depot, Boulder & Highlands Ranch, CO April 2016 – January 2018

Garden Department and Service Desk

Assisted customers with various problems and tasks while providing them with the tools necessary to remedy the problem.

Answered customer phone calls, resolved customer conflicts, processed returns, and checked out customers with their purchases to ensure customer satisfaction.

Highlands Ranch Metro Districts, Highlands Ranch, CO May 2013 – August 2015

Umpire

Umpired both baseball and softball for kids aged from eight to fourteen while effectively communicating rules and regulations.

Resolved conflicts among coaches, players, and fans.

Leadership

Pi Kappa Alpha – Founding Father, CU Boulder – Assisted three treasurers over four years in managing chapter budget and helped to grow chapter from 20 members to over 140

Orchestrated and ran a social media campaign for Mountain Vista High School FBLA

Skills and Interests

Skills: Proficient in SQL, R, & Microsoft Applications with Advanced Experience in Microsoft Excel

Interests: Basketball, Music, Podcasts (History and Pop Culture), Fantasy Sports, Political Science



Contact this candidate