Finance

Brett Himmelein

Phone: 269-***-****

E-Mail: adh5lp@r.postjobfree.com

Professional Profile

Dependable, quick learning and innovative graduate at Western Michigan’s Haworth College of Business pursuing a job where I can use my knowledge of finance to help with the success and growth of the business, as well as develop and grow my personal skills and strengths.

•Experience in financial programs such as Bloomberg and Morningstar.

•Great in team environments because of past jobs and a background in sports.

•Exceptional organization skills.

•Proficiency at Microsoft Office: Excel, Word, PowerPoint, Access, and Outlook.

Education

Western Michigan University, Haworth College of Business, Kalamazoo, MI

Major: Personal Financial Planning, Minor: General Business GPA 3.23

Bachelor of Business Administration Graduated: May 2020

Related Coursework and Topics Studied: Corporate Finance, Business Plan, Debt to Worth, Expense

Analysis, Financial Analysis, Net Present Value, Risk Management, Stocks, Mutual Funds, Globalization Experience

Florida Financial Advisors, Tampa, FL February 2020- Present Junior Financial Consultant

•Obtained clients for my book of business.

•Researched and provided fund reports for portfolio implementation.

•Developed financial plan for families leveraging internal financial planning models.

•Obtained SIE, Series 65, and Series 6 licenses.

Walters & Associates LLC, Kalamazoo, MI February 2018- March 2019 Internship

•Input client’s information into Salesforce

•Created marketing tools to find new clients

•Helped create financial plans for clients

Mass Mutual, Kalamazoo, MI May 2018- August 2018 Internship

•Passed Michigan Life, Accident and Health Producer exam

•Engaged with customers and found insurance to fit their needs

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