Financial Planning Specialist
Resume:
LUKE DEITZ
Tallahassee, FL
********@*****.***
SUMMARY
Self-motivated and eager to pursue a career as an analyst. Relocating to the Atlanta metro area in February 2021.
WORK EXPERIENCE
Financial Planning Specialist - Northwestern Mutual March 2019- December 2020 (COVID Layoff)
Tallahassee, FL
● Developed comprehensive financial plans for clients that incorporated investments, insurance and debt management.
● Utilized in house software to project plans output to forecast outcomes using a standard analysis and Monte Carlo analysis based on assumptions
● Examined clients situations to based on income, debt and goals to make recommendations to fit their specific situations
● Updated financial plans based on clients evolving situations Financial Examiner/Analyst - Office of Financial Regulation December 2016-September 2018 Tallahassee, FL
● Assisted in performing offsite and onsite examinations of state chartered banks
● Gathered and evaluated data pertaining to banks Capital, Earnings, Asset Quality, Liquidity and Sensitivity to Market Risk levels
● Experience in writing examination comments meant for bank management and the board of directors
● Ensured compliance with applicable laws and regulations
● Assessed whether budgets and strategic plans created by bank management were appropriate based on the size and structure of bank
● Experience with institutions with assets sizes of 100 million to 1 billion
● Worked independent state exams as well as concurrent exams with FDIC
● Completed three of five FDIC examiner schools including Asset Liability Management School EDUCATION
Florida State University, Tallahassee, FL 2016
Bachelor of Science, Real Estate and Finance
RELEVANT COURSEWORK
● REAL ESTATE MARKET ANALYSIS
Tallahassee, FL 2016
o Utilized Argus Enterprise software to generate a 10-year cash flow analysis of a $100 million property with more than 25 tenants
o Gathered analyzed relevant data using Costar to accurately calculate triple net lease trends o Searched public records for transactions such as sales, leases and assessments
● REAL ESTATE INVESTMENT
Tallahassee, FL 2016
o Collected data from Leon County’s property appraiser to determine the highest and best use for a specific property
o Created a detailed presentation on the development to a panel of potential investors CERTIFICATIONS AND SKILLS
● Retirement Income Certified Professional® November 2020
● Series 6 and 63 Investment Licensed January 2020
● 2-15 Health and Life Insurance Licensed April 2019
● Real Estate Financial Modeling, Excel for Real Estate Certification Level I, II and III October 2018
● Microsoft Office Suite (Excel, Word, Powerpoint, Outlook)
● Google Suite
● Data Analysis
● CRM Database
● Critical Thinking
● Budget Analysis
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