Financial Analyst

Isaiah L. Clark

484-***-****) ******.*****@*******.*********.***

EDUCATION

Fairfield University Fairfield, CT

Bachelor of Science May 2020

Major: Finance Minor: Marketing

Finance GPA: 3.4

Course Highlights: Accelerated Statistics, Portfolio Analysis, Principles of Investment, & Financial Case Studies St. Joseph’s Preparatory School Philadelphia, PA

High School Diploma May 2016

SUMMARY

Strong work ethic with excellent innovative, analytical decision making and communication skills. Consistently seeking to implement and learn new strategies to further expand and develop Financial Analysis skills. Reliable and creative leader able to work independently with a self-motivated mindset as well as collaboratively in a team environment. Proficient skills in Microsoft Excel, PowerPoint, Outlook, Publisher, and Google data analytic tools. WORK EXPERIENCE

Ameriprise Financial Wichita Falls, TX

Financial Advisor Intern July 2020 - Present

• Organize data on new prospects helping to create productive healthy business relations

• Implementing marketing strategies leading to the success of this branch of Ameriprise

• Overseeing the ACAT process with the hopes of achieving long lasting satisfied clients The Invictus Group Cherry Hill, NJ

Verizon Account Manager Summer of 2019

• Oversee and manage accounts of Verizon clients for the advancement of Verizon in the New Jersey area

• Analyze statistical data from Verizon accounts to increase sales and withhold better grasp on the market

• Interpreting bar graphs, and pivot tables from Verizon Accounts to increase our competitive advantage

• Train and lead my own team to meet quotas and expectations of Verizon Fairfield University Fairfield, CT

Recreational Complex – Supervisor Jan 2017 – March 2020

• Oversee and maintain the quality of gym equipment and track inventory and loaned items

• Collect and analyze data on class participation to inform staff of programs of exceptional interest

• Respond to inquiries made by members regarding facility hours and equipment repairs in timely fashion PROJECTS

Global Capital Markets

The Effects of the Trade War on the Market Project

• Purpose of this project was to initiate myself along with my group members to research and analyze any financial data relevant towards the stock market that would be effects by the ups and downs of this trade war

• Analyzed trade impacts, the stock market, and relevant economic data which led us to determine how strong the effects were, and provide the potential market outcomes ADDITIONAL INFORMATION

Finance Club, Marketing Club, SMIF Club

Coordinated and raised over $1,000 toward expenses of Junior Statesmen of America (JSA) conference Bloomberg Certified, Google Analytics Certified

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