Financial Analyst
Resume:
Ryan McAbel
Ambitious Financial Analyst versed in balancing priorities and meeting deadlines under
pressure. Adapts quickly to challenges and changing environments. RM
Professional Summary
adj15k@r.postjobfree.com
Tempe, AZ 85281
Work History
The M Group & Associates - Senior Financial Planning Intern Tempe, AZ
May 2019 - August 2019
Help the President of the firm develop individualized solutions for each client. Manage and organize 12 Financial Planning Interns
Work with the President to develop and manage client portfolios and asset allocation. Develop complex financial models for the President of the firm. Skills
Advanced Excel, Word, and
PowerPoint
Proficient in Tableau and JMP
Asset Management
Customer Service
Financial Planning
Insurance Planning
Sales
Guest Relations Management
Education
Arizona State University
Tempe, AZ
Bachelor of Science in Finance,
Minor in Economics
University of Westminster
London, UK
International Finance
Semester-long study abroad
The M Group & Associates - Financial Planning Intern Tempe, AZ
December 2018 - May 2019
Work directly with the President of the firm to develop new client leads for insurance, asset management, and financial planning sales.
Identify clients' needs by analyzing the present income and asset situation. Recommend appropriate investment and insurance solutions. Help families, individuals, and businesses meet their financial goals. Participate in training sessions to learn about multiple products and services offered through the firm.
Genghis Grill - Waiter
Tempe, AZ
May 2020 - September 2020
Provide exceptional customer service to multiple clients simultaneously Executing standards of care and respect in stressful situations Train new staff members on proper procedures and fundamentals Stayed up to date on menu changes to offer current and accurate information Carried out complete opening, closing, and shift change duties to keep restaurant working effectively and teams ready to meet customer needs. ASU Herberger Institute - House Manager
Tempe, AZ
January 2018 - December 2018
Greet patrons upon entrance to the venue
Coordinate and supervise ushers
Help facilitate solutions to a variety of patron issues Provide information about current and future events at facility Awards
Eagle Scout
New American University Scholar -
Deans Award
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