Manager Marketing
Resume:
Joshua Pearson
Carroll University
Student Athlete
Marana, AZ, 85658
B *************@*****.***
josh_pearson06
"The only way to do great work is to love what
you do." - Steve Jobs
Education
2013–2018 Honors High School Diploma, Rockford Lutheran HS, Rockford, IL. GPA - 3.5 ACT - 27
2018–present Bachelor’s Degree (Junior Status), Carroll University, Waukesha, WI.
GPA - 3.0 Major: Finance Minors: Management & Leadership, Marketing Work Experience
Summer 2020 College Financial Representative Intern, Northwestern Mutual, Mil- waukee, WI.
{ Attend weekly professional training sessions
{ Assist potential clients in building their personalized financial plan
{ Utilize veteran representatives for feedback and meeting assistance
{ Learn to manage time effectively in running their own financial practice
{ Run meetings with potential clients to review their financial situations
{ Reflect monthly on their practice and what can be done to continually improve
Summer 2019 Financial Advisor Intern, Savant Capital Management, Rockford, IL.
{ Generated and Analyzed Reports, including Risk Management
{ Created College Savings Plans
{ Prepared Statements/Assisted in Audits
{ Assisted in Portfolio Management and Financial Reporting
{ Key role in implementation of new CRM (Salesforce.com) Summer 2018 Project/Finance Management Intern, RDA, LLC., Rockford, IL.
{ Created process for past-due judgments
{ Automated process for utility bill allocation, invoicing and electronic invoice payment
{ Worked with accountant on late fee assignment and invoicing
{ Automated rent roll data collection
Computer Skills
Microsoft
Office
Word, Excel, Powerpoint, Publisher
CRM Salesforce, Zoho
Relevant Classes
Marketing Principles of Marketing, Sports Marketing Finance Financial Accounting, Managerial Accounting, Principles of Management Other Entrepreneurship, Business Law
High School Activities
{ Varsity Soccer
{ Varsity Football Kicker/Punter
College Activities
{ Varsity Football Kicker
Community Activities
{ Camps: Rockford Lutheran HS Soccer Camp Counselor, St Paul Lutheran Church Vacation Bible School
{ Service Project: Varsity Girl’s Soccer Manager
{ Tutoring: Various Students in Science and Math
References
Person Email Company & Job Title
{ Tom Gilman
{ Kyle Gostom-
ski
{ Danny Kunes
{ Theresa Hare-
zlak
{ tomgilman
@biosero.com
{ kyle.gostomski
@nm.com
{ dan.kunes
@kunescoun-
try.com
{ tharezlak
@savantcapi-
tal.com
{ Biosero, Inc. - CEO
{ Northwestern Mutual - Campus
Recruiter
{ Kunes Country Automotive
Group - General Manager
{ Savant Capital - Financial Advi-
sor
Contact this candidate