Financial Analyst Office
Resume:
Garrett Sooter
720-***-**** *******.******@*****.***
EDUCATION
American University, College of Arts and Sciences Washington, DC Bachelor of Science in Economics May 2020
American University, College of Arts and Science Washington, DC Master of Arts in Economics – Part time Anticipated Graduation August 2022 Leadership: Captain of Division I swim team, and TA for introductory economics Licenses: FINRA Series 7 & Series 66; life and health insurance including variable life MD, VA, DC Relevant Courses: Econometrics; Intermediate Microeconomics with Calculus; Intermediate Macroeconomics with Calculus; Calculus II; Statistics; Mathematical Economics; Public Economics; Money, Banking, and Finance EXPERIENCE
Equitable Advisors Falls Church, VA
Financial Advisor April 2020-Present
• Created financial proposals to properly fit clients’ financial needs
• Gathered and assimilated information relevant to clients’ financial circumstances
• Performed outreach to current and prospective clients
• Performed detail orientation duties such as enrollment in 403b plans, insurance plans, and annuities
• Completed comprehensive financial planning and solutions
• Gained understanding of inner workings of FINRA member firm and the associated regulations Metropolitan Police Department Washington, DC
Intern, Second District Detectives May-July 2019
• Managed and organized crime statistics for the entire 2nd police district of Washington D.C.
• Handled confidential information in a responsible manner
• Responsible for trouble shooting and correcting errors in excel spreadsheets that report crime statistics
• Observed detectives’ interviews and investigations, interacted with victims in a professional manner
• Spoke on the phone with victims, witnesses, and members of the department
• Acted as a police department representative to the public, and worked to best serve their needs American University, Department of Economics Washington, DC Teaching Assistant January-May 2019
• Held weekly discussion sessions surrounding introductory microeconomics
• Led discussions to solidify understanding and clarify questions or gaps with material
• Proctored tests to foster an environment of academic integrity JD Callander and Associates (Weichert Realtors) McLean, VA Intern May- July 2018
• Helped maintain pristine condition of vacant homes
• Hosted open houses, conducted home checks, and put up signs throughout Northern Virginia
• Assisted with maintenance and repairs when needed
• Streamlined marketing by mail system and set up networking events
• Acquired multiple skills, including operating in an office environment, communicating in a sales setting, and time management
LEADERSHIP & ENGAGEMENT
American University Swim and Dive Washington DC
Division I Student Athlete August 2016-Febuary 2020
• Elected Captain of the varsity swim team
• Selected Rookie of the Year for the 2016-17 season
• Worked with the coaches for all aspects of the team, including meet lineups and recruiting
• Participated in 12 practices, 24 hours of swimming, and weight training every week, in addition to weekly competitions, during academic year
• Member of Scholar All-American Team all 4 years
Computer Skills
Microsoft Office Certification: Excel & Access; Proficient in Stata; experience in Python; introductory Java; Salesforce Garrett Sooter
*******.******@*****.***
Dear Hiring Team,
I would be an asset to The University of Texas at Austin in the Financial Analyst role. I bring an analytical mind set and attention to detail to every role I am in. As an economics major, I have focused on bringing new and creative ideas to age old problems. Being dyslexic as a kid I had to compensate where my brain failed. This meant using numbers a crutch, numbers have always made since to me, they are simple and straight forward. When I swam in college I was always tasked with the budget for clothing and food despite this being the coach’s responsibility. I would also confirm receipts for recruiting visits and confirm everything was accurate and within limits. As a Financial Advisor I am in charge of building a book of business, while maintaining current customer relations, and creating comprehensive financial plans, for people in all stages in life. At any given time, I am working on five to seven open cases and reach out to over 200 people a day. I am required to be knowledgeable about hundreds of complicated products from over thirty companies. In my internship with the Metropolitan Police Department, I was required to be organized and send out Crime Reports that went to the entire 6000-member department. I believe this combination of roles has prepared me to work at an institution where I need to have integrity and attention to detail. While still in college I got many opportunities to work with different analytical software. I have experience in STATA, Python, JAVA, and SQL. I am Microsoft office Specialist Certified in both Excel and Access. As a masters student I am gaining more experience in these tools and skills every day. In my current position I use Salesforce extensively, with many other online tools. I have a strong work ethic that comes from being a Division 1 swimmer at American University, and this has shown in all of my previous work experience. At my internship at JD Callander and Associates, I revitalized the mail marketing system to save 14% (>$140) on postage and hours of manpower each week. I am excited to be considered for the Financial Analyst role at The University of Texas Austin. I would appreciate the opportunity to speak with you further about the role, the company, and how I can be an asset to your mission. Regards,
Garrett Sooter
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