Looking for Financial Analyst Positions in Atlanta Area

ELIZABETH CAUGHMAN

Knoxville, TN • 901-***-**** • adv723@r.postjobfree.com • LinkedIn

EDUCATION

University of Tennessee - Knoxville, Knoxville, TN – Bachelor of Business Administration May 2021 • Summa Cum Laude

• Major: Finance; Collateral: Information Management

• Relevant Coursework: Investment Management, Financial Operations Management, Financial Statements Analysis EXPERIENCE

Blue Ridge Wealth Planners, Knoxville, TN — Wealth Planner June 2021 - Present

• Consulting with over 200 clients to create and maintain successful plans for their unique retirement by making sure their individual needs are met

• Closing prospects at or above a 20% benchmark to increase AUM for business

• Creating and implementing a system for consistent follow-up with current clients to improve retention and profitability

University of Tennessee - Knoxville, Knoxville, TN — Student Mentor August 2019 - May 2021

• Facilitated one-on-one financial wellness appointments with current students daily in order to help them with personal finance topics such as budgeting, loan repayment and scholarship applications

• Constructed and lead workshops, presentations, outreach, and marketing for center with other peers to educate audience so they could make informed decisions for their financial wellness University of Tennessee - Knoxville, Knoxville, TN — Financial Aid Office September 2018 - August 2019

• Handled questions and concerns for four departments and transferred calls that required more assistance

• Exhibited a high degree of privacy by safeguarding confidential and protected information to comply with FERPA and Title IX Laws

• Provided excellent customer service by checking in individuals and groups and giving required forms PROJECTS

LaPorte Torch Fund — Endowment Manager

January 2020 - December 2020

• Managed $500,000 portfolio of securities in a live exchange to beat the benchmark of S&P 500 and Barclays Bond Index

• Created proposals for team deliberation through performed analysis, forecasting for possible purchases of sales of securities in Bloomberg Terminal

SKILLS

• Experience with CRM and Team Management softwares including Wealthscape and Trello

• Bloomberg Market Concepts Certified

• Series 65

LANGUAGES

• American Sign Language (Conversational)

• English(Native)

Contact this candidate