Financial Representative

Denver A. Zupan

**** **** ****** *, **. Petersburg, FL 33717

727-***-**** ******@*************.***

Objective

A career that leverages and expands my leadership skills, attention to detail, and tenacity for success. Education

Florida State University Tallahassee, FL

July 2022 Bachelor of Science in Business Management Work Experience

Financial Representative: January 2023 – Present

21st Century Financial St. Petersburg, FL

● Construct insurance protections through business and estate planning for newly acquired clients.

● Work with business owners to help map strategies for company growth.

● Collect and assess local market data in effort to target high net worth individuals.

● Build holistic estate plans for clients through cohesive investment and insurance networks. Financial Representative Intern: August 2022 – January 2023 Northwestern Mutual Tallahassee, FL

● Met with potential clients to enhance their financial portfolio, within my own book of business.

● Analyzed client needs to provide comprehensive financial recommendations.

● Licensed within Florida for sales of multiple forms of insurance. Volunteer Experience

● State Senate Internship: Volunteered for Marva Preston’s Florida District 3 State Senate race, 2020.

● Dance Marathon at FSU: Raised money and participated in a 24 hour event for pediatric cancer research, 2019.

● Walk to Defeat ALS: Raised money and volunteered at the event, 2020.

● Green Dot Training: Learned and mentored fraternity members on being proactive bystanders, 2019.

● Team Healthcare: Shadowed an Assisted Living Facility (ALF) director, assisted in talking to and checking the mental health of elderly patients, 2017.

● Seminole Clean-Up Project: Volunteered providing aid to victims of hurricane Michael, 2019. Involvement

● Student Government Association: Campus Recreation Board Senate seat, 2021.

● Securities Club: Member 2019-2021

● FSU College Republicans: Member 2019-2022

● Future Business Leaders of America (FBLA): Florida State Champion and National Finalist, 2018.

● Pi Kappa Alpha Fraternity: 2019-2022

Skills

● 2-15 Life, Health, and Fixed Annuity License

● Long Term Care Insurance License

● Intermediate Spanish (spoken and written)

● Certified in all Microsoft Office programs

● Recertified in Microsoft Excel 2019: 2019 and 2022

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