Kennedi Rose

**** ***** **

Dallas, Tx

806-***-****

adyqib@r.postjobfree.com

SKILLS

Leadership Experience

Financial Planning

Self-Motivated

Business Analytics

Intelligence Analysis

Google Adwords

Web Design Development

EXPERIENCE

Northwestern Mutual, Dallas, Tx - Financial Planner SEPTEMBER 2020 - OCTOBER 2021 (Gap upon request)

● Utilized financial markets personally and adjusted plans as needed

● Wrote 50+ successful plans

● Consulted with clients to determine financial needs and goals for personal growth plans

● Continuously network and build individual client base Equitable Advisors, Dallas, Tx - Financial Planner OCTOBER 2019 - SEPTEMBER 2020

● Maintained financial security by establishing internal controls and monitoring data on a monthly basis for each client

● Verifying insurance needs and data for each client

● Built book of business from 0 to 23

Goldman Sachs, Dallas, Tx - Digital Loan Specialist SEPTEMBER 2018 - OCTOBER 2019

● Analyze and verify loan applications to determine customers’ creditworthiness

● Meet with loan candidates to explain options and answer any questions

● Request and review documents needed throughout loan application process

EDUCATION

University of Texas at Dallas, Richardson, Tx - B.A. of Economics AUGUST 2014 - MAY 2018

Graduated with Honors

Graduated member of Economics Honor Society

Theory of economics regarding third world countries and ability to track terrorism financing

AWARDS

J.D. POWERS AWARD OF EXCELLENCE IN CUSTOMER SERVICE, GOLDMAN SACHS, 2019