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Candidate's Name
New Castle, PennsylvaniaEMAIL AVAILABLEPHONE NUMBER AVAILABLESUMMARY OF QUALIFICATIONSPassed the SIE (Securities Industry Essentials Exam) exam on July 2,2022EDUCATIONBachelor of Science in Business Administration January 2023Purdue University Globalonline coursesBachelor of Science in Business Administration - Wealth Management and Financial Planning January 2023Purdue University GlobalGPA: 3.6Dean's list 2020Chancellors list 2018, 2019, 2021asset allocation courseInvestment coursePortfolio analysis coursePROFESSIONAL EXPERIENCEMcKesson - New Castle, PAMaterial Handler May 2008 - May 2023Assisted in reclamation and managing inventory control process with damaged and returned productsManaged to slash wasted product in half with proper recovery of missing product and restoration of minor damage effortsCAREER OBJECTIVEEager to enter the financial services industry, willing and ready to use my fascination with financial markets, with the knowledge and skills attained through college and passing the SIE exam too further my licensing and be of service in multiple areasI would find deep enjoyment in helping people attain their financial goal and reach a comfortable retirementSKILLSefficient in excel, PowerPoint, and Microsoft wordFamiliar with portfolio management and analysisknowledgeable of financial markets and securitiesplanning and analyzingwilling to learnproficient working alone or with others