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Click here or scroll down to respond to this candidate Candidate's Name
EMAIL AVAILABLE
PHONE NUMBER AVAILABLE
Saint Joseph, MN Street Address
Skills
Summary
Financial Modeling
Data Analysis Innovative and motivated student ready to apply education in the workplace.
Proficiency in Microsoft Office Offers excellent technical abilities with software and applications, ability to
Verbal and Written handle challenging work, and excellent time management skills. Great with
Communication communication.
Team Collaboration
Client Relationship Building
Experience
Analytical Thinking
Cash Flow Planning Intern State Farm
Customer Service Saint Cloud, MN
12/2023 Current
Education And Training Execute cold calling campaigns to generate leads and expand client
base.
Expected in 05/2024
Effectively communicate product or service propositions to potential
Bachelor of Arts:
customers, resulting in increased sales opportunities.
Global Business
Monitor industry and competitor activity to help adjust our social
St. John's University
marketing strategies.
Collegeville, MN
Intern Northwestern
Highlighted Course Work Mendota Heights, MN
5/2023 - 8/2023
Business Law, Business Ethics,
Theory of Marketing, and
Developed comprehensive financial plans tailored specifically towards
Investments, P1, P2,
clients goals, including retirement, and estate planning.
Fundamentals of Finance,
Conducted risk assessments and provided clients with personalized
Economics, Computer Science.
risk tolerance profiles to guide their investment decisions.
Developed tax-efficient investment strategies for clients to minimize
clients tax liabilities and increase after-tax returns.
Program Coordinator - Cold Spring Area Youth Soccer Program
Cold Spring, MN
10/2021 - Current
Develop collaborative relationships to assist in building the program,
by recruiting other coaching help. A total of seven coaches.
Work with parents and program administrators to create a fun
experience with soccer to retain players for the program. This
consisted of over 100 kids between the ages of 7-13.
Ran drills and fitness circuits to improve athletes' coordination and
skills.
School/Community Involvement
A Johnnie Soccer team member 2020-present.
Kids Fighting Hunger (SAAC)
.
Member of the Finance and Investment club
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