Aidan Brennan
Tinley Park,Illinois
Overview
3
3
years of professional experience
3
3
years of post-secondary education
Work History
Advisor Support Specialist
Elevate Financial Planning & Wealth Management
Tampa, FL
05.2025 - 08.2025
- Prepared comprehensive forecasting reports for senior leadership as necessary.
- Supported organizational account management duties under direct supervision.
- Drafted financial reports to support comprehensive investigations.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Informed clients of strategies for reducing debt and maximizing savings.
Marketing/Sales Intern
State Farm
Orland Park, IL
05.2023 - 08.2024
- Conducted 200 cold calls daily to prospective clients, generating over 50 leads a week
- Utilized CRM software to track and manage leads
- Assisted in organizing promotional events to attract potential customers
Server
Smith Crossing Retirement Community
Orland Park, IL
07.2022 - 05.2023
- Provided information for food and beverage selections
- Ensured personal levels of attention during the meal
- Maintained dining ambiance with an enthusiastic attitude
Summary
Enthusiastic professional with proven ability to help close deals and manage customer accounts. Demonstrates exceptional communication and problem-solving skills while maintaining customer satisfaction. Proven track record of consistently exceeding sales targets. Personable candidate committed to helping clients meet financial goals. Extensive experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Education
Bachelor of Science - Finance
08.2023 - Current
Skills
Money handling
Attention to detail
Portfolio management
Microsoft Excel proficiency
Debt management
Tax planning
Economic forecasting
Customer service
Policy analysis
Policy review
Computer proficiency
Proficient in CRM
Certification
- Certified SIE, FINRA - November 2025
Accomplishments
- Supervised finances of Phi Delta Theta- Florida Theta chapter of 90 members, managing collection of dues, tracking expenses, and filing taxes
- Used Microsoft Excel to develop chapter budget and monitor expenses
- Worked with executive board to coordinate events and manage fraternity
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Timeline
Advisor Support Specialist - Elevate Financial Planning & Wealth Management
05.2025 - 08.2025
The University of Tampa - Bachelor of Science, Finance
08.2023 - Current
Marketing/Sales Intern - State Farm
05.2023 - 08.2024
Server - Smith Crossing Retirement Community
07.2022 - 05.2023