Summary
Work History
Education
Skills
Personal Information
Timeline
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Alex Bares

Lafayette,LA

Summary

Hi, have you been searching for an employee that prioritizes loyalty and integrity. Also one who is analytical, ambitious, and a crafty finance major eager to display my diligence and ultimately have a major impact on my workplace and work environment. I have always faced problems and obstacles with courage and ambition, and I look forward to displaying my passionate within the workforce. Substantiated by the fact that I have managed to carry a mean GPA above a 4.0 ever since my freshmen year on top of being enrolled in the Ogden Honors College at LSU, I am excited to demonstrate my abilities and talents in the economic and financial field. Additionally, I obtained my insurance producers license after my sophomore year of college and have been selling life and health insurance for months.

Work History

Life and Health Insurance Agent

Bankers Life
05.2024 - Current
  • Worked effectively in fast-paced environments.
  • Worked well in a team setting, providing support and guidance.
  • Excellent communication skills, both verbal and written.
  • Proven ability to learn quickly and adapt to new situations.
  • Demonstrated respect, friendliness and willingness to help wherever needed.
  • Organized and detail-oriented with a strong work ethic.

Financial Analyst Intern

Wells Fargo- Musso Investment
05.2023 - 08.2023
  • Contributed to the development of strategic financial plans, leading to improved long-term business performance.
  • Assisted senior financial analysts with complex financial modeling, resulting in more accurate predictions for company growth.
  • Streamlined data gathering processes by implementing new software tools, reducing time spent on manual data entry tasks.
  • Provided ad-hoc analysis as needed for special projects or initiatives, contributing valuable insights that drove process improvements across the organization.
  • Contributed to a positive work environment by demonstrating enthusiasm, dedication, and strong teamwork abilities throughout the internship experience.
  • Developed financial models for projects and presentations.
  • Used [Software] to calculate profitability, solvency and liquidity of specific companies.
  • Analyzed [Number] projects ranging from $[Amount] to $[Amount] to maximize return on investment.
  • Improved financial forecasting accuracy by conducting thorough research and analysis of market trends.
  • Performed detailed data analysis to identify areas for cost reduction and increased profitability.

Waiter/Server

Agave Mexican Restaurant
05.2022 - 08.2022
  • Served tables attentively and ensured every customer was satisfied
  • Put orders in the system and brought out the food to each table in my section
  • Gained experience dealing with customers and resolving any given issues presented
  • Required great internal collaboration and efficient delegation of authority, particularly when closing at night and preparing the bar for the next day.
  • Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
  • Served food and beverages promptly with focused attention to customer needs.
  • Worked with POS system to place orders, manage bills, and handle complimentary items.
  • Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
  • Cultivated warm relationships with regular customers.
  • Performed opening and closing duties, ensuring the dining area was prepared for seamless service transitions.

Education

Life Insurance License -

03.2027

Health Insurance License -

03.2027

Junior in college (5th semester) in Finance international trade and finance -

Louisiana State University (ogden honors college)
Baton Rouge, LA
06.2024

High school diploma -

St. Thomas Moore
Lafayette, LA
05.2022

Skills

  • Financial Analysis
  • GAAP Accounting
  • Financial Report Writing
  • Driving
  • Project management
  • Analysis skills
  • Financial analysis
  • Accounting software
  • Microsoft Office
  • Microsoft Excel
  • Computer skills
  • Advise clients on life and health insurance options, achieving high satisfaction through tailored plans
  • Champion innovative client acquisition strategies that enhance long-term customer satisfaction
  • Work closely with clients to tailor insurance packages that best meet their life and health needs
  • Analyze and review NYSE-traded companies to assess stock potential based on corporate trends
  • Create detailed Excel templates for company reviews, ensuring comprehensive data organization
  • Evaluate cash flow and income statements, identifying key financial metrics
  • Calculate liquidity ratios to assess financial health and risk
  • Report risk component data in Excel, aiding in informed investment decisions
  • Organizational skills
  • Microsoft Word
  • Time management
  • Financial Modeling
  • Financial Planning
  • Stock Analysis
  • Risk Assessment
  • Cash Flow Analysis
  • Financial Metrics Evaluation
  • Data Organization
  • Client Acquisition

Personal Information

Title: Life and Health Insurance Agent

Timeline

Life and Health Insurance Agent

Bankers Life
05.2024 - Current

Financial Analyst Intern

Wells Fargo- Musso Investment
05.2023 - 08.2023

Waiter/Server

Agave Mexican Restaurant
05.2022 - 08.2022

Life Insurance License -

Health Insurance License -

Junior in college (5th semester) in Finance international trade and finance -

Louisiana State University (ogden honors college)

High school diploma -

St. Thomas Moore

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Alex Bares