Alexander Boyd
Stillwater,OK
Summary
Motivated recent graduate from Oklahoma State University with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Organized and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Looking to seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
5
5
years of professional experience
Work History
Financial Planning Coach
Oklahoma State University
08.2023 - Current
- Developed and maintained strong relationships with students to maximize satisfaction.
- Helped students make informed decisions about financial future.
- Analyzed financial needs of students and developed tailored strategies to meet goals.
- Educated students on financial topics and best practices.
Financial Advisor Assistant
Crown Capitol Securities
04.2018 - 05.2023
- Facilitated new client onboarding process and investment account setup.
- Assisted clients with preparing financial plans, conducting investment research, and completing trades and transactions to assess and meet financial goals.
- Performed due diligence and valuation processes.
- Worked with clients to support understanding of rationale and details of financial strategies.
Store Associate
The Home Depot Inc
05.2021 - 02.2023
- Maintained tidy and organized store to comply with cleanliness standards.
- Greeted customers, helped locate merchandise, and suggested suitable options.
- Monitored sales floor and merchandise displays for presentable condition, taking corrective action such as restocking or reorganizing products.
- Coordinated restocking of sales floor with current merchandise and accurate signage for current promotions.
Education
Bachelor of Science - Finance
Oklahoma State University
Stillwater, OK05.2023
Skills
- Asset Allocation
- Retirement Planning
- Strategic Plans
- Customer Care
- Customer Interaction
- Managing Wealth
- Financial Knowledge
- Increasing Savings
- Investment Analysis
- Client Needs Assessment
- Communication
- Multitasking Abilities
Timeline
Financial Planning Coach
Oklahoma State University
08.2023 - Current
Store Associate
The Home Depot Inc
05.2021 - 02.2023
Financial Advisor Assistant
Crown Capitol Securities
04.2018 - 05.2023
Bachelor of Science - Finance
Oklahoma State University