Alexandria (Allie) Garland
League City
Summary
Personable, organized, and dependable candidate successful at managing multiple priorities with a positive attitude. Willingness to take on added responsibilities to meet team goals. Hardworking and passionate job seeker with strong organizational skills. Ready to help team achieve company goals. Seeking to maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
1
1
year of professional experience
Work History
Financial Advisor Intern
The Garland Financial Group
06.2023 - Current
- Assisted in portfolio management for optimal investment performance and risk mitigation.
- Conducted comprehensive financial analysis to identify potential growth opportunities for clients.
- Developed strong relationships with clients, fostering trust and open communication in managing their financial needs.
- Collaborated with senior advisors to develop tailored investment strategies, enhancing client experience and outcomes.
- Prepared detailed reports on market trends and economic indicators for informed decision-making among team members.
- Participated in ongoing professional development activities to stay current on industry trends and best practices in financial advising.
- Contributed valuable insights during team meetings about potential investment opportunities or risks affecting client portfolios.
Education
Bachelor of Science - Communications
University of Connecticut
Storrs, CT05.2023
Skills
- Problem solving
- Business development
- Relationship building
- Time management
- Decision making
- Adaptability
- Critical thinking
- Attention to detail
- Goal setting
- Interpersonal skills
- Conflict resolution
- Project management
- Self-motivation
Professional Volleyball Overseas
Spent little over a month in The Czech Republic participating in a professional volleyball club KP Brno. While also emerging myself in Czech/European culture before returning to the states.
Timeline
Financial Advisor Intern
The Garland Financial Group
06.2023 - Current
Bachelor of Science - Communications
University of Connecticut
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