Alonzo Ceren
Marshalltown,IA
Summary
Results-driven finance professional with a strong foundation in financial analysis, budgeting, and forecasting. Skilled in data analysis, financial modeling, and market research. Hands-on experience in supporting strategic financial planning. Exceptional interpersonal skills and strong work ethic make adaptable and effective at working unsupervised. Eager to bring innovative approaches to financial analysis and drive organizational growth with a Bachelor's degree in Finance.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Representative
Mutual Of Omaha
06.2024 - Current
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Worked with clients to develop financial planning strategies and solutions through analyzation of finances and household.
- Enhanced client understanding of financial products through detailed explanations, increasing product uptake.
- Communicated with clients and insurance underwriting in a professional and timely manner to provide consistent updates.
Bartender/Server
Wasabi Ames
12.2022 - Current
- Answered customer inquiries regarding the menu, restaurant services, and special promotions
- Provided excellent customer service by anticipating customer needs
- Ensured proper sanitation of bar area, glassware, utensils, and equipment
- Managed cash drawer at the end of each shift ensuring accuracy of funds received
Golf Shop Supervisor
Elmwood Country Club Pro Shop
04.2019 - 08.2022
- Performed daily closing functions and maintained accountability for shift-closing reports
- Assisted development of new process for tracking used and added store credit for members
- Maintained the appearance of the shop by arranging merchandise in an organized manner
- Collaborated with other team members to ensure smooth operation of the golf shop during peak times and special events.
Education
Bachelor of Science - Finance
Iowa State University
Ames, IA05.2024
Skills
- Customer Service
- Verbal and Written Communication
- Team Collaboration
- Critical Thinking
- Excel
- Financial statement analysis and forecasting for valuation and budgeting purposes
Certification
Life & Health Insurance lIcense
Bloomberg: Market Concepts.
Accomplishments
- Selected Captain of High School Tennis Team
- Employee of the Month (Elmwood Country Club)
Timeline
Financial Representative
Mutual Of Omaha
06.2024 - Current
Bartender/Server
Wasabi Ames
12.2022 - Current
Golf Shop Supervisor
Elmwood Country Club Pro Shop
04.2019 - 08.2022
Bachelor of Science - Finance
Iowa State University