Anthony Rutkowski
Clarkston,MI
Summary
Financial professional with proven track record of delivering comprehensive financial advice and solutions. Known for strong analytical skills and ability to develop effective financial strategies. Collaborative team player with focus on achieving client satisfaction and adapting to changing market conditions.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Mid Level Financial Advisor
Team Divisha Financial
06.2024 - Current
- Maintained open lines of communication with clients, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
- Implemented tax-efficient strategies for clients, maximizing returns while minimizing tax liabilities.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Analyzed clients'' risk tolerance levels, developing customized investment portfolios that aligned with their personal objectives.
Financial Advisor
Blumark Financial
05.2023 - 06.2024
- Ensured compliance with industry regulations and company policies while serving clients'' best interests.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Increased client satisfaction by providing personalized financial advice and investment strategies.
- Provided comprehensive retirement planning services, ensuring clients maintain their desired lifestyle postretirement.
Accounting Intern
Absorb Software
07.2022 - 01.2023
- Prepared accurate financial reports by compiling data and analyzing trends for management review.
- Gained hands-on experience with various accounting software programs such as QuickBooks, Excel, and Sage, enhancing overall efficiency in daily tasks.
- Developed strong client relationships through effective communication, timely responses, and professional demeanor.
- Compiled monthly journal entries into general ledger system.
- Supported month-end closing activities, ensuring timely and accurate reporting of financial results.
Inventory Analyst Intern
Westside Beer
03.2021 - 12.2021
- Ensured timely replenishment of stock, closely monitoring lead times and coordinating with suppliers for on-time deliveries.
- Enhanced forecasting accuracy, utilizing advanced analytical tools to monitor demand patterns and optimize stock levels.
- Streamlined the procurement process for better cost control through strategic supplier negotiations and contract management.
- Promoted a safety-conscious work environment within the warehouse through strict adherence to established protocols and procedures.
Education
Bachelor of Science - Finance
Michigan State University
East Lansing, MI04-2023
Skills
- Fundamental analysis
- Financial services
- Investment planning
- Analytical thinking
- Risk assessment
- Equity research
- Alternative investments
- Financial advising
- Financial planning
- Financial forecasting
Certification
AWMA- Accredited Wealth Management Advisor
BFA- Behavioral Financial Advisor
WMCP - Wealth Management Certified Professional]
Series 7 & 66 Licensed
State Life and Health Licensed
Timeline
Mid Level Financial Advisor
Team Divisha Financial
06.2024 - Current
Financial Advisor
Blumark Financial
05.2023 - 06.2024
Accounting Intern
Absorb Software
07.2022 - 01.2023
Inventory Analyst Intern
Westside Beer
03.2021 - 12.2021
Bachelor of Science - Finance
Michigan State University