Ashton Childress
Raleigh,NC
Summary
Effective financial professional committed to learning and developing skills in financial services and team contribution. Self-directed and energetic with experience in both autonomous and collaborative environments. Demonstrated excellent communication and organizational abilities along with proficiency in MS Office and fluency in virtual work.
Overview
3
3
years of professional experience
Work History
Financial Representative Intern
Northwestern Mutual
01.2023 - 05.2023
- Networked to identify potential clients and built productive relationships to drive sustained growth.
- Collaborated with existing clients to maintain relationships and provide them with thorough support and guidance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial options with clients and provided informed suggestions.
Finance Intern
Pentair
05.2022 - 08.2022
- Utilized Power BI to import and transform data, refresh data and use different visualizations to create, format and filter reports
- Built reports analyzing general spend by employee, cost center, and expense type across various time frames
- Created breakdowns of payments to vendor by category and analyzed changes in unit cost over time using Excel
Instructional Assistant
University of North Carolina
08.2021 - 12.2022
- Graded 175 statistics assignments each week
- Provided accurate and precise grading based on careful judgment of student performance
- Generated beneficial homework feedback by assessing student errors and focusing on problem-solving process
- Discussed areas of weak student performance with professor, assisting improvement of lectures.
Delivery Driver
DoorDash
11.2020 - 05.2022
- Developed and maintained professional relations between customer, store personnel and company
- Drove continuously during shifts, met deadlines and achieved high customer satisfaction ratings
- Immediately addressed problems with customers to promote speedy resolution.
Education
Bachelor of Science - Economics
University of North Carolina At Chapel Hill
Chapel Hill, NC05.2023
Skills
- Investment strategies
- Interpersonal skills
- Teamwork orientation
- Problem-solving abilities
Timeline
Financial Representative Intern
Northwestern Mutual
01.2023 - 05.2023
Finance Intern
Pentair
05.2022 - 08.2022
Instructional Assistant
University of North Carolina
08.2021 - 12.2022
Delivery Driver
DoorDash
11.2020 - 05.2022
Bachelor of Science - Economics
University of North Carolina At Chapel Hill