Bailey Weber
Ambitious Finance major with a minor in Accounting and a specialization in Real Estate. Skilled in financial analysis and client interactions, contributing to effective financial services. Strong communicator, supporting team objectives and enhancing client satisfaction through expertise in financial planning and customer service.
Work History
Financial Representative Intern
1 Month- Assisted in developing personalized financial plans for clients.
- Analyzed financial data to support client investment strategies.
- Communicated complex financial concepts clearly to clients and team members.
- Collaborated with financial advisors to streamline client onboarding processes.
- Had over 15 meetings with new clients in the first month of working there which allowed me to get invited to the Annual Meeting with advisors from all over the world.
Tanning Consultant
1 Year 6 Months- Processed sales and membership transactions each shift
- Provided information and insights about merchandise and the benefits of buying them
- Maintained a clean and organized salon environment
Babysitter
5 Years 6 Months- Working with multiple kids
- Providing structure, help, and guidance while maintaining an enjoyable environment
Snow Cone Stand Operator (Seasonal)
1 Year- Handling Cash transactions and balanced register totals each shift
- Prepared and served customized snow cones while maintaining cleanliness
Education
Bachelors of Science - Finance
Associates of Science - Business
Minor - Accounting
Skills
Accomplishments
Achieved an invite to the Northwestern Mutual annual meeting by setting up meetings with over 15 new prospects within the first month of interning. Dean's List member for the past three years at Southeastern Illinois College and Southern Illinois University. Valedictorian of Johnston City High School while participating in multiple sports. All Conference award member in Volleyball throughout my high school career.
Certification
Illinois Insurance Producer License - Life and Health