Benson Knowles
Dothan
Overview
5
5
years of professional experience
5
5
Certifications
Work History
Financial Advisor
Tristate Financial Advisors
Charleston
02.2025 - Current
- Built a client base through outbound prospecting and cold outreach, consistently converting initial conversations into planning meetings.
- Conducted comprehensive discovery meetings to identify client goals, financial concerns, and decision drivers.
- Delivered tailored investment recommendations and planning strategies, guiding clients through implementation and ongoing portfolio management.
Bartender
The Wine Market
Tuscaloosa
08.2024 - 04.2025
- Delivered exceptional customer service by actively engaging patrons and ensuring satisfaction.
- Maintained cleanliness of bar area, including utensils, glassware, and work surfaces.
- Executed multitasking strategies in a fast-paced environment to enhance operational efficiency.
Pirate
Sea Dragon Pirate Crusies
Panama City Beach
05.2024 - 07.2024
- Engaged and entertained guests through immersive pirate-themed performances and interactive storytelling, enhancing the overall cruise experience.
- Demonstrated strong improvisational skills and adaptability in dynamic, fast-paced settings, maintaining a high level of guest interaction and satisfaction.
- Upheld safety standards and protocols while maintaining an entertaining and engaging presence, ensuring a secure and enjoyable experience for all passengers.
Tax Accounting Intern
RSM US LLP
Birmingham
01.2024 - 04.2024
- Assisted in preparing tax returns, ensuring accuracy and compliance with current tax laws and regulations.
- Utilized tax software, such as CCH, to input data, generate tax forms, and perform calculations efficiently.
- Demonstrated strong attention to detail and time management skills to prioritize tasks and meet deadlines in a fast-paced work environment.
Accounting Intern
Bevis, Eberhart, Browning, Walker & Stewart PC
Dothan
05.2023 - 08.2023
- Executed journal entries and posted general ledger details accurately.
- Prepared monthly bank reconciliations to ensure financial accuracy.
- Processed accounts payable and receivable transactions efficiently.
Senior Counselor
Camp Mac
Munford
05.2021 - 07.2021
- Trained and supervised counselors while evaluating staff performance.
- Guided campers and counselors through daily activities to ensure engagement.
- Provided leadership and role modeling in cleanliness, punctuality, chores, rules, and sportsmanship.
Education
BBA - Accounting
The University of Alabama
Tuscaloosa, AL05-2025
BBA - Management
The University of Alabama
Tuscaloosa, AL05-2025
Certification
Securities Industry Essentials
Accomplishments
Diamond Award - Tristate Financial Advisors
Timeline
Financial Advisor
Tristate Financial Advisors
02.2025 - Current
Bartender
The Wine Market
08.2024 - 04.2025
Pirate
Sea Dragon Pirate Crusies
05.2024 - 07.2024
Tax Accounting Intern
RSM US LLP
01.2024 - 04.2024
Accounting Intern
Bevis, Eberhart, Browning, Walker & Stewart PC
05.2023 - 08.2023
Senior Counselor
Camp Mac
05.2021 - 07.2021
BBA - Accounting
The University of Alabama
BBA - Management
The University of Alabama