Peter Bohan
Champaign,US
Summary
Overall, I believe myself to be an hardworking individual with a passion for learning. I have a robust background in financial advising. Proven ability to guide clients toward their financial goals through strategic planning and personalized advice. Demonstrated expertise in investment management and retirement planning.
I was trained to be an attentive hospitality worker with meticulous approach to crafting drinks and ensuring exceptional customer service at Punch Bar & Lounge. Combining strong attention to detail with effective communication skills to create welcoming and enjoyable atmosphere for patrons. My ability to manage tasks while fostering team development has consistently driven positive outcomes. By working with both students and drink enthusiasts from all around the world, I have not only picked up great hospitality and communication skills, but also some of my most important life experiences.
Fluent in Chinese, I excel in multicultural environments, making me a valuable asset to any team.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Advisor
Prudential Financial
Champaign, IL
07.2025 - Current
- Developed personalized financial plans to meet client goals and risk tolerance.
- Analyzed market trends to provide informed investment recommendations.
- Educated clients on financial products, enhancing understanding of investment options.
- Managed client portfolios, ensuring adherence to regulatory requirements and company policies.
- Conducted regular reviews of client accounts, identifying opportunities for growth and improvement.
- Collaborated with cross-functional teams to deliver comprehensive financial solutions for clients.
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
Bartender
Punch! Bar & Lounge
Champaign, IL
05.2024 - 10.2025
- Developed strong working relationships with customers and staff.
- Efficiently managed multiple tasks simultaneously while maintaining a professional demeanor.
- Demonstrated excellent customer service skills by efficiently responding to requests in a timely manner.
- Provided friendly customer service by greeting customers as they arrived at the bar and making recommendations based on their preferences.
- Greeted patrons promptly and cordially, exhibiting excellent guest service skills.
- Completed POS transactions, returning currency, coin, and payment cards to patrons.
- Checked customer identification to verify age requirements for alcohol purchases.
- Utilized problem solving skills to resolve customer complaints in a courteous manner.
- Followed alcohol awareness procedures for preventing intoxication and dealing with intoxicated guests.
Bar Waiter
Punch! Bar & Lounge
Champaign, IL
05.2024 - 10.2025
- Maintained knowledge of beverage menus to answer questions from guests.
- Reviewed stock inventory for confirming availability of beverages to customers.
- Coordinated with bartender to promptly deliver orders.
- Stocked bars with an adequate supply of liquor, beer, wine, mixers, garnishes, glassware, ice, napkins and straws.
- Recommended beverages to customers by asking about personal taste preferences.
- Interacted professionally with guests throughout their dining experience in order to maximize customer satisfaction.
- Handled patron questions and concerns by listening attentively and responding articulately.
- Dressed appropriately to represent establishment atmosphere and service expectations.
Barback
Punch! Bar & Lounge
Champaign, IL
05.2024 - 10.2025
- Maintained cleanliness of bar area, including washing glasses, wiping counters, and sweeping floors.
- Collected, washed, and restocked glass and barware for repeated use.
- Organized inventory of alcoholic beverages and ensured bar was fully stocked at all times.
- Assisted in setting up and stocking bars for events and functions.
- Prepared garnishes to accompany drinks as requested.
- Trained new staff on proper safety protocols for handling alcohol and operating equipment.
Barista
The Literary
Champaign, IL
07.2024 - 03.2025
- Operated cash registers and handled cash and card transactions.
- Showed aptitude in multitasking multiple orders at once while maintaining accuracy in product quality.
- Exhibited excellent communication skills while interacting with customers and coworkers in a professional manner.
- Welcomed customers and answered questions regarding menu items and preparation methods.
- Demonstrated ability to work collaboratively with customers and colleagues to create a positive customer experience.
- Provided exceptional customer service by anticipating customer needs before they arise.
Dean
Oakdale Christian Academy
Jackson, KY
01.2021 - 05.2024
- Oversaw student life and provided student services.
- Engaged in on-campus activities.
- Advised senior leadership on policy decisions impacting students' academic progress.
- Developed and implemented strategic plans to promote student success, improve academic performance, and strengthen institutional effectiveness.
Dormitory Resident Assistant
Oakdale Christian Academy
Jackson, KY
06.2020 - 07.2020
- Built relationships with students to create a positive living environment within the residence hall.
Education
Bachelor of Science (B.S.) - Finance
Grand Canyon University
Phoenix, AZ, US12-2025
Skills
- Team Leadership
- Investment Portfolio Management
- Student Development
- Economic forecasting
- Cash handling
- Exceptional customer service
- Chinese Language Fluency
- Team Development
- Social Media Platforms
- Business planning
- Salesmanship
- Student Advisory
- Cross-Cultural Competence
- Hospitality and accommodation
- Team training and development
- Investment advice
- Relationship building and management
- Sales expertise
- Financial advising
- Sales and marketing
- Retirement planning
- Client relations
- Wealth management
- Asset allocation
- Retirement needs
- Insurance sales
- Portfolio construction
- Financial services
Accomplishments
- Achieved graduation bonus at Prudential by completing all licensing requirements with historical speed.
- Collaborated with team of 3 in the development of Venture Capital DBA.
- Collaborated with team of bartenders in the development of new cocktails and recipes.
- Used Microsoft Excel to develop client outreach tracking spreadsheets.
- Supervised fundraising for the senior class at Oakdale Academy, and was the class sponsor.
Certification
- High School Diploma
- BS in Finance
- Licensed Fiduciary
- Series 7 & 66
- Life and Health license in Illinois
LANGUAGES
Chinese (Mandarin)
Fluent
Learned as a child in China
Timeline
Financial Advisor
Prudential Financial
07.2025 - Current
Barista
The Literary
07.2024 - 03.2025
Bartender
Punch! Bar & Lounge
05.2024 - 10.2025
Bar Waiter
Punch! Bar & Lounge
05.2024 - 10.2025
Barback
Punch! Bar & Lounge
05.2024 - 10.2025
Dean
Oakdale Christian Academy
01.2021 - 05.2024
Dormitory Resident Assistant
Oakdale Christian Academy
06.2020 - 07.2020
Bachelor of Science (B.S.) - Finance
Grand Canyon University