Highly-motivated employee with desire to take on new challenges. Strong work ethic, adaptability, and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.
Overview
9
9
years of professional experience
1
1
Certification
Work History
Financial Professional
World Financial Group Wfg
Grayville, IL
10.2024 - Current
Informed clients about tax benefits, government rebates or other financial benefits to save clients money.
Recruited new clients through proactive marketing initiatives and word-of-mouth referrals.
Followed-up with clients regularly and implemented consultative techniques to stay on top of financial means and objectives.
Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.
IT Analyst
Heartland Dental
Effingham, USA
04.2021 - Current
Research recurring issues and work with multiple teams to understand and find resolve.
Specialist in understanding office roles and security permissions needed within the insurance company.
Troubleshot incidents and requests reported by end-users daily and identify permanent solutions.
Operations Analyst
Advanced Digital Solutions
Mattoon, USA
04.2017 - 05.2021
Collected and input information into database system, ensuring accuracy and organization.
Examined department performance metrics and communicated results to management.
Processed payments and documents, including invoices, journal vouchers, and employee reimbursements.
Investigated and responded to inquiries regarding status of open balances.
Education
Bachelor of Science - Accounting and Finance
Eastern Illinois University
Charleston, IL
05.2016
Skills
Remote Desktop Services
User Support and Troubleshooting
Customer Support
MS Office
Financial services
Financial product sales
Strategic financial planning
Problem-Solving
Financial analysis
Certification
• CISCO Networking Academy - Certified Junior Cybersecurity Analyst