Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Bryce Peterson

Spring Branch,TX

Summary

Finance and business development professional with experience in financial analysis, client outreach, and relationship management. Skilled in identifying client needs, building professional relationships, and leveraging CRM strategies to support business growth. Interested in applying strong analytical and interpersonal skills within commercial banking, wealth management, and insurance.

Overview

1
1
Certification

Work History

Business Development Intern

Direct Rate Mortgage
San Antonio, Texas
05.2026 - 08.2026
  • Built relationships with potential clients and partners by actively participating in networking events.
  • Engaged clients through targeted phone calls and email outreach, enhancing communication and relationship building.
  • Researched potential clients and markets for the organization's products and services.
  • Updated client information and tracked interactions in the CRM database, ensuring accuracy and accessibility of data.

Education

Bachelor of Science - Finance And Risk Management Insurance

Florida State University
Tallahassee, FL
05-2028

Skills

  • Networking strategies
  • Sales outreach
  • Excel proficiency
  • Financial analysis
  • Attention to detail
  • Self motivation

Certification

  • Microsoft Office Specialist: Excel Associate

Timeline

Business Development Intern

Direct Rate Mortgage
05.2026 - 08.2026

Bachelor of Science - Finance And Risk Management Insurance

Florida State University
Bryce Peterson