CADE DICK
Depew,NY
Summary
Experienced in financial modeling, data interpretation, and strategic planning. Leverage analytical skills to deliver actionable insights and facilitate informed financial decision-making. Expertise in collaborating with teams and adapting to dynamic business environments for seamless operations and optimal outcomes.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Intern
Waterford Advisors
12.2023 - 04.2024
- Reviewed client data files for accuracy and for potential updated information in the company CRM
- Developed standardized financial planning protocols for upcoming meetings, ensuring completion within a two-week preparation.
- Utilized financial analysis software (SS Analyzer, MoneyGuide Pro, Tamarac) to add information and conform results that was then provided to lead advisors
- Supported senior analysts in conducting due diligence on potential problems, resulting in well-informed decisions.
- Prepared 2023 Tax Returns to lead advisors for prospective clients who needed to file
Retail Associate
GNC
08.2023 - 10.2023
- Responsible for finding out a customer’s needs and matching that customer up with the right supplements
- Assisted in developing store marketing displays and finding appropriate places for maximum interaction
- Appointed to provide knowledge and discuss supplements with families and new customers
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
Financial Representative
Northwestern Mutual
05.2023 - 08.2023
- Created and operated over 30 professional meetings with potential clients
- Served as a financial advisor to provide an advice-based approach to financial solutions for an assigned book of business with over 100 possible prospects
- Developed individualized needs analysis, prepared over 10 recommendations for customized financial solutions to current and potential customers
- Provided financial planning services by advising potential clients on advantages and disadvantages of over 20 different financial vehicles in alignment with one's individual needs
Education
Bachelor of Science - Business Administration; Concentration in Financial Analysis
University at Buffalo, The State University of New York
12.2024
Bachelor of Science - Applied Mathematics and Finance
Keuka College
05.2022
Skills
- Teamwork and collaboration
- Quick learner
- Fast learner
- Problem-solving
- Research and analysis
- Microsoft Office Suite
Certification
Business Analytics with Excel: Elementary to Advanced, Johns Hopkins University, Jan 2025. Coursera.org
Timeline
Financial Intern
Waterford Advisors
12.2023 - 04.2024
Retail Associate
GNC
08.2023 - 10.2023
Financial Representative
Northwestern Mutual
05.2023 - 08.2023
Bachelor of Science - Business Administration; Concentration in Financial Analysis
University at Buffalo, The State University of New York
Bachelor of Science - Applied Mathematics and Finance
Keuka College
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