Caden Holloway
Albuquerque,NM
Summary
Client-focused finance associate with excellent relationship building and communication skills. Track record of delivering high-quality client services through education and advocacy. Offering strong critical thinking skills and deep understanding of requirements.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Regional Operations Assistant
Hot Shot Services
Albuquerque, NM
03.2022 - Current
- Promoted high customer satisfaction by resolving problems with knowledgeable and friendly service.
- Demonstrated leadership by making improvements to work processes and helping to train others.
- Exceeded customer satisfaction by finding creative solutions to problems.
- Achieved cost-savings by developing functional solutions to problems.
Global Distributions Intern
Thornburg Investment Management
Santa Fe, NM
06.2024 - 08.2024
- Evaluated different types of investments such as stocks, bonds, mutual funds, and annuities, for suitability to a client's individual needs.
- Researched market trends and investment opportunities to provide clients with informed advice.
- Gathered data from various sources to analyze the portfolio performance of existing investments.
- Participated in conference calls with external vendors regarding product features and services offered by our firm.
- Developed marketing materials such as brochures and flyers to promote the firm's financial products and services.
- Maintained an up-to-date knowledge of industry regulations and compliance requirements.
- Attended seminars to stay abreast of changes in the financial markets.
Accounts Payable Associate
Hot Shot Services Inc.
Albuquerque, NM
06.2023 - 10.2023
- Analyzed vendor accounts to identify opportunities for cost savings or improved terms of payment.
- Leveraged accounting software to process accounts payable and receivable entries.
- Analyzed invoice and expense reports, identified variances and researched issues to correct problems and maintain financial compliance.
Education
Some College (No Degree) - Finance (3.5 GPA)
University of New Mexico
Albuquerque, NM05-2025
Skills
- Investment Analysis
- Proficient in SalesForce
- Real Estate Financial Modeling
- Quantitative Analysis for Derivatives
- Accounts Payable
- Data Evaluation
- Quickbooks
- Accounting Principles Understanding
- Client Relations
- Microsoft Office Suite
Accomplishments
- Eagle Scout awarded by the Boy Scouts of America (2020)
Certification
- Securities Industry Essentials Exam - FINRA (June 2024)
Timeline
Global Distributions Intern
Thornburg Investment Management
06.2024 - 08.2024
Accounts Payable Associate
Hot Shot Services Inc.
06.2023 - 10.2023
Regional Operations Assistant
Hot Shot Services
03.2022 - Current
Some College (No Degree) - Finance (3.5 GPA)
University of New Mexico
- Securities Industry Essentials Exam - FINRA (June 2024)
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