Caitriona Hennessy
Bismarck
Summary
Professional in financial services with strong background in client relations and financial planning. Demonstrates collaborative approach and adapts to changing needs to achieve results. Skilled in risk assessment, portfolio management, and customer service. Reliable team player with focus on delivering tailored financial solutions.
Overview
3
3
years of professional experience
Work History
College Financial Representative
Northwestern Mutual
01.2025 - Current
- Increased client satisfaction by providing comprehensive financial planning services tailored to individual needs.
- Monitored financial aid advising to comply with regulatory guidelines.
- Managed diverse investment portfolios, optimizing returns while minimizing risk exposure.
- Developed strong relationships with clients, ensuring trust and confidence in their financial strategies.
Server
Darden Restaurants, Olive Garden
01.2023 - Current
- Demonstrated strong multitasking skills by managing multiple tables simultaneously without compromising service quality.
- Served food and beverages promptly with focused attention to customer needs.
- Worked with POS system to place orders, manage bills, and handle complimentary items.
- Collaborated with team members during busy shifts for efficient workflow and excellent guest experiences.
Herbicide Applicator
Mountrail County Weed Control
05.2022 - 08.2022
- Evaluated sites before treatment to identify target plants and determine appropriate herbicides and application rates.
- Inspected noxious weeds for state, county, federal, and township needs
- Applied herbicides and maintained accurate records of chemical applications
- Managed public relations with landowners
- Reported noxious weed outbreaks
- Operated and maintained company UTVs, pickups, and trailers
Assistant Internship
United Quality Cooperative
10.2021 - 06.2022
- Managed public relations with customers in the farming community
- Tested grain samples for quality and compliance
- Reported and maintained accurate grain records
- Assisted customers with retail purchases
- Ensured a clean and organized business setting
Education
Bachelor of Arts - Finance
Bismarck State College
Bismarck, ND05-2026
Associate of Arts - Business Administration
Bismarck State College
Bismarck, ND05-2024
High School Diploma -
Stanley High School
Stanley, ND05.2022
Skills
- Built and maintained strong client relationships, providing personalized financial advice
- Provided comprehensive financial planning, including health and life insurance
- Assisted clients with business succession and social security planning
- Provided tailored solutions to ensure financial stability during periods of incapacity
- Educated clients on the benefits and coverage options of income protection policies
- Assisted clients in selecting appropriate plans based on their individual needs and risk factors
Languages
English
Spanish
Timeline
College Financial Representative
Northwestern Mutual
01.2025 - Current
Server
Darden Restaurants, Olive Garden
01.2023 - Current
Herbicide Applicator
Mountrail County Weed Control
05.2022 - 08.2022
Assistant Internship
United Quality Cooperative
10.2021 - 06.2022
Bachelor of Arts - Finance
Bismarck State College
Associate of Arts - Business Administration
Bismarck State College
High School Diploma -
Stanley High School
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