Cameron Cooper
Austin,TX
Summary
Motivated finance professional with hands-on experience in wealth management, accounting automation, and client relations. Seeking to contribute analytical, communication, and financial planning skills to Busey as a Financial Planning Specialist. Completed the CFP educational courses and is proficient in financial planning tools, including eMoney, MoneyGuidePro, and Excel.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Client Service Associate
Mariner Wealth Advisors
Austin, TX
03.2024 - 12.2024
- Supported development of financial plans utilizing eMoney and MoneyGuidePro.
- Coordinated new client onboarding processes, ensuring accurate record maintenance.
- Implemented investment and retirement planning strategies for enhanced client outcomes.
- Recommended product, service, and billing improvements to management to address issues.
- Presented clients with valuable service and product information to facilitate informed decisions.
Corporate Accountant
W. W. Williams
Dublin, OH
03.2023 - 03.2024
- Designed automated accounting systems improving productivity by 60%
- Increased quarterly tax refund returns by $50K via new automated system
- Analyzed financial information detailing assets, liabilities, and capital to assess organization's financial position.
Student Financial Advisor
Financial Planning Academy
Columbus, OH
05.2022 - 07.2022
- Built and presented mock financial plans incorporating estate, retirement, and tax strategy
- Mentored students in the application of financial planning principles
- Facilitated group problem-solving discussions to build positive relationships among students
Education
Bachelor of Science - Finance
The Ohio State University
Columbus, OH06.2022
Skills
- Salesforce
- eMoney
- MoneyGuidePro
- Wealthscape
- Schwab Advisory Center
- Orion
- DocuSign
- Microsoft 365
Certification
- CFP Track Completed
- Series 65 (Expected 08/3)
Awards
- USA Track & Field National Champion, 08/18
- Academic All-Big Ten, 2019-2022
- Big Ten Distinguished Scholar, 05/22
Leadership Experience
- Team Captain - Men's Track & Field, The Ohio State University, 2020 & 2022, Led over 50 teammates; promoted accountability and team communication, Balanced athletics with full academic schedule (25+ hours weekly commitment)
- Student-Athlete Advisory Committee, 2021 - 2022, Represented 1,100 student-athletes in administrative meetings, Organized wellness and advocacy events for the athletic department
- Wolstein Leadership Academy, 08/22, Selected among 120 student-athletes for leadership development program
Timeline
Client Service Associate
Mariner Wealth Advisors
03.2024 - 12.2024
Corporate Accountant
W. W. Williams
03.2023 - 03.2024
Student Financial Advisor
Financial Planning Academy
05.2022 - 07.2022
Bachelor of Science - Finance
The Ohio State University
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