Carson Rostad
Missoula,MT
Summary
Skilled multitasker with superior work ethic and good teamwork, problem-solving and organizational skills. Willing to take on any task to help team. Reliable and dedicated team player with hardworking and resourceful approach. Extensive knowledge of core subject matter pertaining to financial analysis. Skilled at project support with a proven history of success in my tasks.
Overview
1
1
Certification
Work History
Intern
WestPac Wealth Partners
05.2023 - 08.2023
- Gained valuable experience working within a specific industry, applying learned concepts directly into relevant work situations.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
- Utilized strong communication abilities during presentations which led to increased understanding among colleagues regarding project goals and objectives.
- Won best intern during presentations of final project. Final project was a detailed plan on acquiring new clients from a niche market.
Education
MBA - Business Administration
The University of Montana
Missoula, MT05.2025
Bachelor of Science - Finance
The University of Montana
Missoula, MT12.2023
Skills
- Microsoft Excel
- Financial and operational reporting
- Financial statement analysis
- Excellent attention to detail
- Flexible team player
- Statistical Analysis
- Data Analysis
- Financial Modeling
- Investment Analysis
Certification
- CFI's Excel Fundamentals: Formula's for Finance
- CFI's Excel Financial Analysis Fundamentals
Timeline
Intern
WestPac Wealth Partners
05.2023 - 08.2023
MBA - Business Administration
The University of Montana
Bachelor of Science - Finance
The University of Montana
- CFI's Excel Fundamentals: Formula's for Finance
- CFI's Excel Financial Analysis Fundamentals
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