Casey Smith
Greenwood,Indiana
Summary
Skilled student with an eagerness to learn. Multiple jobs to figure out the path for me, and on the track of getting my license life/health license. On the path of graduating in 5 years from the University of Indianapolis with a major in Finance and an MBA in data analytics. I have a cumulative GPA of 3.7. My aspirations are to gain the experience and knowledge, while in college, to be ready for the job opportunities ahead. I hope to one day gain the experience from mentors to eventually run my own consultant firm.
Overview
2
2
years of professional experience
Work History
Financial Consultant
TD Ameritrade
Indianapolis, Indiana
11.2022 - Current
- Assisted walk-in traffic with identifying financial needs and goals to provide customized solutions.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products and services based on each clients' individual needs.
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Worked with clients to support understanding of rationale and details of financial strategies.
Activity Director
YMCA
Indianapolis, Indiana
07.2021 - Current
- Designed wide variety of activities to stimulate interest, involvement and engagement of children.
- Performed assessments on activity programs to determine what specific activities were suitable.
- Created and delivered recreational programs for small and large groups of children.
- Built relationships with the children, along with the parents.
Salesman
Nike
Edinburgh, IN
06.2022 - 08.2022
- Promoted and up-sold products and services to meet needs of customers.
- Showcased product features to customers and discussed technical details to overcome objections and lock in sales.
- Upheld high standards of customer service by promoting and upselling new products and services.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Summer job for the experience of sales in a retail environment.
Salesman
Vector Marketing Company
Greenwood, IN
09.2021 - 01.2022
- Promoted and up-sold products and services to meet needs of customers.
- Used consultative sales approach to understand customer needs and recommend relevant offerings.
- Followed up with customers after completed sales to assess satisfaction and resolve technical or service concerns.
- Retained excellent client satisfaction ratings through outstanding service delivery.
- Attended advanced training sessions and conferences to increase product knowledge and productivity.
Education
No Degree - Finance
Xavier University
Cincinnati, OHMBA - Data Analytics
University of Indianapolis
Indianapolis, IN05.2025
Bachelor of Science - Finance
University of Indianapolis
Indianapolis, IN05.2024
High School Diploma -
Center Grove High School
Greenwood, IN05.2020
Skills
- Strong Communication
- Multi-tasking
- Dynamic environment
- Analytical skills
- Mutual Funds and Liabilities
- IUL
- Tax Efficient Strategies
- Excel
Timeline
Financial Consultant
TD Ameritrade
11.2022 - Current
Salesman
Nike
06.2022 - 08.2022
Salesman
Vector Marketing Company
09.2021 - 01.2022
Activity Director
YMCA
07.2021 - Current
No Degree - Finance
Xavier University
MBA - Data Analytics
University of Indianapolis
Bachelor of Science - Finance
University of Indianapolis
High School Diploma -
Center Grove High School
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