Chad Ward
Financial Education Specialist
Lake Worth,FL
Summary
Dynamic Finance Instructor with exceptional teaching, research, and CRM management skills, seeking a finance industry position to embark on a new career journey while leveraging extensive knowledge and relationship-building expertise.
Overview
5
5
years of professional experience
5
5
years of post-secondary education
2
2
Certifications
Work History
Investment Banking Analyst Simulation (Forage)
Citi
01.2024 - Current
- Completed a job simulation acting as a buyside analyst for a hypothetical client looking to acquire a small retail company
- Created a company profile for target
- Drafted a comparative company analysis
- Created and maintained precise and accurate models, charts and reports.
Personal Finance Instructor
Saint John Paul II Academy
08.2022 - Current
- Developed comprehensive and engaging finance curricula, tailored to diverse learning styles and industry trends
- Delivered dynamic presentations on fundamental financial concepts, including risk management, compound interest, and the future and present value of money
- Leveraged advanced data analysis techniques to assess student performance and learning outcomes.
- Rated as Highly Effective Educator and Best Hire of 2022.
Life Insurance Agent
Primerica
08.2018 - 07.2020
- Performed comprehensive financial needs analyses for potential clients
- Cultivated and expanded client relationships through strategic referrals and generated leads
- Elevated to District Leader for demonstrating outstanding sales and leadership proficiency.
- Sold $3 Million+ of life insurance coverage.
Education
MBA - Finance
Florida Atlantic University
Boca Raton, FL 01.2024 - Current
Master of Arts - Curriculum & Instruction
Concordia University
Seward, NE 01.2020 - 01.2021
BACHELOR OF ARTS - Communications
Bryant University
Smithfield, RI 08.2012 - 05.2016
Skills
Proficient in Client RelationsKnowledge of CRM SystemsProficient in Microsoft OfficeBusiness ManagementBanking Product KnowledgeFinancial ModelingFinancial Analytic SkillsStrong Mathematical SkillsFast Learner
Websites
Certification
Willing to obtain licensing within 6 months of Hire
Timeline
MBA - Finance
Florida Atlantic University
01.2024 - Current
Investment Banking Analyst Simulation (Forage)
Citi
01.2024 - Current
Personal Finance Instructor
Saint John Paul II Academy
08.2022 - Current
Master of Arts - Curriculum & Instruction
Concordia University
01.2020 - 01.2021
Life Insurance Agent
Primerica
08.2018 - 07.2020
BACHELOR OF ARTS - Communications
Bryant University
08.2012 - 05.2016