Summary
Overview
Work History
Education
Skills
Websites
Hobbies and Interests
Timeline
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Christopher Whittier

Christopher Whittier

Financial Professional
Fountain Valley,CA

Summary

Recently graduated from California State University Fullerton with a Bachelor's degree in Business Administration, specializing in Finance. Strong foundation in applying mathematical principles to real-world financial scenarios. Knowledgeable and skilled in analyzing and interpreting financial data, making informed investment decisions, and contributing to organizational success. Passionate about leveraging finance expertise to drive growth and maximize profitability.

Overview

11
11

Years of Work Experience

4
4

Years of University Level Work Related Experience

3
3

Years of Sales Experience

1
1

Year of Leadership Experience

Work History

Lead Massage Therapist

Lemon And Honey Day Spa
05.2022 - 11.2024
  • Create massage protocols for all therapists to follow that ensure client satisfaction and a fundamental framework for all therapists to utilize
  • Standardized training program resulted in 50% shorter training time for therapists
  • Improved procedures that contributed to increased overall satisfaction in client experience
  • Oversee POS procedures, scheduling, and customer service, while analyzing KPIs to identify key blockers and areas for improvement
  • Review data to find optimal strategies for 10% increase in sales and 17% in client retention
  • Develop and implement growth strategies to drive customer satisfaction and team efficiency
  • Implemented different sales and marketing strategies to increase profits and obtain new clients
  • Remained optimistic through challenges to foster a positive work culture and promote teamwork

Equity Analyst

CSUF Student Managed Investment Fund
01.2023 - 12.2023
  • Conducted in-depth analysis of stocks by applying various financial metrics such as P/E, P/B, and DY
  • Utilized fundamental and technical analysis to evaluate future performance with historical data
  • Applied DCF and NPV calculations to estimate the intrinsic value of stocks and make informed decisions based on projected cash flows
  • Worked in teams to develop Financial Models, Financial Analysis, Monte Carlo Simulations, Goal Seek Analysis, CAPM, VaR, ROI, and Black-Sholes Models to compile a portfolio that outperforms the Benchmark and to locate undervalued securities where we anticipate proliferation

Licensed Massage Therapist

Burke Williams Day Spa
09.2019 - 03.2021
  • Assisted with training for new therapists and compliance with company protocols
  • Provided exceptional customer experience resulting in an 88% rebooking rate and reaching KPIs
  • Sold clients additional services resulting in an average increase of 12% in revenue per client

Education

Bachelor of Arts - Business Administration - Finance Concentration

California State University, Fullerton
Fullerton, CA
01.2024

Skills

  • Microsoft Office
  • Meevo (Scheduling software)
  • Communication & Conflict Resolution
  • EI/EQ

Hobbies and Interests

  • Scuba Diving
  • Chess (98th Percentile)
  • Snowboarding
  • Travel/Culture/language (Solo traveled to 18 countries, proficient in Spanish through independent study)
  • Fitness/Health/Diet and Wellness

Timeline

Equity Analyst

CSUF Student Managed Investment Fund
01.2023 - 12.2023

Lead Massage Therapist

Lemon And Honey Day Spa
05.2022 - 11.2024

Licensed Massage Therapist

Burke Williams Day Spa
09.2019 - 03.2021

Bachelor of Arts - Business Administration - Finance Concentration

California State University, Fullerton
Christopher WhittierFinancial Professional