Hi, I’m
Cody Weisnicht
Green Bay,WI
Summary
Competitive entry-level financial professional looking for new challenge. Adept at managing client relationships. Willing to work hard, learn quickly and take on any challenge to advance.
Overview
13
years of professional experience
Work History
KerberRose
Paraplanner Intern
01.2024 - 05.2024
Job overview
- Ran compliance reports
- Utilized Morningstar to run snapshots, build portfolios, analyze portfolios, and compliance
- Utilized Advyzon CRM
- Utilized Right Capital software and input client data for financial plans
- Reviewed clients financial statements & investments.
Bay Area Granite & Marble
Sales Representative, Sales Manager, Store Lead & Template Tech
08.2017 - 08.2022
Job overview
- Educated customers on the product
- Organized and reviewed files to ensure accuracy
- Lead a sales team of three
- Trained staff on sales process
- Utilized Moraware (CRM) for customer relations and project submissions.
Artiga's Professional Services
Data Entry Clerk
01.2015 - 05.2017
Job overview
- Performed basic accounting skills
- Organized client's books
- Tracked monthly expenses and earnings
- Utilized QuickBooks to generate reports.
U.S. Army
Infantryman
05.2011 - 09.2014
Job overview
- Selected for promotion ahead of peers, 6 months before timeline scheduled promotion
- Participated in over 20 large-scale training exercises at the National Training Center in Fort Irwin, CA
- Adapted to mission changes, effectively dispersed information to the team, and successfully completed the mission.
Education
University Wisconsin-Green Bay
Bachelor of Finance
05.2024
Cypress Community College
Associate of Business Administration & Management
05.2017
Skills
- Word
- Excel
- PowerPoint
- Teams
- Outlook
- Strong Communication Skills
- Effective Time Management
- Continuous learning mindset
- Customer Relations
- Critical problem-solving
- Critical thinking abilities
- Deadline-oriented
Awards
- Army Achievement Medal (3)
- National Defense Service Medal
- Global War on Terrorism Service Medal
- Good Conduct Medal
- Army Service Ribbon
- Overseas Service Ribbon
Timeline
Paraplanner Intern
KerberRose
01.2024 - 05.2024
Sales Representative, Sales Manager, Store Lead & Template Tech
Bay Area Granite & Marble
08.2017 - 08.2022
Data Entry Clerk
Artiga's Professional Services
01.2015 - 05.2017
Infantryman
U.S. Army
05.2011 - 09.2014
University Wisconsin-Green Bay
Bachelor of Finance
Cypress Community College
Associate of Business Administration & Management
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