CONNOR NAKLIZKI
Grand Rapids,MI
Overview
2
2
years of professional experience
Work History
Service Sales Representative
Cintas First Aid and Safety
04.2024 - Current
- Managed 130+ Customer Accounts: Advised clients on essential products and services to ensure workplace safety and compliance, consistently fostering long-term customer relationships.
- Surpassed Sales Targets: Achieved and exceeded sales goals through strategic planning, targeted outreach, and proactive goal-setting, driving revenue growth.
- Led Health and Safety Improvement Committee: Educated and promoted safe and healthy living habits both inside and outside the workplace, enhancing employee well-being and reducing health risks.
Portfolio Analyst Intern
LVZ Inc.
01.2023 - 02.2024
- Monitor and Optimize Investment Portfolio Performance: Oversee and analyze a diverse set of portfolios valued at over $800M, ensuring optimal asset allocation and performance to meet client objectives.
- Communicate Portfolio Adjustments: Provide clear, timely updates on portfolio changes to clients and internal teams, ensuring alignment with investment goals and market conditions.
- Develop and Refine Investment Strategies: Create and continuously improve investment methodologies for multiple portfolios, incorporating market trends and performance analytics to enhance returns.
Intern
Drake Financial Group
06.2022 - 08.2022
- Earned Michigan Life Insurance Provider License and Securities Industry Essentials (SIE) Exam Certification, demonstrating proficiency in life insurance and foundational knowledge of the securities industry.
- Provided Administrative and Operational Support to Financial Advisor: Assisted with client scheduling and advisor workflow.
- Observed Client Meetings: Gained insights into client relationship management, financial planning strategies, and the advisory process through active observation of meetings.
Assistant Service Sales Representative
Cintas Corporation
06.2022 - 08.2022
- Coordinated Product Delivery and Installation: Managed the timely delivery and organization of products at customer locations, ensuring efficient setup and customer satisfaction.
- Collaborated with Customers to Address Operational Needs: Worked directly with clients to assess and fulfill their facility requirements, ensuring all operational needs were met for seamless functionality.
Education
Bachelor of Business Administration - Finance, Accounting
Hope College
01.2023
Skills
- Strong analytical skills
- Sales and customer service
- Interpersonal communication skills
- Passionate about professional development
Timeline
Service Sales Representative
Cintas First Aid and Safety
04.2024 - Current
Portfolio Analyst Intern
LVZ Inc.
01.2023 - 02.2024
Intern
Drake Financial Group
06.2022 - 08.2022
Assistant Service Sales Representative
Cintas Corporation
06.2022 - 08.2022
Bachelor of Business Administration - Finance, Accounting
Hope College
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