Dalton Powers
Edwardsville,IL
Summary
Hardworking and passionate professional with a hunger for further education. Works well in fast pace and dynamic environments. Possesses excellent communication and people skills.
Overview
2
2
years of professional experience
Work History
Client Experience Associate
Cambridge Capital Management
07.2021 - Current
- Schedule and prep all client meetings for advisors
- Investment due diligence and trading/rebalancing
- Entering of financial data in to planning software such as Money Guide Pro
- Monitor client portfolios to ensure correct allocation
- Handling client phone calls and remedying issues
- Prepare and present weekly, monthly, quarterly, and annual reports
- Greet clients and get them situated for meetings
Education
Bachelor of Science - Finance
Southern Illinois University Edwardsville
Edwardsville, IL05.2025
Associate of Arts -
Southwestern Illinois College
Belleville, IL05.2023
Skills
- Proficient in Excel
- Ability to navigate and perform tasks in a variety of places such as Morningstar Advisor, Advyzon, Junxure, Riskalyze, AdvisorPeak, Money Guide Pro and Charles Schwab
- Customer Communication and remediation
- Understandings of both equity and debt markets
- Data Analysis
- Effective Multitasking
Licenses
FINRA Series 65 (Uniform Investment Advisers Law Examination)
Timeline
Client Experience Associate
Cambridge Capital Management
07.2021 - Current
Bachelor of Science - Finance
Southern Illinois University Edwardsville
Associate of Arts -
Southwestern Illinois College