Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Darwin Grant

Aurora,CO

Summary

Results-driven Financial Service Professional known for productivity and efficiency in task completion. Possess specialized skills in financial analysis, risk management, and strategic planning. Excel in communication, problem-solving, and adaptability, ensuring successful client relations and project outcomes.

Overview

5
5
years of professional experience
1
1
Certification

Work History

Financial Service Professional

Heartland Retirement Group
Aurora, CO
06.2021 - Current
  • Assisted clients with retirement planning decisions and portfolio reviews.
  • Analyzed financial statements, prepared balance sheets, and reconciled accounts.
  • Advised clients on investments such as stocks, bonds, mutual funds, annuities, and insurance products.
  • Created reports outlining current market trends and investment forecasts for review by senior management.
  • Maintained accurate records of all client accounts and transactions.
  • Communicated effectively with colleagues regarding client information.

Financial Controller

Empower Retirement
Denver, CO
05.2019 - 06.2021
  • Analyzed financial statements to identify potential risks and opportunities for improvement.
  • Prepared monthly, quarterly, and annual financial reports for management review.
  • Developed and implemented financial policies, procedures, and internal controls.
  • Maintained accurate records of all financial transactions in the general ledger system.
  • Provided guidance to staff on accounting issues such as revenue recognition principles.

Education

Certificate - Software Development

University of Denver
Denver, CO
05-2020

Bachelor of Arts - International Studies, Communication

University of Colorado Denver
Aurora, CO
05-2017

Skills

  • Retirement planning
  • Financial Reporting
  • Account Performance Reviews
  • Budget Planning
  • Financial Planning
  • Risk Management
  • Financial Services
  • Problem-Solving
  • Self-starter
  • Project Coordination
  • Sharepoint
  • Proficient in HTML
  • Program coding
  • SQL expert
  • Excel Spreadsheet
  • Communication
  • Carry several license with State
  • Teamwork and Collaboration

Certification

Accident and Health, Life License

Timeline

Financial Service Professional

Heartland Retirement Group
06.2021 - Current

Financial Controller

Empower Retirement
05.2019 - 06.2021

Certificate - Software Development

University of Denver

Bachelor of Arts - International Studies, Communication

University of Colorado Denver

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Darwin Grant