Derek Whitworth
Boise,ID
Summary
Highly experienced individual known for exemplary team-building and skills in many industries. Gifted at working with all types of personalities. Performance history of developing strong collaborative relationships and delivering impressive results. Passion in the financial and business world.
Overview
6
6
years of professional experience
Work History
Financial Representative Intern
Northwestern Mutual
07.2023 - Current
- Created comprehensive financial plans for acquired clients through retirement.
- Developed and maintained strong relationships with clients to maximize satisfaction.
- Helped clients make informed decisions about financial future.
- Analyzed financial needs of clients and developed tailored strategies to meet goals.
- Educated clients on potential risks and rewards associated with various investments.
- Call 100 potential clients, retain 7 meetings, acquire 10 qualified suspects per week.
Internal Audit Intern
Boise State University
10.2022 - Current
- Assisted in office administration and client communication to help manage auditors' workload.
- Developed understanding of company audit methodology, approach and tools while working under supervision of licensed auditors.
- Proofread audit and tax reports and year-end financial statements to verify accuracy.
- Used Excel to create and manage budgets, balance sheets and other related financial statements.
- Prepared, analyzed and verified annual reports and financial statements to assess financial condition and facilitate financial planning.
Manager
All-Star Sports
02.2018 - 08.2021
- Learned the information on all the products in the store to make a better experience for the consumers
- Helped customers select the best fitting merchandise to fit their needs
- Tagged merchandise for sale and retagged sales items with new pricing to increase the sales chance
- Kept inventory records accurate by conducting routine counts and complete audits of the available products.
Cashier
Yogurtland
06.2017 - 12.2018
- Processed cash register transactions by inputting product costs and giving back change
- Counted money in cash drawers at start of each shift and balanced drawer at end of each shift
- Obtained thorough knowledge of products sold to assist customers in locating and purchasing items
- Processed checks, debit and credit cards, EBTs, WIC checks, refunds, product coupons, and gift certificates
- Wiped down surfaces after used by consumer to prevent spreading of germs
Education
BBA - Finance
Boise State University
Boise, ID06.2024
High School Diploma -
Amador Valley High School
Pleasanton, CA06.2020
Skills
- Customer Traffic Management
- Engaging with Diverse Customers
- Sales and Promotions
- Multiple Priorities Management
- Complex Problem-Solving
- Compiling Data
- Financial and Economic Data
- Organization and Coordinating
Timeline
Financial Representative Intern
Northwestern Mutual
07.2023 - Current
Internal Audit Intern
Boise State University
10.2022 - Current
Manager
All-Star Sports
02.2018 - 08.2021
Cashier
Yogurtland
06.2017 - 12.2018
BBA - Finance
Boise State University
High School Diploma -
Amador Valley High School
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