Draven Wilborn
Albany
Summary
Driven university student pursuing a bachelor's degree in Economics, with practical experience gained through a financial advisory internship, where I personalized financial plans and initiated finance seminars, showcasing strong analytical skills and a commitment to enhancing clients' financial health.
Overview
3
3
years of professional experience
Work History
Team Member
Planet Fitness
Albany
02.2024 - Current
- Built and maintained customer relationships with regulars and day users
- Provided in-person and phone support to address customer inquiries and resolve issues
- Assisted members with fitness inquiries and equipment usage.
- Maintained cleanliness and organization of gym facilities and equipment.
Financial Advisor {Intern}
Northwestern Mutual
Salem
05.2023 - 06.2024
- Analyzed individual's current financial situation and curated three personalized plans, enabling informed decision-making for their financial future
- Analyzed client financial data and generated reports, offering key insights into individual financial health and strategies for improvement
- Created long term plans for individuals to improve outlook in retirement and achieve long term goals
- Cold called and initiated finance 101 seminars for two organizations, enhancing financial literacy among participants
- Made over 30 outbound calls daily to engage potential clients
Job-Shadow
Keudell Morison Wealth Management
Salem
12.2022 - 12.2022
- Spent a day-in-the-life of Lead Portfolio Manager/Senior Investment Advisor Joel Blount
- Learned how Senior Advisor manages time and stays organized
- Learned about wealth management and got insight into the industry
Education
Bachelor's Degree - Managerial Economics
Oregon State University
Corvalis Oregon05-2026
High-School Diploma -
South Albany High School
Albany, Oregon06-2022
Skills
- Financial Analysis
- Data Analysis
- Financial planning
- Microsoft Excel
- Microsoft Powerpoint
- Customer service
- Client relations
- Ability to Work in a Team
- Effective Communication
Timeline
Team Member
Planet Fitness
02.2024 - Current
Financial Advisor {Intern}
Northwestern Mutual
05.2023 - 06.2024
Job-Shadow
Keudell Morison Wealth Management
12.2022 - 12.2022
Bachelor's Degree - Managerial Economics
Oregon State University
High-School Diploma -
South Albany High School