Drew McFarland
Southlake,TX
Summary
I am born and raised in Texas and have a passion for establishing a complete understanding of all investment products and financial markets. I pride myself on my willingness to learn, ability to learn new processes quickly and adapt to customer and company needs. With my time at Charles Schwab, I have been able to acquire a lot of experience with different types of clients and have found ways to adapt to individual customer needs. I find great joy in helping people build on their financial knowledge and l seek to maintain a full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
8
8
years of professional experience
Work History
Financial Service Representative
Charles Schwab
12.2023 - Current
Construction Assistant
M4 Construction And Design
06.2022 - 08.2022
- Utilized construction tools and machinery to effectively complete job site projects.
- Helped manage books and bring new business into the company.
1-800 Got Junk Worker
Got Junk
06.2021 - 08.2021
- Collected and disposed of trash and debris.
Cyclebar Worker
CycleBar Franchising LLC
02.2019 - 07.2019
Pie Five Team Member
Pie Five Pizza
06.2016 - 01.2017
- Offered exceptional customer service to all guests.
Uber Eats Driver
Uber Eats
- Met promised delivery times consistently by using GPS software to spot and avoid traffic delays.
Education
BBA - Double Major in Finance & Marketing (3.50 GPA)
University of Oklahoma
Norman, OK05.2023
High School Diploma -
Southlake Carroll High School
Southlake, TX06.2019
Skills
- Business
- Time management
- Project Management
- Information systems
- Persistence
- Interpersonal Communication
- Creativity
- Finance
- Mathematics
Accomplishments
- Securities Industry Essentials (SIE)
- Series 7
- Series 63
FINRA Licenses & Certifications:
NASAA Licenses & Certifications:
Deans list OU 2019-2022
Have accumulated over 300 hours of community service through various non-profit organizations & my fraternity at OU Delta Tau Delta.
Timeline
Financial Service Representative
Charles Schwab
12.2023 - Current
Construction Assistant
M4 Construction And Design
06.2022 - 08.2022
1-800 Got Junk Worker
Got Junk
06.2021 - 08.2021
Cyclebar Worker
CycleBar Franchising LLC
02.2019 - 07.2019
Pie Five Team Member
Pie Five Pizza
06.2016 - 01.2017
Uber Eats Driver
Uber Eats
BBA - Double Major in Finance & Marketing (3.50 GPA)
University of Oklahoma
High School Diploma -
Southlake Carroll High School