Summary
Overview
Work History
Education
Skills
Licensing
Linkedln
Timeline
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Dylan Knox

New York

Summary

Finance professional equipped for impactful contributions. Skilled in financial analysis, budgeting, and data interpretation. Strong focus on team collaboration and achieving results. Dependable and adaptable, with keen eye for accuracy and problem-solving.

Overview

3
3
years of professional experience

Work History

Financial Services Professional

New York Life Insurance Company
09.2024 - 12.2024
  • Maintained up-to-date knowledge of financial market trends and regulations
  • Utilized CRM software tools to manage customer interactions and track potential leads efficiently
  • Provided guidance to customers regarding account management and investment options

Financial Planning Intern

Mass Mutual New Jersey-NYC
05.2023 - 09.2023
  • Engaged and interacted with prospective clients to understand their needs across a range of financial and insurance products
  • Led meetings covering process enhancements and strategy for client prospecting
  • Performed continuous education for Life and Health Insurance licensing/training

Accounting Intern

Murray and Josephson CPAs
05.2022 - 08.2022
  • Performed various accounting tasks, such as recording checks and deposits for clients
  • Prepared monthly bank and account reconciliations for active clients to ensure accuracy
  • Engaged in a variety of administrative and operational tasks, such as computer software setups and mail/check delivery

Education

Business Administration - Finance Specialization

American University - Kogod School of Business
Washington, DC
05.2024

Skills

  • Microsoft Office
  • Intuit QuickBooks
  • Salesforce
  • Bloomberg Terminal

Licensing

  • Series 17-51
  • Series 17-52
  • Securities Industry Essentials (SIE)

Linkedln

https://www.linkedin.com/in/dylan-knox-b819861b9/

Timeline

Financial Services Professional

New York Life Insurance Company
09.2024 - 12.2024

Financial Planning Intern

Mass Mutual New Jersey-NYC
05.2023 - 09.2023

Accounting Intern

Murray and Josephson CPAs
05.2022 - 08.2022

Business Administration - Finance Specialization

American University - Kogod School of Business
Dylan Knox