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, DC05.2024
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
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