Dylan Sundell
San Diego,CA
Summary
Motivated individual with a business economics, wealth management, and sales background. Hardworking and resourceful commended for first-rate collaboration, organizational, and time management abilities. Tackles challenges with positivity and drive to overcome. Thrives in a team based environment as well as alone and consistently exceeds expectations.
Overview
5
5
years of professional experience
1
1
Certification
Work History
Financial Advisor
Hariri Financial Partners
San Diego, CA
08.2024 - Current
- Conducted detailed analysis of clients' current financial situation, including risk assessment, cash flow management, and retirement planning.
- Developed financial plans and strategies tailored to clients' individual needs.
- Analyzed potential investments such as stocks, bonds, mutual funds, real estate and insurance products for clients.
- Provided advice on tax-advantaged investment opportunities.
- Communicated regularly with clients via phone, email, or video conferencing regarding their financial matters.
- Identified new business opportunities through networking events or referrals from existing clients.
Internship Student
Valor Wealth Managemnt, LLC
Spokane
09.2019 - 10.2023
- Reported back to instructor to receive day-to-day tasks and responsibilities
- Communicated effectively with faculty, staff, and accepted critiques and suggestions for areas of improvement
- Completed research, complied data, updated spreadsheets, and produced timely reports
- Collected, arranged, and input information into database systems
- Generated reports detailing findings and recommendations
- Developed and updated tracking spreadsheets for process monitoring and reporting
- Created and managed project plans, timelines, and budgets
- Provided reporting for forecast analysis and ad-hoc reporting in support of decision making
- Supported creation of detailed and technical financial models to value potential acquisition targets.
Sales Associate
Fitness 19
San Ramon
08.2019 - 03.2020
- Answered questions and addressed, resolved, or escalated issues to management personal to satisfy customers
- Answered customer questions about products and services
- Allocated customers to merchandise and promoted services directly
- Listened to customer needs and desires to identify and recommend
- (Time frame is short due to location shutdown...catalyzed from the pandemic.)
Education
Bachelor of Science Business Economics - Business Economics
University of California-San Diego
La Jolla, CA07.2024
Associate of Science Business Administration - Business Administration
Diablo Valley College
San Ramon, CA05.2022
Associate of Arts Economics - Economics
Diablo Valley College
San Ramon, CA05.2022
Skills
- Financial Modeling
- Computer Science
- Financial Analysis
- Financial Report Writing
- Budgeting
- Client Services
- Research
- Strategic Planning
- Complex Problem-Solving
- Sales
- Communication Skills
- Microsoft Excel
- Organizational Skills
- Business Development
- Banking
- Analysis Skills
- Financial Planning
- Investment Management
- Negotiation
Certification
AP computer science certificate, 05/01/18, Present
Accident & Health or Sickness, Life Insurance license. No: 4411367
Additional Information - Affiliations
- Youth Athletes of Tomorrow Foundation
- Marines' Memorial Club - Family Benefactor
Timeline
Financial Advisor
Hariri Financial Partners
08.2024 - Current
Internship Student
Valor Wealth Managemnt, LLC
09.2019 - 10.2023
Sales Associate
Fitness 19
08.2019 - 03.2020
Bachelor of Science Business Economics - Business Economics
University of California-San Diego
Associate of Science Business Administration - Business Administration
Diablo Valley College
Associate of Arts Economics - Economics
Diablo Valley College
AP computer science certificate, 05/01/18, Present
Accident & Health or Sickness, Life Insurance license. No: 4411367
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