Summary
Overview
Work History
Education
Certification
Timeline
Generic

Emily Claire Buckner

Nashville,TN

Summary

Highly-motivated individual with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Student Intern

Edward Jones
06.2023 - 10.2023
  • Planned, prepared and participated in weekly meetings and events.
  • Participated in workshops and presentations related to projects to gain knowledge.
  • Completed coursework and studied for FINRA Licensing exams.

Financial Services Representative

Strategic Financial Partners
12.2021 - 05.2022
  • Held financial conversations with clients and prospects to determine needs and provide appropriate solutions
  • Implemented cutting-edge financial strategies to grow and develop long-lasting, value-based client relationships
  • Established strong and positive working relationships within organization to contribute to team success
  • Demonstrated expertise in product knowledge and sales to identify and recommend appropriate products and services to clients.

Accounts Receivable and Billing Clerk

DFH Services
08.2018 - 01.2022
  • Wrote and edited project documents
  • Completed documentation, reports and spreadsheets of financial information
  • Reported past due payments to collections department
  • Input details into accounts and tracked payments.

Financial Advisor Intern

Strategic Financial Partners
10.2021 - 12.2021
  • Competed case studies
  • Learned financial objectives to help prepare for series 65, series 6 and series 7
  • Attended weekly sales and performance meetings

Sales Associate

White Room Bridal
03.2017 - 11.2018
  • Recommending and assisting around 20 customers per day on formal ball gowns ranging from prom, bridal, or bridesmaid
  • Top sales associate
  • Maintained records related to sales for store management
  • Developed and implemented strategic social media marketing plans.

Education

BBA - Finance

University of Mississippi
Oxford, MS
05.2023

University of Kentucky
Lexington, KY

Certification

Financial License obtained:

  • Life insurance
  • Health insurance
  • SIE (Securities Industry Essentials)



Timeline

Student Intern

Edward Jones
06.2023 - 10.2023

Financial Services Representative

Strategic Financial Partners
12.2021 - 05.2022

Financial Advisor Intern

Strategic Financial Partners
10.2021 - 12.2021

Accounts Receivable and Billing Clerk

DFH Services
08.2018 - 01.2022

Sales Associate

White Room Bridal
03.2017 - 11.2018

BBA - Finance

University of Mississippi

University of Kentucky

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Emily Claire Buckner