Summary
Overview
Work History
Education
Skills
Accomplishments
Certification
Extracurricular activities
Timeline
Generic

Garrett Eagan

Indianapolis

Summary

Driven financial advisor with expertise in developing personalized financial plans and conducting thorough market analysis. Adept at building strong client relationships and delivering impactful investment advice.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Advisor

Indiana Members Credit Union
Indianapolis, IN
01.2026 - Current
  • Developed personalized financial plans based on client goals and risk tolerance.
  • Conducted in-depth market analysis to inform investment strategies and recommendations.
  • Established strong client relationships through consistent communication and follow-up.
  • Facilitated financial workshops to educate clients on investment options and retirement planning.

Rigger

Egenolf Industrial Group
Indianapolis, IN
01.2025 - 05.2027
  • Operated rigging equipment to ensure safe and efficient lifting operations.
  • Assisted in the assembly and disassembly of rigging systems for various projects.
  • Monitored load weights and adjusted rigging configurations as needed for safety compliance.
  • Collaborated with team members to execute complex rigging tasks on-site effectively.

Worker

Penn Station Subs
Greenwood, IN
04.2024 - 01.2025
  • Prepared and assembled sandwiches according to customer specifications.
  • Maintained cleanliness and organization of workstations to ensure food safety compliance.
  • Trained new team members on operational procedures and customer service protocols.
  • Assisted in inventory management, tracking stock levels, and placing orders as needed.

Education

Bachelor of Science - Finance

Ball State University
Muncie, IN
12-2028

Skills

  • Investment advice
  • Relationship building and management
  • Analytical thinking
  • Sales expertise
  • Excel
  • Financial advising
  • Debt management
  • Client relations

Accomplishments

    Phi Kappa Psi Indiana Iota Executive Board & Social Chair positions.

Certification

  • CIC - Chartered Investment Counselor
  • ChFC - Chartered Financial Consultant

Extracurricular activities

Phi Kappa Psi Indiana Iota Member

Pickleball Club

Finance Club

Timeline

Financial Advisor

Indiana Members Credit Union
01.2026 - Current

Rigger

Egenolf Industrial Group
01.2025 - 05.2027

Worker

Penn Station Subs
04.2024 - 01.2025

Bachelor of Science - Finance

Ball State University