Gavin Auch
Olathe
Summary
Senior Finance major with a Marketing minor, passionate about helping people make smart financial decisions and plan for their futures. Gained hands-on experience at Prime Capital Financial, supporting advisors with portfolio analysis, retirement planning, market research, and client outreach. Skilled at combining finance knowledge with marketing insights to anticipate client needs and provide clear, actionable guidance. Committed to using these skills to help people achieve long-term financial success while growing as a financial professional.
Overview
3
3
years of professional experience
Work History
Finance Intern
Prime Capital Financial
Dallas
05.2025 - 08.2025
- Assisted financial advisors in preparing customized financial plans by gathering and analyzing client data.
- Conducted outreach to prospective clients, scheduling meetings that supported business development efforts.
- Shadowed senior advisors in client meetings to gain hands-on exposure to retirement strategies, tax planning, and wealth management.
- Gained practical experience interpreting market trends and integrating insights into client portfolio discussions with advisors.
Daily Operations Associate
Smith and Loveless Inc.
Lenexa
05.2023 - 08.2024
- Provided cross-departmental support by fulfilling operational needs to ensure smooth workflow.
- Assisted in inventory management, tracking supplies and tools across all departments.
- Gained insight into inventory purchasing strategies, and understanding departmental spending allocation.
Warehouse Associate
Excelligence
Gardner
05.2022 - 08.2022
- Picked and shipped school supply packages nationwide, meeting and exceeding productivity goals.
- Promoted to Team Trainer for onboarding and training new employees.
- Improved team efficiency and reduced errors in packaging and shipping.
Education
Bachelor of Science - Business Administration, Finance
University of Arkansas
Fayetteville, AR05.2026
Skills
- Financial Planning & Analysis
- Investment & Retirement Strategies
- Tax Planning
- Client Relationship Management
- Portfolio Analysis & Strategic Recommendations
- Professional Communication
- Market Research & Consumer Insights
- Client Engagement & Outreach
Accomplishments
- Deans List Fall 23, Fall 24, Spring 25
- Chancellors list Spring 25
- Non-resident Tuition Award, 80% off out-of-state tuition, 08/22, Present
Leadership Experience
Head Parents Chair & Special Events Committee, Kappa Alpha Order, University of Arkansas
- Organized social events for 200+ members and families; managed budgets to ensure cost-effective, high-quality events.
Employee Training Leader, Excelligence, Gardner, KS
- Promoted to team leader for high performance; trained new employees and implemented process improvements to boost productivity.
Financial Literacy Program Leader, Prime Capital Investment Advisors
- Designed and led interactive games and activities to teach children basic budgeting, saving, and financial concepts, fostering early financial literacy.
Timeline
Finance Intern
Prime Capital Financial
05.2025 - 08.2025
Daily Operations Associate
Smith and Loveless Inc.
05.2023 - 08.2024
Warehouse Associate
Excelligence
05.2022 - 08.2022
Bachelor of Science - Business Administration, Finance
University of Arkansas
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