Gavin Sloan
Las Vegas,NV
Summary
Motivated business student at the University of Nevada, Las Vegas with hands-on experience in bookkeeping, account reconciliations, and client service, and current experience as an Associate at UBS supporting client accounts and financial operations. Detail-oriented and analytical, with a strong foundation in problem-solving, data analysis, and cross-functional collaboration. Proven ability to manage priorities and deliver accurate, client-focused results in fast-paced environments. Seeking to apply academic and professional experience in a role that supports business operations, financial analysis, and client success.
Overview
2
2
years of professional experience
Work History
Associate
UBS-Montage Financial Group
Las Vegas, NV
10.2025 - Current
- Supported financial advisors in managing high-net-worth client relationships, ensuring a high standard of service and responsiveness
- Coordinated account activities including onboarding, maintenance, and transaction processing across complex portfolios
- Acted as a key point of contact for client inquiries, resolving issues efficiently and strengthening trust
- Partnered cross-functionally with internal teams to deliver tailored financial solutions and seamless client experiences
- Monitored account activity and prepared client materials, reports, and presentations to support strategic discussions
Office Administrator/Accounting Intern
TRA Consulting, LLC
Las Vegas, NV
01.2024 - 10.2025
- Manage office operations, streamline processes, enhance efficiency, and support accounting tasks.
- Coordinate administrative tasks, improve communication, and foster a collaborative work environment.
- Assist in tax preparation and filing.
- Resolve administrative challenges, implement solutions, and support team productivity.
- Maintained accurate financial records and executed reconciliations to uphold organizational standards and facilitate audits.
Education
Associate of Business - Business
College of Southern Nevada
Las Vegas12-2025
BSBA - Accounting
University of Nevada-Las Vegas (Lee Business School)
Las Vegas12-2026
Associate of Business - General Education
University of Utah
Salt Lake City2023
Skills
Accounting & Financial Skills
- Tax Preparation
- Audit Support
- Regulatory Compliance
- Financial Planning
Tools & Systems
- QuickBooks
- Intuit Lacerte Tax Software
Professional & Client-Facing Skills
- Client Relations
- Project Management
- Adaptability in Fast-Paced Environments
- Confidentiality & Ethical Handling of Financial Information
Timeline
Associate
UBS-Montage Financial Group
10.2025 - Current
Office Administrator/Accounting Intern
TRA Consulting, LLC
01.2024 - 10.2025
Associate of Business - Business
College of Southern Nevada
BSBA - Accounting
University of Nevada-Las Vegas (Lee Business School)
Associate of Business - General Education
University of Utah