GRADY BURGER
Boulder,Colorado
Summary
Organized and dependable candidate successful at managing multiple priorities with a logical approach and positive attitude. Willingness to take on added responsibilities to meet team goals and deliver results.
Overview
11
11
years of professional experience
Work History
Associate Personal Banker
Wells Fargo
01.2024 - Current
- Utilized strong interpersonal communication skills during client interactions, delivered comprehensive financial advice in order to strengthen client relationships and promote long-term loyalty and new client acquisition.
- Generated new business by conducting thorough financial needs assessments and offering tailored products to clients.
- Consistently lead my branch in measurable performance metrics directly related to revenue growth while adhering to policy regarding operations and handling of confidential information.
- Conducted business on a national scale and collaborated with colleagues to deliver exceptional results.
INVESTMENT DEVELOPMENT OPERATOR INTERN
GREENTREE GROUP
06.2023 - 08.2023
- Collaborated with other interns to prepare expense reports for upcoming and ongoing development projects
- Consulted with and onboarded investors for potential developments
- Worked with superiors to find potential investment properties and multifamily developments
ACCOUNTANT
CU Boulder CCO
08.2022 - 09.2022
- Collaborated with accounting managers to comply with governing bodies and limit regulatory risks
- Collected and reported monthly expense variances and explanations
- Regularly performed account audits and handled day-to-day accounting processes to drive financial accuracy
ASSISTANT TO THE ASSET MANAGER
Rubino Enterprises, LLC
05.2019 - 08.2022
- Worked with various team members in order to maintain and increase portfolio value consisting of various multi-family properties
- Assisted with risk evaluation and mitigation
- Assisted with major capital, improvement projects and ROI spreadsheets (an oversight of the project)
LAWN CARE MANAGER
Treeline Landscape
05.2014 - 09.2021
- Assisted clients with development of long-term landscape plans and strategies as well as price quoting
- Supervised landscaping teams, prioritizing tasks and giving feedback for quality control
- Delegated tasks to workers daily, taking into account personal skill levels, daily targets and necessary condition adaptations
RANCH HAND
Three Meadows Ranch
05.2019 - 08.2020
- Repaired equipment and animal living spaces
- Tracked technical improvements to save on ranch overhead
- Identified and solved problems and inefficiencies
SALES ASSOCIATE
Eagle Crest Nursery
05.2015 - 08.2018
- Increased sales with execution of full sales cycle processing from initial lead processing through conversion and closing
- Collaborated with managers to provide customer feedback and recommend operational changes to meet emerging trends
- Built relationships with customers and community to promote long term business growth
- Monitored service after sale and implemented quick and effective problem resolutions
Education
Bachelor of Arts - Economics, Finance
University of Colorado At Boulder
Boulder, CO12.2023
Skills
- Microsoft Office 365
- Google Analytics for Beginners Certified
- Critical Thinking and Analysis
- Database Maintenance
- Strategic Planning
- Problem Solving/Critical Thinking
- Execution
- Personable
Timeline
Associate Personal Banker
Wells Fargo
01.2024 - Current
INVESTMENT DEVELOPMENT OPERATOR INTERN
GREENTREE GROUP
06.2023 - 08.2023
ACCOUNTANT
CU Boulder CCO
08.2022 - 09.2022
ASSISTANT TO THE ASSET MANAGER
Rubino Enterprises, LLC
05.2019 - 08.2022
RANCH HAND
Three Meadows Ranch
05.2019 - 08.2020
SALES ASSOCIATE
Eagle Crest Nursery
05.2015 - 08.2018
LAWN CARE MANAGER
Treeline Landscape
05.2014 - 09.2021
Bachelor of Arts - Economics, Finance
University of Colorado At Boulder
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