Graham Oelke
Tigard,USA
Summary
Multi-skilled Client Services Associate at CGC Financial Services with a proven track record in project management and trading operations. Spearheaded a paperless transition impacting 1,600 households and managed over $100 million in trading volumes. Adept in Excel financial modeling and recognized for exceptional communication skills, driving client satisfaction and operational efficiency.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Client Services Associate / Trader
CGC Financial Services
Lake Oswego, Oregon
07.2024 - Current
- Promoted to Project Lead within four months, I developed and implemented a transition plan for paperless operations, impacting over 1,600 households, completed in August 2025.
- Assist in client meeting preparations by linking bank accounts, updating beneficiary information, and preparing transfer, new account, and trust paperwork.
- Serve as the primary trader for three advisors, assisting with firm-wide rebalances, with trading volumes exceeding $100 million.
- Manage deposits of high-value rollover and transfer checks, ensuring accuracy and confidentiality for six- and seven-figure transactions.
- Currently, I am building a cash model to help ease efficiency in the identification of excluded assets and accounts for each client, as well as to achieve a complete understanding of the securities that are considered unmanaged.
Financial Analyst - Intern
Invited Clubs, an Apollo Global Management Company
Dallas, Texas
06.2023 - 08.2023
- Completed a rotational program across Corporate Finance, Business Development & Strategy, Mergers & Acquisitions, Investor Relations, Capital Markets, and Accounting & Payroll, gaining a holistic understanding of operations.
- Utilized Oracle Hyperion cloud-based software to generate precise financial reports, supporting strategic decision-making.
- Analyzed and restructured membership dues at PGA National to ensure equitable charges and enhance membership value.
- Modeled a new payout system for Food & Beverage employees across multiple clubs, improving morale and reducing turnover through optimized compensation structures.
Education
Bachelor of Science - Finance, Economics
University of Oregon
Eugene, OR06-2024
Skills
- Leadership and coaching
- Excellent communication skills
- Presentations and public speaking
- Project management
- Excel: Financial modeling
- Basic accounting
- Oracle Hyperion cloud-based software
- Charles Schwab - Advisor Center
- iRebal software
- Client communication
- Extremely detail-oriented
- Pershing/NetX360 navigation and utilization
- Trading operations
- CRM software
- Client support
- Client relations
- Funds transfers
Certification
NIPR: Life & Health Insurance License
SIE
Series 7
References
References upon request
Affiliations
- Scratch Golfer
Extracurricular Activities
Club Golf - 'A' Team University of Oregon National Invite 2022-2023 Executive Member - Sigma Nu Fraternity- Social Chair
Timeline
Client Services Associate / Trader
CGC Financial Services
07.2024 - Current
Financial Analyst - Intern
Invited Clubs, an Apollo Global Management Company
06.2023 - 08.2023
Bachelor of Science - Finance, Economics
University of Oregon