Grant Fredlund
Marietta,GA
Summary
Determined student studying financial planning, known as a highly productive team player. With expertise in data analysis, project management, client relations ,and digital marketing strategies. Excel in teamwork, adaptability, and problem-solving to deliver exceptional results.
Overview
5
5
years of professional experience
Work History
Intern
Outback Deck Inc.
Woodstock, GA
06.2026 - 08.2026
- Identified needs of customers promptly and efficiently.
- Set specific goals for projects to measure progress and evaluate end results.
- Prepared reports summarizing project progress and results for management review.
Intern
Amplified Planning
Atlanta, Georgia
05.2025 - 08.2025
- Collaborated with clients and planners to deliver customized financial advice that addressed individual needs.
- Developed client-specific long- and short-term financial plans to align with client goals.
- Mastered Redtail, eMoney, Nitrogen, Asset map, EncorEstate, and Holistiplan to enhance client service capabilities.
Loss Prevention analyst
WESCO
Suwanee, GA
05.2021 - 02.2024
- Analyzed data to identify risks and implement mitigation strategies.
- Reviewed loss data to identify trends, informing strategies to prevent future incidents.
- Executed inventory audits to ensure accurate stock records, supporting effective inventory management.
- Performed audits to verify adherence to company policies and procedures, enhancing overall compliance.
Education
University of Georgia - Financial planning
University of Georgia
Athens, GA05-2027
Skills
- Financial analysis
- Data analysis
- Attention to detail
- Problem-solving
- Creativity and innovation
- Collaboration
Community Service
Volunteer, GCIO, San Jose, CR, 04/16, Present, Built 3 classrooms (Frame, Insulation, dry wall, and paint), Met and helped many underprivileged kids
Timeline
Intern
Outback Deck Inc.
06.2026 - 08.2026
Intern
Amplified Planning
05.2025 - 08.2025
Loss Prevention analyst
WESCO
05.2021 - 02.2024
University of Georgia - Financial planning
University of Georgia