Grant Kocour
Manhattan,KS
Summary
Finance graduate with a certificate in investment management and a strong interest in the investment industry. Familiar with financial analysis and eager to learn more about identifying investment opportunities. Excited to apply my education and enthusiasm to contribute to an investment management team and help drive successful outcomes. Committed to learning and staying updated on industry changes to support clients and enhance portfolio performance.
Overview
2
2
years of professional experience
Work History
Manager
Porter's Bar and Grill
08.2022 - Current
- Demonstrated effective leadership in overseeing staff training and development programs, resulting in a more cohesive and efficient team dynamic
- Gained valuable insight into inventory management and optimization strategies
Sales Intern
Briggs Auto
02.2023 - 08.2023
- Acquired proficiency in professional communication, persuasive selling strategies, effective rebuttal techniques, and detailed organization skills
- Initiated outbound calling campaigns to secure appointments for vehicle appraisals, demonstrating adeptness in client management and appointment setting protocols
- Achieved the top team sales performance in the month of April
Financial Advising Intern
Equitable Advisors
05.2022 - 08.2022
- Developed expertise in business communications, financial planning strategies, data analytics, while maintaining a high level of professionalism
- Facilitated the completion of service forms and actively participated in client meetings contributing to the seamless delivery of financial services and enhancing client satisfaction
- Successfully achieved the most profitable year for financial advising
Education
Kansas State University - Finance, Integrated Investment Management
Kansas State University
Manhattan, KS05.2025
Skills
- Financial Modeling
- Excel
- Microsoft Office
- EMoney
- SalesForce
- S&P CapitalIQ
- Financial Management
- Portfolio Management
Affiliationsandvolunteerwork
- Beta Theta Pi, Recruitment Chair/Member, 2021-Present, Managed and led all recruitment efforts, overseeing all aspects of recruitment., Organized and coordinated events to promote the fraternity., Analyzed recruitment data to find individuals the best fit for the fraternity.
- St. Benedicts Parish, 150+, Engaged in Meals-on-Wheels helping people who cannot afford food to eat., Distributed clothes and toiletries to U.S. Veterans., Volunteered at our local retirement home.
- Investment Club-Kansas State University, Engaged in efficient ways to evaluate securities and manage portfolios.
Timeline
Sales Intern
Briggs Auto
02.2023 - 08.2023
Manager
Porter's Bar and Grill
08.2022 - Current
Financial Advising Intern
Equitable Advisors
05.2022 - 08.2022
Kansas State University - Finance, Integrated Investment Management
Kansas State University
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