Summary
Overview
Work History
Education
Skills
Timeline
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Grant Rathburn

Columbus,OH

Summary

Motivated professional with 2 years of experience in the financial industry and 3 years of experience in the Probate Court of Franklin County. Highly skilled in client education, financial planning, and analysis. Driven and detail-oriented with the ability to thrive in high pressure environments. Dedicated to the satisfaction of clients by providing positive leadership and effective communication.

Overview

6
6
years of professional experience

Work History

Deputy Clerk

Franklin County Probate Court
06.2020 - Current
  • Independently managed and operated the Name Change Department by processing court cases and ensuring execution of court orders
  • Communicated daily with both public and legal professionals on court procedures while building rapport and trust with customers
  • Created and maintained a schedule for new and existing court hearings, including reviewing cases and obtaining all necessary documentation prior to hearing and solving existing issues
  • Organized the department to process applications in a quick and efficient manner, while working closely with court magistrates to ensure all legal requirements are met
  • Trained staff on court operations to improve the quality and efficiency of legal procedures conducted by the court

Financial Representative

LIFETIME FINANCIAL GROWTH
06.2018 - 06.2020
  • Responsible for generating my own leads by leveraging my network, attending and hosting networking events, and asking for referrals
  • Set weekly meetings with business professionals in the Cleveland area in an effort to lead them in the creation of a wholistic financial plan
  • Gathered client information and constructed strategic financial plans tailored to the client’s individual needs in order to enhance their goals and achieve wealth
  • Demonstrated plans to clients in areas of income protection, wealth accumulation, investment optimization, risk management, organized savings and portfolio management
  • Lead weekly meetings to keep team up to date and on track with current projects
  • Organized team calendar by delegating tasks to optimize performance and enhance productivity
  • Collaborated with a team of veteran advisors to determine goals and recommend appropriate services to maintain long-term relationships.

Property Manager

Randall Keller Properties
01.2019 - 03.2020
  • Managed over 60 properties between four companies on the acquisition of new tenants
  • Constructed leases for tenants
  • Sent out and collected monthly invoices for rent from current tenants
  • Constructed online advertisements for new units available for rent
  • Communicated with new and existing tenants to submit background checks and help with solving current issues

Education

Bachelor of Arts - Finance, Marketing

BALDWIN WALLACE UNIVERSITY
Berea, Columbus, OH
05.2018

Skills

  • Problem Solving and Analytical Thinking
  • Relationship Building
  • Communication
  • Positive Leadership
  • Organization and Time Management
  • Strategic Financial Planning
  • Adaptability and Flexibility
  • Creativity and Innovation
  • Advanced knowledge of Microsoft Excel; Proficient with Microsoft Word,
  • PowerPoint, Bloomberg and QuickBooks

LEADERSHIP/ACTIVITES

  • Member, Wrestlers in Business Network
  • Member, Baldwin Wallace University Wrestling Team 2014-2018

- Letterman: 2015, 17, 18; Most Near Falls & Tech Falls: 2015, 17, 18

  • Captain, Bishop Hartley High School Wrestling Team

- 3-Time State Qualifier, 2014 State Placer, 2-Time Most Valuable Wrestler

  • Head Coach, Bishop Hartley Junior High Wrestling Team 2021-Current

Timeline

Deputy Clerk

Franklin County Probate Court
06.2020 - Current

Property Manager

Randall Keller Properties
01.2019 - 03.2020

Financial Representative

LIFETIME FINANCIAL GROWTH
06.2018 - 06.2020

Bachelor of Arts - Finance, Marketing

BALDWIN WALLACE UNIVERSITY

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Grant Rathburn