Gus Allen

Waunakee

Summary

Dynamic finance professional holding Life Insurance License and SIE certification. Demonstrated expertise in financial analysis and client relationship management, bolstered by exceptional communication skills. Acknowledged for optimizing advisory processes through strategic collaboration and meticulous attention to detail, fostering successful outcomes in client engagements.

Overview

Certification

Work History

Finance Intern

Primerica

Madison

05.2025 - Current

Successfully obtained Life Insurance License and Securities Industry Essentials (SIE) exam certifications in Summer 2025, demonstrating a commitment to professional development and regulatory compliance in the financial services industry.
Managed and completed licensing processes efficiently, ensuring adherence to industry standards and deadlines.
Actively participated in advisor meetings, gaining insights into client relationship management, financial planning strategies, and advisory best practices.
Collaborated closely with experienced financial advisors, receiving hands-on coaching to develop skills in client consultation, portfolio analysis, and advisory service delivery.
Contributed to team efforts by providing support in preparing client materials and analyzing financial data, enhancing the overall advisory process.

Education

Bachelor of Science - Finance

Grand Canyon University

Phoenix, AZ

04-2026

High School Diploma -

Waunakee High-School

Waunakee, WI

06-2023

Skills

Financial analysis
Client relationship management
Regulatory compliance
Team collaboration

Communication skills
Portfolio assessment
Customer service
Business analytics

References

Robert Gebhardt, Northshore Rentals, (608) 509-3350
Chad Carroll, MAP Retirement, (920) 313-0410