Summary
Overview
Work History
Education
Skills
Websites
Certification
Service Community Involvement
Activities
References
Timeline
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Hannah Matthews

Hannah Matthews

Rockfield,KY

Summary

Highly-motivated and energetic employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Adept at working effectively unsupervised and quickly mastering new skills, while building meaningful client relationships.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Branch Office Assistant

Edward Jones
Franklin
12.2022 - Current
  • Engaging in daily communication with around 40 clients regarding their finances, to determining appropriate products to cater to their specific needs.
  • Managed appointments efficiently through a daily updated schedule and maintained an organized document shelving system.

Inside Sales Representative

Matthews Construction Co
Russellville, KY
03.2022 - Current
  • Generated new business leads by cold calling potential clients and identifying their roofing needs.
  • Performing extensive research on various areas to identify target business prospects.

Finance Intern

Pan Oston Company
Bowling Green
05.2022 - 08.2022
  • Managed responsibilities as accounts payable in the accounting department, handling daily bill payments and communicating with vendors.
  • Developed and nurtured strategic partnerships with vendors to drive business growth.

Education

B.S. Finance - Personal Financial Planning

Western Kentucky University – Gordon Ford College of Business
05.2024

Skills

  • Microsoft Office
  • Personable
  • Team Collaboration
  • Relationship cultivation
  • Superior organizational skills
  • Customer Service-Oriented
  • High Energy
  • B2B Sales

Certification

  • CFP Board Registered Program Participant
  • Microsoft Office and Excel Certified
  • SIE Certification (Anticipated June 2024)
  • Money Guide Pro Certified

Service Community Involvement

  • Organized an event for Kappa Delta philanthropy: Shenanigans which raised over $18,000 for Prevent Child Abuse America and Family Enrichment Center of Bowling Green, KY.
  • Participated in several WKU Discovery events that WKU organizations explained to high school students why WKU may be a good fit for their college experience.
  • Served the Bowling Green Community by yearly collecting food items, donating blood, and raising money to contribute to the Bowling Green School System.

Activities

  • Treasurer, Future Business leaders of America, August 2016- June 2020
  • Logan County Student Ambassador, WKU Kappa Delta Sorority, August 2017- June 2020
  • Recruitment Chair, WKU Kappa Delta Sorority, August 2021- May 2024
  • Member, WKU Financial Planning Association, August 2021- May 2024
  • Treasurer, WKU Student Alumni Ambassadors, April 2022- May 2024

References

References available upon request.

Timeline

Branch Office Assistant

Edward Jones
12.2022 - Current

Finance Intern

Pan Oston Company
05.2022 - 08.2022

Inside Sales Representative

Matthews Construction Co
03.2022 - Current

B.S. Finance - Personal Financial Planning

Western Kentucky University – Gordon Ford College of Business

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Hannah Matthews