Overview
Work History
Education
Skills
Certification
References
Timeline
Generic

Hannah Ubanoski

Celina,TX

Overview

3
3
years of professional experience
1
1
Certification

Work History

Associate Financial Advisor

RBC Wealth Management
Frisco, Texas
03.2024 - Current
  • Study for and obtain the Associate Financial Advisor program's required licensing. Study and pass the series 7 exam.
  • Complete Associate Financial Advisor program assignments within the curriculum’s timelines
  • RBC tools and technology introduction
  • RBC policies and procedures
  • Products and services—including scenarios and case studies
  • Planning, marketing, prospecting, and servicing
  • Report activities and results per the Associate Financial Advisor program’s requirements
  • Implement specific coaching from the Associate Financial Advisor sales manager

Financial Solutions Intern - Private Client Group

RBC Wealth Management
Frisco, TX
09.2023 - 03.2024
  • Provide administrative and operational support to Financial Advisors and clients
  • Service clients in a pleasant, professional manner and respond to routine inquires
  • Provide clients with requested information such as account balances, stock quotes or other account-related information
  • Assist with department mailing and filing projects
    Other general administrative support as assigned

Audit Intern

Ernst & Young
Dallas , TX
06.2022 - 08.2022
  • Serving a role equivalent to full-time staff accountant
  • Performing audits of financial statements and integrated audits
  • Assist with reviews, compilations, employee benefit plan audits, special reports, and regulatory & other compliance reporting
  • Assist in the execution of specific audit procedures
  • Analyze evidence and participate in one-on-one and small team discussions
  • Create work papers and document procedures performed, the results of such procedures, and conclusions reached
  • Identify issues and bring them to supervisor’s attention
  • Demonstrate teamwork
  • Review current business/economic developments that are relevant

Sales Associate

Vector Marketing Company, CUTCO
McKinney, TX
06.2021 - 08.2021
  • Sales representative showing and selling CUTCO Cutlery.
  • Assisted customers with product selection, sizing and styling.
  • Provided accurate information about products, prices and services.
  • Attended weekly team meetings to review performance goals and objectives.
  • Built relationships with customers to encourage repeat business.
  • Demonstrated product features and benefits for customers' needs.

Education

BBA - Accounting

The University of Oklahoma
Norman, OK
05-2023

High School Diploma -

Celina High School
Celina, TX
05-2019

Skills

  • Developing financial plans
  • Investment advice
  • Relationship building and management
  • Investment strategies
  • Planning for retirement
  • Managing wealth
  • Financial goal setting
  • Ethical standards

Certification

  • FINRA Series 7 | Credential ID 7884034
  • FINRA Securities Industry Essentials (SIE) | Credential ID T0367663

References

References available upon request.

Timeline

Associate Financial Advisor

RBC Wealth Management
03.2024 - Current

Financial Solutions Intern - Private Client Group

RBC Wealth Management
09.2023 - 03.2024

Audit Intern

Ernst & Young
06.2022 - 08.2022

Sales Associate

Vector Marketing Company, CUTCO
06.2021 - 08.2021
  • FINRA Series 7 | Credential ID 7884034
  • FINRA Securities Industry Essentials (SIE) | Credential ID T0367663

BBA - Accounting

The University of Oklahoma

High School Diploma -

Celina High School

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Hannah Ubanoski