Harrison Karch
Brick
Summary
Versatile strategist known for adaptability and problem-solving skills in the financial sector. Experienced in conducting market research and delivering tax-advantaged investment opportunities to enhance client outcomes.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Cash Flow Strategist
C&A Financial Group
Wall
12.2025 - Current
- Analyzed industry trends and identified opportunities for business growth.
- Guided clients in identifying financial goals and crafting investment strategies tailored to their needs.
- Researched market trends to deliver informed financial advice and insights.
- Maintained regular communication with clients via phone, email, or video conferencing to address their financial concerns.
- Provided advice on tax-advantaged investment opportunities.
Sales Representative
Colts Neck Stillhouse
Colts Neck
01.2022 - 09.2025
- Cultivated key customer relationships, resulting in increased sales.
- Generated new sales leads through cold calling and targeted networking.
- Engaged customers to enhance product knowledge and drive sales.
- Provided exceptional customer service by addressing inquiries and resolving issues.
- Educated customers on distilling processes and the unique offerings of the distillery.
Education
Some College (No Degree) - General Studies
University of Arizona
Tucson, AZSkills
- Cash flow analysis
- Financial analysis
- Investment strategies
- Analyzing trends
- Client management
- Client engagement
- Strategic planning
- Problem solving
- Adaptability to change
- Networking skills
Certification
Life and Health Insurance
Affiliations
Volunteer, Wounded Warriors Project
Timeline
Cash Flow Strategist
C&A Financial Group
12.2025 - Current
Sales Representative
Colts Neck Stillhouse
01.2022 - 09.2025
Some College (No Degree) - General Studies
University of Arizona