Harrison Burnham
Financial Planning & Accounting Student At The University Of North Florida
Jacksonville
Summary
Experienced with financial analysis, market research, and strategic planning essential for business success. Utilizes data-driven insights to inform decision-making and optimize business operations. Track record of effective communication and critical thinking to solve complex business challenges.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Marketer
Sam Maimone - State Farm
09.2025 - Current
- Recorded and updated customer information in online systems.
- Generated new leads through targeted cold calling efforts, expanding the company's client base.
- Provided exceptional customer service by actively listening to clients' concerns and providing appropriate solutions.
- Built relationships with customers using strong persuasion and active listening skills.
Financial Planning Intern
Wheeler Wealth
05.2025 - 09.2025
- Contributed to team meetings by sharing insights gained from ongoing research into emerging industry trends.
- Conducted comprehensive market research to identify new investment opportunities for clients.
- Developed creative design for print materials, brochures, banners, and signs.
- Provided comprehensive financial education, empowering clients to make informed decisions about their financial futures.
Fulfillment Intern
Spicy Shark
11.2024 - 05.2025
- Fulfilled online orders, ensuring high accuracy and optimized shipping options to save money.
- Delivered orders to postal centers in timely manner for quick delivery to customers.
- Proven ability to learn quickly and adapt to new situations.
Front Desk Associate
Sheraton Portsmouth Harborside Hotel
05.2024 - 05.2025
- Greeted guests at front desk and engaged in pleasant conversations while managing check-in process.
- Collected room deposits, fees, and payments.
- Greeted visitors and customers upon arrival, offered assistance, and answered questions to build rapport and retention.
- Assisted in training new hires on front desk operations, contributing to overall team cohesion and productivity.
- Answered customer telephone calls promptly and appropriately handled needs.
Education
BBA - Financial Planning
Coggin College of Business - University of North Florida
Jacksonville, FL 05.2001 -
BBA - Accounting
Coggin College of Business - University of North Florida
Jacksonville, FL 05.2001 -
High School Diploma -
Oyster River High School
Durham, NH 05.2001 -
Skills
Strategic financial planning
Insurance planning
Client relations
Interpersonal skills
Estate planning
Leadership
Certification
Certified Insurance Representative
Timeline
Marketer
Sam Maimone - State Farm
09.2025 - Current
Certified Insurance Representative
09-2025
Financial Planning Intern
Wheeler Wealth
05.2025 - 09.2025
Fulfillment Intern
Spicy Shark
11.2024 - 05.2025
Front Desk Associate
Sheraton Portsmouth Harborside Hotel
05.2024 - 05.2025
BBA - Financial Planning
Coggin College of Business - University of North Florida
05.2001 -
BBA - Accounting
Coggin College of Business - University of North Florida
05.2001 -
High School Diploma -
Oyster River High School
05.2001 -
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