Highly-motivated employee with desire to take on new challenges. Strong worth ethic, adaptability and exceptional interpersonal skills. Quick learner with a lot of grit and determination who does not back away from challenges of the workplace
Overview
3
3
years of professional experience
Work History
Defensive Coordinator
Tri City Prep
Pasco, WA
05.2023 - Current
Created an atmosphere that fostered positive character growth among players.
Developed defensive game plans and schemes to counter opposing offenses.
Gave motivational speeches before games to inspire team morale.
Associate Wealth Management Advisor
Petersen Hastings
Kennewick, WA
03.2024 - 10.2024
Implemented best practices related to data security while handling confidential information.
Maintained detailed records of client accounts, transactions, and associated documents.
Assessed current financial status of customers through review of account statements and other documents.
Financial Representative
Northwestern Mutual
Kennewick, WA
01.2022 - 01.2024
Processed applications for life insurance policies in a timely manner.
Ensured accuracy of all documentation related to client accounts.
Organized meetings with potential clients to discuss their financial goals and objectives.
Analyzed customers' existing policies and recommended changes or additional coverage.
Education
Bachelor of Arts - Finance
Linfield College
Mcminnville, OR
05.2023
Skills
Spanish Fluency
Client Relations
Time Management
Financial Planning
Multitasking
Customer Service
Team Collaboration
Money Handling
Microsoft Excel
Wealth Management
Accomplishments
Power of 10 Intern for Northwestern Mutual (top 3%)