Hope Sabouni
Raleigh,NC
Summary
Prospective financial analyst looking to pose and answer questions with quantitative-driven insights. Experience and a proven knowledge of Excel, statistics and problem solving. Aiming to leverage my abilities to successfully fill the Financial Analyst role at Kimley-Horn.
Overview
3
3
years of professional experience
Work History
Financial Counselor I
Principal Financial Group
Charlotte, NC
03.2022 - Current
- Licensed Broker-Dealer Rep with SIE, series 7 and series 63 licensing exams
- Created business plan and identified target customers by interacting on phone and in person, handling basic inquiries and providing quotes.
- Prepared and interpreted information for clients, such as investment performance reports and financial document summaries.
- Assesses client financial situation and explored background through one-on-one interview process
- Develop, review, and optimize investment portfolios within various retirement accounts
- Educate clients on various financial matters, investment opportunities, products and services based on each clients individual needs
- Discuss clients assets, expenses, short and long term investment goals to devised personalized investment plans
Assistant Director
Mathnasium
Garner, NC
03.2019 - 12.2021
- Led and directed team members on effective methods, operations and procedures
- Implemented revenue strategies through statistical analysis.
- Represented business in marketplace and developed relationships with key accounts to promote and market business.
- Developed and updated tracking spreadsheets using Excel.
- Apply AB testing methods to assist with advertising key decision making
- Evaluated report data to proactively adjust and enhance operations.
- Daily use of extensive mathematic and statistical knowledge in order to teach and assess a wide range of students
- Identified plans and resources required to meet project goals and objectives and managed projects from procurement to commission.
Education
Bachelor of Science - Applied Mathematics, Minor in Statistics
North Carolina State University
Raleigh12.2021
Skills
- Advanced Excel Skills
- Experience with R, SQL and SAS
- Verbal and written communication
- Leadership
- Flexible and Adaptable
- Strong analytical interest
- Leadership
Timeline
Financial Counselor I
Principal Financial Group
03.2022 - Current
Assistant Director
Mathnasium
03.2019 - 12.2021
Bachelor of Science - Applied Mathematics, Minor in Statistics
North Carolina State University