Hunter Grigg
Freeland,MI
Summary
Versatile Planning Analyst with exceptional success at leading both businesses and individuals into unprecedented financial growth. Expands and allocates business assets for maximum profit and meets needs of individuals via expert insights into current and future performance of stocks and bonds. Researches tirelessly using latest technology and decisively guides clients in financially sound directions.
Overview
4
4
years of professional experience
Work History
Financial Planning Analyst
Hantz Group
09.2022 - 05.2023
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
- Prepared financial reports by collecting, formatting, analyzing and explaining information.
Member Services Associate
Freeland Sportszone
12.2020 - 05.2022
- Assisted members with correcting account, service, and system issues by educating on required forms and technical processes.
- Recommended specific products and services in alignment with individual needs, requirements and specifications.
- Generated account activity reports to identify upgrade and sales opportunities.
Marketing Intern
Blue Thumb INC
09.2019 - 11.2020
- Assisted in creating written, video and image content for marketing channels.
- Scheduled social media postings to advertise products and generate site traffic.
- Participated in brainstorming meetings to develop marketing collateral.
- Researched competitor trends and interpreted findings, reporting conclusions to supervisor.
Education
Bachelor of Science - Finance
Saginaw Valley State University
Bay City, MI05.2023
Skills
- Complex Problem-Solving
- Active Listening
- Project Development
- Stakeholder and Investor Relations
- Sales Team Collaboration
Hobbies
Hobbies: Golf, Running, Exploring the outdoors, Swimming, Surfing.
Timeline
Financial Planning Analyst
Hantz Group
09.2022 - 05.2023
Member Services Associate
Freeland Sportszone
12.2020 - 05.2022
Marketing Intern
Blue Thumb INC
09.2019 - 11.2020
Bachelor of Science - Finance
Saginaw Valley State University
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