Hunter Freese
Edmond,OK
Summary
Disciplined Finance professional pursuing opportunity to further add to hands-on sales services and analytical experience. Believes in setting and working to exceed goals which was developed through the experience of being a student athlete. Backed with a great drive for success as well as a hardworking attitude eager to listen, learn, and be an asset in anyway possible for an employer.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Team Lead, Financial Analyst II
Integris Health Inc
07.2023 - Current
- Named team lead over ICP Finance team in November of 2023 making me second in command behind manager of finance.
- Attended monthly financial review meetings with leadership including manager of finance, director of finance, and Vice President of ICP to discuss financial and statistical analysis that I’ve created.
- -Created comprehensive summary reports monthly including visual aids to present data and highlight successful and unsuccessful areas. While providing insights for ICP/ACC departments during meetings with Vice President of ICP.
- Monitored and executed all payments and expenditures for ICP caregivers, most importantly, supplemental pay.
- Developed multiple new excel reports to discover financial trends and to help analyze ICP/ACC financials and statistics as a whole.
- -Updated cash positions up to $1 billion through analysis, investigation, and reporting on key movements and trends compared to run rate, prior year, and prior year to date.
Assistant High School Football Coach
Deer Creek High School
08.2021 - 11.2022
- Co-lead of Quarterback position group.
- Instilled discipline and principles of good sportsmanship in players.
- Evaluated & Graded Quarterbacks performance after games to help benefit future performance.
- Evaluated tapes of upcoming opponents to help develop game plans and adjustments to maximize on field results.
- State runner up in 2021
Financial Representative Intern
Northwestern Mutual
08.2020 - 01.2022
- Learned and preformed valuable sales techniques in regards to phoning, prospecting, and closing.
- Worked with peers to develop financial planning strategies and solutions through evaluation of finances and Insurance.
- Developed financial planning strategies and solutions through evaluations of finances and insurance.
- Developed and maintained strong knowledge of multiple products and varying levels of benefits within each product.
- Discussed financial and insurance options with potential clients and provided informed suggestions.
- Identified customer financial service needs to prepare proposals and sell services.
- Met with prospects to determine financial objectives and review assets, liabilities, cash flow and other financial information.
- Reviewed and went over multiple investment options with potential clients based off clients’ needs and their risk tolerance.
Education
BBA - Finance
University of Central Oklahoma
Edmond, OK08.2022
First Two Years of College - Business
University of Kansas
Lawrence, KSSkills
- Practice Planning and Management
- Risk management
- Customer relationship building
- Client servicing
- Selling techniques
- Competitive
- Relationship Building
- Prospecting
- Competitive Differentiation
Certification
- First Aid/CPR Certified
- Oklahoma Life, Accident & Health or Sickness License
- Long Term Care Insurance License
References
Wade Standley
Head Football Coach
Deer Creek High School
(405) 760-8051
wadestandley@dcsok.org
Cody Kenny
Financial Advisor
Northwestern Mutual
(580) 216-1735
cody.kenny@nm.com
Timeline
Team Lead, Financial Analyst II
Integris Health Inc
07.2023 - Current
Assistant High School Football Coach
Deer Creek High School
08.2021 - 11.2022
Financial Representative Intern
Northwestern Mutual
08.2020 - 01.2022
BBA - Finance
University of Central Oklahoma
First Two Years of College - Business
University of Kansas
- First Aid/CPR Certified
- Oklahoma Life, Accident & Health or Sickness License
- Long Term Care Insurance License
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