Jeffrey G Kidd
Richmond,VA
Summary
Recent college graduate with 5+ years of work experience in various fields
Offering positive attitude and strong commitment to learning and excelling in investment operations. Brings ability to quickly grasp investment management principles and utilize financial software effectively. Ready to use and develop analytical thinking and financial skills in [Desired Position] role.
Overview
3
3
years of professional experience
Work History
Investment Operations Associate
The Potomac Group of Northwestern Mutual
05.2025 - Current
- - Processed 50+ email requests daily with high accuracy and efficiency to maintain client investment accounts
- - Completed detailed account modifications such as owner/beneficiary changes, revising contact information, and adjusting risk tolerance
- - Created and analyzed cash balance reports to search for accounts with misaligned cash percentages relative to their specific investment objectives
- - Processed ACH transactions, incoming transfers, mutual fund trades, and established recurring monetary transactions via ACH and/or journals between investment accounts
- - Deposited 10+ checks daily adhering to office standards and rules
Accountant -> Supervisor/Team Lead
Anchor Accounting Services
05.2024 - 08.2024
- - Supervised team members and assisted in carrying out daily tasks to progress ongoing project
- - Assisted accounting manager with creating reports and spreadsheets to track ongoing project data
- - Develop procedures for new roles within the team and train new hires
- - Created/reviewed 1,000+ formal IRS protests in attempt to overrule the client’s initial claim denial
Tire Sales/Installation
BJs Wholesale Club
07.2023 - 05.2024
- - Installed tires, TPMS sensors, and repaired flat tires
- - Handled all customer interactions involving sales, problem resolution, and recommendations in person and over the phone
Education
B.S. - Accounting and Data Analysis
Liberty University
08-2025
Associate’s degree - Accounting
Reynolds Community College
05-2022
Skills
- Thoroughness in task execution
- On-time execution
- Skilled in utilizing Microsoft 365 tools effectively
- Clear and concise communication
- Training and development expertise
- Customer service and sales support
- Detail-oriented data management
- - Check handling
- Effective telephone interaction
- Keyboard proficiency
- Quantitative analysis
Timeline
Investment Operations Associate
The Potomac Group of Northwestern Mutual
05.2025 - Current
Accountant -> Supervisor/Team Lead
Anchor Accounting Services
05.2024 - 08.2024
Tire Sales/Installation
BJs Wholesale Club
07.2023 - 05.2024
Associate’s degree - Accounting
Reynolds Community College
B.S. - Accounting and Data Analysis
Liberty University