Jordan VanValkenburg
Plymouth,MN
Summary
Motivated Finance major with a strong foundation in financial analysis, data management, and customer service. Experienced in fast-paced, client-facing roles with a proven ability to solve problems and communicate effectively. Demonstrates strong attention to detail and proficiency in Excel, with a growing interest in investment strategy and financial markets. Seeking to leverage academic knowledge and hands-on experience in a dynamic financial services role.
Overview
4
4
years of professional experience
Work History
Sales Associate
All Things Annuity
Plymouth, MN
05.2025 - 08.2025
- Built and maintained client relationships through proactive outreach and responsive service, addressing financial questions and concerns.
- Accurately inputting client information, sales data, and transaction records into our database to maintain up-to-date information
- Developed foundational knowledge of annuity product and financial planning concepts to better serve client needs.
- Assisted clients in understanding annuity products and services to meet their financial goals.
Dock Attendant
Wayzata Public Works
Wayzata, MN
05.2023 - 08.2024
- Managed dock operations, ensuring safe and efficient boat docking for the public.
- Coordinated with the public and local officials to ensure compliance with city regulations.
- Provided customer service to dock visitors and handled any issues or emergencies.
Team Member
Wayzata Bay Car Wash
Wayzata, MN
06.2021 - 09.2021
- Cleaned and detailed vehicles to maintain a high standard of customer satisfaction.
- Assisted in daily operations, ensuring timely service and efficient workflow.
- Provided excellent customer service by addressing any client concerns and maintaining a positive experience.
Education
Bachelor of Arts - Finance
St. John's University
Collegeville, MN05.2027
Some College (No Degree) - Finance
Study Abroad CEA
Rome, Italy12.2025
Skills
- Financial analysis
- Data management
- Excel proficiency
- Customer service
- Team collaboration
- Problem-solving
- Microsoft Office Suite
- Outbound communication
Timeline
Sales Associate
All Things Annuity
05.2025 - 08.2025
Dock Attendant
Wayzata Public Works
05.2023 - 08.2024
Team Member
Wayzata Bay Car Wash
06.2021 - 09.2021
Bachelor of Arts - Finance
St. John's University
Some College (No Degree) - Finance
Study Abroad CEA
Relevant Course Work
- Financial Modeling & Analysis
- Intermediate Accounting II
- Macroeconomics