Joseph Soja
Fort Collins,CO
Summary
Dynamic Financial Advisor with a proven track record at Knights of Columbus Asset Advisors, recognized for analytical expertise and strategic recommendations that drive client success. Adept at leading teams and delivering impactful presentations, I excel in problem-solving and fostering client relationships, achieving the Million Dollar Round Table award for three consecutive years.
Overview
11
11
years of professional experience
Work History
Financial Advisor
Knights of Columbus Asset Advisors
Fort Collins, CO
12.2017 - Current
- Analyzed financial data to identify trends, patterns and strategies.
- Generated financial reports to garner forecasting, trending and narrative results analysis for management.
- Analyzed complex financial information to offer recommendations to clients, driving decision-making.
- Utilized statistical, economic and financial principles and techniques to prepare reports and other requests.
- Attained the Million Dollar Round Table award for three consecutive years.
Package Delivery Driver
The Feet
Fort Collins, CO
08.2016 - 04.2018
- Delivered rush merchandise on tight schedules to meet customer targets.
- Created regular reports on packaging activities and posted in ERP system.
TiVo Sales Representative
Qualfon Fort Collins
Fort Collins, CO
06.2014 - 08.2016
- Assisted customers with various types of sales questions via email, live chat and telephone.
Education
Master of Science - Finance
Knights of Columbus
Fort Collins, CO12.2023
Certification - Securities
Series 65 Certification
Online12-2023
Life Insurance Producer Certification -
Kaplan Financial
Online11.2017
Bachelor of Arts - Business Administration
Ashford University
San Diego, CA02.2015
Skills
- Extensive experience in helping others overcome challenges
- Assessed, led, planned, organized, developed and implemented effective presentations designed to educate clients on risk mitigation
- Responsible for the oversight and management of teams
- Highly practical in abiding the principles of honesty, open mindedness, and willingness
- Helped clients recognize problems and assisted them in coming up with solutions
Community Involvement
Faithful Navigator for the Knights of Columbus (2015-Present)
- Served as a technical lead for and manager of big and small projects
- Scheduled and conducted monthly meetings for fundraising planning and development.
- Grew participation within events and meetings by 100%.
Timeline
Financial Advisor
Knights of Columbus Asset Advisors
12.2017 - Current
Package Delivery Driver
The Feet
08.2016 - 04.2018
TiVo Sales Representative
Qualfon Fort Collins
06.2014 - 08.2016
Master of Science - Finance
Knights of Columbus
Life Insurance Producer Certification -
Kaplan Financial
Bachelor of Arts - Business Administration
Ashford University
Certification - Securities
Series 65 Certification
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