Summary
Overview
Work History
Education
Skills
Timeline
Generic

Joseph Whaley

Olive Branch

Summary

Finance and fitness professional looking to further my career, as well as gain valuable experience, where strong work ethic, leadership skills, and relevant coursework may be applied.

Overview

11
11
years of professional experience

Work History

Master Personal Trainer

LA Fitness
02.2025 - Current
  • Design and implement customized workout plans for clients of diverse fitness levels and goals
  • Help clients achieve their fitness aspirations safely and effectively while providing exceptional customer service
  • Design Fitness Programs: Develop individualized workout plans tailored to meet each clients' specific needs and objectives
  • Provide Instruction: Demonstrate proper exercise techniques, ensuring clients perform exercises correctly to avoid injury and maximize effectiveness
  • Monitor Progress: Track and document clients' progress, adjusting fitness programs as necessary to ensure continuous improvement
  • Offer Nutritional Guidance: Provide basic dietary advice to complement clients' fitness plans, helping them achieve a holistic approach to health and wellness
  • Motivation and Support: Encourage and motivate clients to push their limits safely, providing positive reinforcement and support throughout their fitness journey

Portfolio Reviewer/Performance Analyst

Raymond James Financial, Inc.
12.2013 - Current
  • Create consolidated comprehensive reports and statements for large institutional clients and selective high net worth relationships
  • Process and reconcile data, including transactions, pricing, and other related information
  • Utilize internal and external sources to determine appropriate comparisons such as benchmarks and universes
  • Communicate performance analysis to financial advisors
  • Identify, research, and resolve system data integrity issues or anomalies
  • Assisted in trade processing and comparisons, account balancing and maintenance of company trade records and databases
  • Balanced daily trades with Exchanges and/or trading personnel to discover and report execution discrepancies
  • Communicated with other trading firms to resolve trading discrepancies
  • Performed necessary corrective action following company guidelines
  • Enforced collection procedures, policies, regulations, and monitored activity in accounts
  • Analyzed margin and cash accounts for high-risk situations and credit approval
  • Monitored reports related to account issues and maintained accurate record keeping to meet Exchange and Firm requirements
  • Reviewed, updated, maintained, and serviced accounts

Front Desk Associate

Esporta Fitness
03.2024 - 06.2024
  • Provided excellent customer service to club members as the “face of the club” while demonstrating strong leadership and team working skills
  • Renewed and collect past due membership fees
  • Provided administrative support and maintained accurate records and files by performing data entry tasks
  • Performed closing and maintenance tasks (such as bathroom and gym floor/equipment and pool/jacuzzi maintenance) while ensuring all guests have exited the facilities at closing

Education

MBA - Business Administration And Management, General

University of Mississippi
University, MS
05-2027

BBA - Finance

University of Memphis
Memphis, TN
12-2011

Skills

    ISSA Certified Personal Trainer

    CPR/AED Certified

    Accredited Investment Fiduciary®

    Proficient in Microsoft Word, Access, PowerPoint; Certified Specialist in Office Excel 2007

Timeline

Master Personal Trainer

LA Fitness
02.2025 - Current

Front Desk Associate

Esporta Fitness
03.2024 - 06.2024

Portfolio Reviewer/Performance Analyst

Raymond James Financial, Inc.
12.2013 - Current

MBA - Business Administration And Management, General

University of Mississippi

BBA - Finance

University of Memphis

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Joseph Whaley