Summary
Overview
Work History
Education
Skills
Certification
Timeline
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Joshua Govek

Chicago,IL

Summary

Dedicated and organized financial professional with astute relationship-building and problem-solving skills. Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Specialize in financial planning, risk management, and client portfolio optimization.

Overview

2
2
years of professional experience
1
1
Certification

Work History

Financial Advisor

Thrivent Financial
Chicago, IL
05.2024 - Current
  • Developed customized financial strategies for clients, aligning with their long-term goals and risk tolerance.
  • Provided advice on tax-advantaged investment opportunities.
  • Prepared and presented detailed financial reports and performance analytics to clients during review meetings.

Sales and Marketing Intern

Klear.ai
Cypress, CA
05.2023 - 08.2023
  • Led the research and implementation of the company's CRM system, optimizing team efficiency and customer management.
  • Collaborated with sales and marketing teams to develop strategies for customer outreach.
  • Conducted marketing research to develop growth strategies.

Education

Bachelor of Science - Personal Finance

University of Wisconsin, Madison
Madison, WI
05-2024

Skills

  • Investment advice
  • Resourceful networking
  • Business development
  • Financial software
  • Excel proficiency
  • CRM software proficiency

Certification

  • FINRA: Securities Industry Essentials
  • FINRA: Series 7
  • FINRA: Series 66

Timeline

Financial Advisor

Thrivent Financial
05.2024 - Current

Sales and Marketing Intern

Klear.ai
05.2023 - 08.2023

Bachelor of Science - Personal Finance

University of Wisconsin, Madison
Joshua Govek