Kai Duda
Fountain Hills,AZ
Summary
Dedicated job seeker with proven organizational skills and a strong commitment to achieving financial objectives. Demonstrated ability to support teams in reaching company goals through effective collaboration and attention to detail.
Overview
6
6
years of professional experience
3
3
Certifications
Work History
Junior Financial Assistant
Jumet Financial
Scottsdale, AZ
05.2025 - Current
- Acted as a primary point of contact for follow-up tasks, coordinating between Lead Advisors, service groups, and clients to ensure timely execution of requests.
- Facilitated client and prospect meetings, preparing customized presentations and illustrations for retirement, estate, and business succession planning.
- Assisted in conducting annual reviews, updating client profiles for risk tolerance and investment objectives, and addressing service-related inquiries.
- Monitored and executed account rebalances and performed periodic investment performance reviews to ensure alignment with client goals.
- Observed and supported the periodic review of model and security performance to ensure the ongoing appropriateness of investment recommendations.
- Actively participated in firm-led community service initiatives to support local outreach and brand values.
Valet Attendant
Classic Valet
Akron , OH
10.2022 - 05.2025
- Manage parking logistics, ensuring seamless traffic flow and superior guest service.
Business Intern
Stark County Minority Business Association
Canton, OH
02.2023 - 05.2023
- Analyzed minority business data, generating reports that aided local enterprises' growth.
- Developed a membership database, enhancing tracking for minority business owners.
- Contributed to strategic insights, supporting SCMBA members with detailed statistical analysis.
Server
Fountain View Village
Fountain Hills, AZ
10.2019 - 08.2020
- Delivered exceptional dining service to senior residents, enhancing their quality of life through attentive care and personalized interactions.
Education
MBA - Data Analytics
Malone University
Canton, OH05.2025
Bachelor of Science - Finance, Business Administration, Computer Science
Malone University
Canton, OH05.2024
Skills
- Technologically proficient
- Financial literacy
- Critical Thinker
- Analytical Skills
- Teamwork
- Motivator
Certification
Securities Industry Essentials (SIE), FINRA, Issued 01/2025
Activities
Malone University Baseball, Pitcher, August 2020 - May 2025
Malone Student Managed Investment Club, President , August 2024 - May 2025
- Led the Malone University Student Managed Investment Club in portfolio presentations
- Managed and analyzed market trends to inform investment decisions.
- Delivered presentations on stock picks and conducted thorough evaluations.
- Developed investment strategies and recommended equity purchases.
Awards
- Dean's List, A member of the Malone University Dean's list from 2021 - 2025
- All-Academic Athlete, Recognized as a member of the Great Midwest Athletic Conference All-Academic Team from 2021 - 2025
- Outstanding Computer Science Student of The Year 2024 (Malone University)
- Outstanding MBA Student of The Year 2025 (Malone University)
Timeline
Junior Financial Assistant
Jumet Financial
05.2025 - Current
Business Intern
Stark County Minority Business Association
02.2023 - 05.2023
Valet Attendant
Classic Valet
10.2022 - 05.2025
Server
Fountain View Village
10.2019 - 08.2020
MBA - Data Analytics
Malone University
Bachelor of Science - Finance, Business Administration, Computer Science
Malone University