Summary
Overview
Work History
Education
Skills
Timeline
Additional Information
Generic

Kaitlin Cousino

Allendale

Summary

Dedicated associate, team manager, and intern with 4 years of strong leadership, training, customer service, and communication skills intending to utilize these strengths for a wealth management firm.

Overview

4
4
years of professional experience

Work History

Admin/Social Media Marketing

West Michigan Exit Planning Association
06.2025 - Current
  • Devised effective marketing, sales, and other promotional initiatives.
  • Collaborated with other departments to develop integrated branding and public relations strategies.
  • Engaged with high-level professionals from a variety of different careers.
  • Managed the organization's social media presence.

Team Manager

Panera Bread
01.2022 - Current
  • Trained new team members.
  • Opened and closed the restaurant.
  • Executed safe counting & cash deposits.
  • Ensured compliance with labor laws.

Financial Advisor Intern

Legacy Capital Planners, LLC
05.2024 - 08.2024
  • Utilized AssetMark, Redtail, and Cambridge Investment Research to edit, organize, and update client's profiles and audit accounts.
  • Filed, copied, and distributed mail were among the clerical tasks I completed.
  • Assisted the supervisor in project monitoring.
  • Greeted incoming office visitors, answered questions, and directed individuals to desired locations to improve team efficiency.


Cashier/Food Prep

Post Family Farm
08.2021 - 11.2021
  • Took orders by listening to customers and recording menu selections, substitutions, and add-ons.
  • Ran grills and fryers to create delectable, appealing food items, such as donuts.
  • Assisted customers with any issues they may have come across.
  • Kept the food preparation zones clean, sanitized, and well-organized to increase store efficiency.

Education

Bachelors Degree Expected - Finance/Marketing

Grand Valley State University
Allendale, MI

Skills

  • Cash drawer balancing
  • Excellent verbal communication
  • Money management
  • Customer service
  • Staff training
  • Creative problem solving
  • Time management skills
  • Business Development

Timeline

Admin/Social Media Marketing

West Michigan Exit Planning Association
06.2025 - Current

Financial Advisor Intern

Legacy Capital Planners, LLC
05.2024 - 08.2024

Team Manager

Panera Bread
01.2022 - Current

Cashier/Food Prep

Post Family Farm
08.2021 - 11.2021

Bachelors Degree Expected - Finance/Marketing

Grand Valley State University

Additional Information

  • I completed Amplified Planning's 8-week externship program and earned 500 CFP experience hours.
  • I participated in the Seidman Mentorship Program during the 2024-2025 school year.
  • I was a part of GVSU's Campus Ministry Media and Marketing team.
  • https ://www.linkedin.com/in/kaitlin-cousino-ab88262b0/

Similar Profiles

CREATE PROFILE