Katelyn Richter
Springfield
Summary
Positive and detail-focused, excelling in analytical thinking and problem-solving. Possess foundational knowledge in financial principles and proficient in data analysis and Excel. Capable of driving meaningful insights and contributing to financial decision-making processes.
Overview
3
3
years of professional experience
Work History
Finance Intern
Summit Wealth Strategies
08.2025 - Current
- Assisted in preparing financial reports for incoming clients and new client folders before client meetings.
- Worked with financial systems, including EMoney, Orion, Wealthbox, and Zocks.
- Assisted in opening new accounts for clients, as well as updating information for current clients in financial systems.
- Handling any and all paperwork that I am given by the advisor, and making sure that it is sent to the right place.
Teller
Central Bank Of The Ozarks
03.2023 - 08.2025
- Achieved great accuracy in processing customer transactions, with little to no offages or errors each year.
- Assisted in increasing customer satisfaction through efficient service delivery.
- Actively listened to and engaged with customers to identify their financial priorities, successfully recommending tailored products and solutions.
- Proactively volunteered additional hours to assist with operational tasks, enhancing overall bank efficiency.
- Processed customer transactions accurately and efficiently, ensuring compliance with banking regulations.
Education
Bachelor of Science - Finance, Financial Planning
Missouri State University
Springfield, MO12.2026
Skills
- Great Organization
- Customer Service
- Fast Learner
- Attention to detail
- Project management
- Team collaboration
- Effective multitasking
- Cash flow management
- Money handling
- Good Communication
Accomplishments
- Elected President of the Financial Planning Association at Missouri State University.
- Serving as a Student Liaison for the CFP Board representing Missouri State University.
- Involved in Bear Essentials, an event that involves a CFP professional and student planners who give advice to students at Missouri State University.
- Volunteer coach for a middle school volleyball team at a local school.
Timeline
Finance Intern
Summit Wealth Strategies
08.2025 - Current
Teller
Central Bank Of The Ozarks
03.2023 - 08.2025
Bachelor of Science - Finance, Financial Planning
Missouri State University