Kathryn Koker
Milwaukee,WI
Summary
Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
2
2
years of professional experience
Work History
Financial Advisor Assistant
Richmond Financial Services
06.2023 - Current
- Facilitated new client onboarding process and investment account setup.
- Provided specialized financial planning support for clients with diverse portfolios and individual needs.
- Monitored and updated financial plans to comply with client goals.
Athletics Advancement and Fundraising Intern
Marquette University Athletics
03.2023 - 07.2023
- Offered excellent customer service to donors and sponsors to enhance relationships and increase funding.
- Developed impactful fundraising strategies to maximize donations and meet fundraising goals.
- Planned and implemented fundraising events.
- Collaborated with other departments to achieve integration of fundraising efforts.
Part-time Educator
Lululemon
08.2021 - 02.2023
- Maintained tidy and organized store environment to comply with cleanliness standards.
- Greeted customers, helped locate merchandise, and suggested suitable options.
- Stocked merchandise, clearly labeling items, and arranging according to size or color.
- Used POS system to process sales, returns, online orders, and gift card activations.
Summer Finance Intern
Filtration Group
05.2021 - 08.2021
- Maintained accurate, up-to-date financial spreadsheets and databases fore reliable reference.
- Analyzed financial trends and provided detailed financial reports to management.
- Identified potential cost savings through focused financial analysis.
Education
MBA -
Marquette University
Milwaukee, WI12.2023
Bachelor of Science - Finance
University of Minnesota - Twin Cities
Minneapolis, MN05.2022
Skills
- Reporting
- Asset Consolidation
- Business Operations and Forecasting
- Financial Document Review
- Strong Communication and Interpersonal Skills
- Brand Awareness Generation
Timeline
Financial Advisor Assistant
Richmond Financial Services
06.2023 - Current
Athletics Advancement and Fundraising Intern
Marquette University Athletics
03.2023 - 07.2023
Part-time Educator
Lululemon
08.2021 - 02.2023
Summer Finance Intern
Filtration Group
05.2021 - 08.2021
MBA -
Marquette University
Bachelor of Science - Finance
University of Minnesota - Twin Cities
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