Summary
Overview
Work History
Education
Skills
Timeline
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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, WI
12.2023

Bachelor of Science - Finance

University of Minnesota - Twin Cities
Minneapolis, MN
05.2022

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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Kathryn Koker