Katie Rudinas
Bedford,VA
Summary
Motivated individual with experience advising clients on investment strategies, retirement planning and financial planning. Strong background in understanding financial markets, financial products and risk management. Proven track record in helping clients meet financial goals through sound advice and effective portfolio management. Hardworking and passionate job seeker with strong organizational skills eager to secure entry-level position. Ready to help team achieve company goals. Detail-oriented team player with strong organizational skills. Ability to handle multiple projects simultaneously with a high degree of accuracy.
Overview
11
11
years of professional experience
Work History
Special Education Paraprofessional
Bedford County Public Schools
03.2022 - 04.2023
- Delivered personalized educational, behavioral, and emotional support to individual students to enable positive learning outcomes.
- Offered student support through special accommodations, extra assistance, and assessments.
- Interacted physically and verbally with students throughout each day.
- Maintained positive attitude and affirmatively communicated with each student.
Financial Specialist
Pinnacle Financial Partners
02.2017 - 11.2020
- Executed financial assurance audits and implemented new control points and metrics to support business changes.
- Furnished requested financial data and reports to auditors, regulators and investors and prepared analysis to support risk management.
- Performed data validation, produced financial reporting and managed projects and related tasks to reduce costs and increase revenue.
- Analyzed client capital structures and plans to determine financial viability and productivity of intended investments.
- Assisted clients with budgeting and cash flow management.
Bank Teller Supervisor
Atlantic Union Bank
10.2012 - 11.2016
- Counted cash drawers and made bank deposits.
- Assisted customers with setting up or closing accounts, completing loan applications, and signing up for new services.
- Maintained strong knowledge of bank products, services, procedures and regulatory requirements to assist staff members with questions and difficult or complex tasks.
- Completed highly accurate, high-volume money counts via both manual and machine-driven approaches.
Education
No Degree - Accounting, General Studies
Western Connecticut State University
Danbury, CTHigh School Diploma -
Liberty High School
Bedford, VA06.2010
Skills
- Activity Oversight
- Quality Processes
- Social and Group Settings
- Loyalty Building
- Order Supplies
- Financial Management
- Maintaining Clean Work Areas
Timeline
Special Education Paraprofessional
Bedford County Public Schools
03.2022 - 04.2023
Financial Specialist
Pinnacle Financial Partners
02.2017 - 11.2020
Bank Teller Supervisor
Atlantic Union Bank
10.2012 - 11.2016
No Degree - Accounting, General Studies
Western Connecticut State University
High School Diploma -
Liberty High School
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