Kayden Garrett
Quincy,IL
Summary
Accomplished Financial Advisor at Lotus Lab LLC, adept in analytical thinking and financial advising. Leveraged expertise in Excel and Tableau to develop comprehensive plans, achieving client goals with precision. Proven track record in fast-paced environments, demonstrating exceptional attention to detail and a strong sense of personal responsibility. Enhanced operational efficiency and client satisfaction, embodying a blend of hard and soft skills.
Equipped with strong problem-solving abilities, willingness to learn, and excellent communication skills. Poised to contribute to team success and achieve positive results. Ready to tackle new challenges and advance organizational objectives with dedication and enthusiasm.
Overview
4
4
years of professional experience
Work History
Financial Advisor
Lotus Lab LLC
01.2024 - Current
- Educated client on financial topics and best practices.
- Developed comprehensive financial plans for client to achieve short-term and long-term goals.
- Maintained open lines of communication with client, providing updates and addressing concerns promptly to ensure their peace of mind during the financial planning process.
Dock Worker
Fedex Freight
02.2023 - Current
- Drove forklifts, pallet jacks and other equipment to move materials.
- Expedited shipment processing by accurately documenting cargo details, including weight, dimensions, and potential hazards.
- Reduced risks of damage to cargo through careful handling and adherence to best practices in packaging and palletizing.
- Increased efficiency in loading and unloading cargo by utilizing proper equipment and techniques.
Sergeant
Illinois National Guard
03.2021 - Current
- Self-motivated, with a strong sense of personal responsibility.
- Worked effectively in fast-paced environments.
- Skilled at working independently and collaboratively in a team environment.
- Proven ability to learn quickly and adapt to new situations.
Education
Bachelor of Science - Business Analytics
Quincy University
Quincy, IL05-2025
Skills
- Analytical thinking
- Attention to detail
- Financial advising
- Excel
- Tableau
Timeline
Financial Advisor
Lotus Lab LLC
01.2024 - Current
Dock Worker
Fedex Freight
02.2023 - Current
Sergeant
Illinois National Guard
03.2021 - Current
Bachelor of Science - Business Analytics
Quincy University
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