Keillan Whaley
Royal Oak,MI
Summary
Dynamic financial professional excelling in relationship building and analytical thinking. Spearheaded a Duty Drawback program reclaiming over $1M, showcasing expertise in financial forecasting and client management. Skilled in Python, SQL, and R programming, adept at translating complex data into actionable insights. Offering analytical and problem-solving skills, with solid understanding of financial markets and investment principles, eager to learn and develop in this environment. Brings ability to quickly grasp complex financial concepts and apply them effectively, coupled with proficiency in data analysis and financial planning tools.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Financial Advisor
Equitable Advisors
07.2024 - Current
- Built strong relationships with clients, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Developed personal rapport with each client to maintain loyalty and establish relationships.
- Developed comprehensive financial plans for clients to achieve short-term and long-term goals.
Compliance Specialist
Buckland Customs Brokers
02.2023 - 06.2024
- Worked on the Continental Automotive Group account for all business areas in person at Continental AG.
- Assisted in the preparation of regular reports for senior management, detailing compliance activities and progress towards established goals.
- Served as a point of contact for employees seeking guidance on compliance matters, instilling confidence in the organization''s commitment to regulatory adherence.
- Developed and coded automated Duty Drawback program to reconcile tariffs. Reclaimed $1M+ through implementing this program.
Student Research Assistant
Michigan State University
01.2022 - 02.2023
- Enhanced research accuracy by diligently collecting and analyzing data from various sources.
- Developed strong analytical skills by utilizing Microsoft Excel to analyze large datasets for meaningful insights.
Campus Tour Guide
Michigan State University
05.2022 - 09.2022
- Tailored presentations to different audiences based on age group or academic interests while remaining consistent with overall messaging goals.
- Facilitated memorable experiences for diverse groups by tailoring presentations to cater to different age groups, cultural backgrounds, and language abilities.
Education
Bachelor of Arts - International Relations
Michigan State University
East Lansing, MI04-2024
Bachelor of Arts - Economics
Michigan State University
East Lansing, MI04-2024
Skills
- Investment advice
- Relationship building and management
- Sales expertise
- Analytical thinking
- Retirement planning
- Financial forecasting
- Asset allocation
- Python programming
- SQL
- Information gathering
- Effective communication
- MS word, excel, and outlook
Certification
- Series 66 License - North American Securities Administrators Association and FINRA.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Insurance Licenses, Life, Health, and Annuities – Michigan Department of Insurance.
Timeline
Financial Advisor
Equitable Advisors
07.2024 - Current
Compliance Specialist
Buckland Customs Brokers
02.2023 - 06.2024
Campus Tour Guide
Michigan State University
05.2022 - 09.2022
Student Research Assistant
Michigan State University
01.2022 - 02.2023
- Series 66 License - North American Securities Administrators Association and FINRA.
- Series 7 License - Financial Industry Regulatory Authority (FINRA).
- Insurance Licenses, Life, Health, and Annuities – Michigan Department of Insurance.
Bachelor of Arts - International Relations
Michigan State University
Bachelor of Arts - Economics
Michigan State University
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