Kian Knutson
Tampa,FL
Overview
3
3
years of professional experience
Work History
Branch Intern Associate
Raymond James, Waters Wealth Management
Tampa, FL
10.2022 - Current
- I worked with multiple advisors at our branch office, within 2 different wealth management teams, to help facilitate all client transactions within many different account types
- Assisted the advisors in evaluating client portfolios, running portfolio analysis, and preparing new allocation changes for client portfolios based on suitability including investments such as equities, bonds, insurance products, and alternatives
- Built strong relationships with our 300+ new and existing clientele by providing exceptional day-to-day account service and creating a personable relationship that fostered trust between the advisor, client, and broker
- Ran point on all retirement plans, including SIMPLE IRAs, 401ks, Profit Sharing Plans, etc. for our corporate clientele that involved the opening of new retirement plans, transferring of assets between plans, and continuing to service the needs of participants within the plan throughout the year
Assistant Manager
The Prep of South Tampa
Tampa, FL
08.2022 - Current
- Smoothly managed the day-to-day facility operations, coordinated facilities and vendor scheduling, provided administrative support via RecDesk (CRM system), POS transactions including cash, credit, and checks
- Facilitated 20+ calls per day with members, vendors, and potential members, managed facility memberships and refunds, autopay payments along with overdue balances
- Greeted and interacted with 100+ customers and staff per day, and directed clientele and staff to solve any problem they may have had in a friendly and helpful manner
- Overhauled the staff training program for onboarding new staff members by updating requirements and expectations for our staff, which led to increased client satisfaction and decreased time spent fixing operational errors
Intern Equity Analyst
HPL Wealth Management
Orlando, FL
08.2021 - 03.2022
- Assisted in portfolio management and financial analysis on equity investments for client portfolios including the creation of Discounted Cash Flow Models for potential equity investments
- Helped the advisor prepare portfolio allocation changes for client portfolios and continued to evaluate and update client portfolios throughout the year for the advisor to be able to measure portfolio performance
- Collaborated with the Financial Advisor on macro economic factors relevant to the equity and capital markets, and the effects these factors would have on current client portfolios and the investment outlook going forward
Education
Bachelor of Science - Accounting
The University of Tampa
Tampa, FL05.2024
Bachelor of Science - Finance
The University of Tampa
Tampa, FL12.2023
Skills
- Teamwork and Collaboration
- Complex Problem-Solving
- Client Relationships
- Competitiveness
- Fast Learner
- Data Evaluation and Analysis
- Dependable and Reliable
- Microsoft Office Suite - Including Word, PowerPoint, and Financial Modeling in Excel
Affiliations
- Investment Banking Society - University of Tampa
- University of Tampa Baseball Player 2021 and 2022 baseball season
- 2021 and 2022 All Academic Athletic Team
- University of Tampa Independent Student Tutor: Business Calculus, Micro/Macro Economics, Financial Accounting
- University of Tampa 2021, 2022, 2023 Dean's List
Timeline
Branch Intern Associate
Raymond James, Waters Wealth Management
10.2022 - Current
Assistant Manager
The Prep of South Tampa
08.2022 - Current
Intern Equity Analyst
HPL Wealth Management
08.2021 - 03.2022
Bachelor of Science - Accounting
The University of Tampa
Bachelor of Science - Finance
The University of Tampa
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