Kinte Collins: Referral Of Gavin Soto
Wauwatosa,WI
Summary
Experienced finance professional with a passion for data-driven decision-making and a strong academic background seeks a challenging financial analyst role at FIS. Adept at using quantitative skills and industry knowledge to provide accurate financial analysis and strategic recommendations.
Overview
6
6
years of professional experience
Work History
Financial Analyst
DB Tax & Wealth
12.2021 - 05.2022
- Assisted in the preparation and analysis of financial statements, including income statements, balance sheets, and cash flow statements
- Conducted extensive data analysis to identify trends, risks, and opportunities in the market
- Assisted senior analysts in preparing investment proposals and conducting due diligence on potential acquisitions
- Developed financial models and forecasting tools to project future financial performance
- Collaborated with cross-functional teams to support strategic decision-making processes
Financial Advisor
Northwestern Mutual
06.2020 - 11.2021
- Interviewed clients to determine income, expenses, financial objectives and risk tolerance in order to develop successful financial plans.
- Advised customers on advantages and disadvantages of different product decisions in alignment with individual needs.
- Developed and deepened relationships with new and existing clients to advance progress and improve business.
- Consulted with clients to assess and meet short- and long-term financial goal.
Senior Account Executive
FedEx Services
11.2016 - 06.2020
- Developed strategies for increasing sales volume through existing clients as well as new ones.
- Ensured compliance with relevant regulations throughout all aspects of operations.
- Listened to customer needs to identify and recommend best products and services.
- Maintained up-to-date knowledge of industry trends and developments in order to better serve clients' needs.
Education
Bachelor of Arts - Business Management
Wisconsin Lutheran College
Wauwatosa, WI05-2012
Skills
- Attention to Details
- Excellent Verbal and Written Communication
- Financial Report Preparation and Review
- Budgeting and Financial Projections
- Risk Management
- Time Management and Prioritizing
Timeline
Financial Analyst
DB Tax & Wealth
12.2021 - 05.2022
Financial Advisor
Northwestern Mutual
06.2020 - 11.2021
Senior Account Executive
FedEx Services
11.2016 - 06.2020
Bachelor of Arts - Business Management
Wisconsin Lutheran College
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