Kody Haglund
Charlotte,NC
Summary
Enthusiastic financial services professional highly effective at working with clients of all levels and backgrounds. Exceptional knowledge in investment management, data analysis, and financial planning.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Junior Financial Consultant
Tristate Financial Advisors
07.2023 - Current
- Collaborated with managers to prospect and set client meetings
- Educated clients on various financial matters including investments, taxes, and retirement strategies
- Used YCharts and Excel to build and model client portfolios
Mover
Going Moving Company
06.2022 - 08.2022
- Loaded, drove, and unloaded trucks on interstate jobs
- Worked with both residential and contract clients
- Adhered to safety protocols
Summer Practicum Student
Valley Forge Financial Group
06.2021 - 07.2021
- Attended weekly workshops hosted by management
- Completed weekly assignments and gave presentations
- Topics included: Asset management, financial planning, insurance, and private equity
Education
Bachelor of Science - Finance: Investment Management
Virginia Tech
Blacksburg, VA05.2023
Skills
- Excel
- Python
- Investment Analysis
- Risk Assessment
- Financial Services
Certification
SIE - Securities Industry Essentials Exam
Series 65
North Carolina Life Insurance Agent
Timeline
Junior Financial Consultant
Tristate Financial Advisors
07.2023 - Current
Mover
Going Moving Company
06.2022 - 08.2022
Summer Practicum Student
Valley Forge Financial Group
06.2021 - 07.2021
Bachelor of Science - Finance: Investment Management
Virginia Tech
SIE - Securities Industry Essentials Exam
Series 65
North Carolina Life Insurance Agent
Similar Profiles
Jonathan GreenJonathan Green
Insurance Customer Service Representative at Tristate Financial NetworkInsurance Customer Service Representative at Tristate Financial Network
Nico Delucia GarganoNico Delucia Gargano
Office Manager at Empire Financial Advisors, LPL FinancialOffice Manager at Empire Financial Advisors, LPL Financial
Carlos OliverosCarlos Oliveros
Senior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial AdvisorsSenior Marketing Director (Self Employed) at World Financial Group / Transamerica Financial Advisors