Summary
Overview
Work History
Education
Skills
Accomplishments
Languages
Timeline
DECA
Model United Nations
Previous Part-Time Jobs
Generic

Koshis Gurung

King of Prussia,PA

Summary

Offering analytical and problem-solving skills, with solid understanding of financial markets and investment principles, eager to learn and develop in this environment. Brings the ability to quickly grasp complex financial concepts and apply them effectively, coupled with proficiency in data analysis and financial planning tools. Ready to use and develop skills in financial analysis and client advisory. Personable and dedicated with strong aptitude for financial analysis and client relations. Well-versed in market trends and investment strategies, combined with proficiency in data analysis and financial planning software. Committed to delivering tailored financial solutions that enhance clients' financial well-being.

Overview

1
1
year of professional experience

Work History

Financial Advisor for Start-up Company

Suarez Creative Co.
07.2025 - Current
  • Company Overview: Suarez Creative Co. helps small businesses with Social media marketing & management, Website design & development, Search engine optimization (SEO), and companies we have worked with are A Precise Touch Construction, one of the fastest-growing in the Lewes Beach area BAAM All Exteriors LLC, one of the most successful in the Delmarva region. Website constructed (www.baamallinteriors.com), Coastal Seasons LLC, a new landscaping company backed by highly respected ownership in the Delaware area.
  • Worked with founder Byron Suarez on his start-up company Suarez Creative Co.
  • My Role:
  • - used an Excel sheet to manage payments and handle personal information and data of the small businesses, advised founders on strategic financial planning and pricing for services, and managed the payment of companies using the services.

Shadowing Financial Advisor

Prudential Financial
04.2025 - 04.2025
  • Shadowed Cameron Michalak, Financial Planner
  • - Participated in client conference calls and assisted in documenting key discussion points and action items. Supported client needs assessment by helping identify appropriate financial services, including retirement planning, insurance options, and investment strategies and gained exposure to core financial planning concepts such as USAA benefits, IRAs, Social Security Disability, and life insurance policies.

Leadership Committee Member

GBC Finance Club
08.2024 - Current
  • - Collaborated with the team to organize alumni networking events, featuring guest speakers who shared their experiences breaking into the finance industry
  • - Promoted professional development by introducing members to career-building resources, including the JPMorgan Virtual Experience job simulation
  • - Guiding members in the future case competitions.

Education

Bachelor's - Finance

Goldey-Beacom College
Wilmington, DE
08.2024

Highschool Diploma -

Upper Merion High School
King Of Prussia, PA
06.2024

Skills

  • Speak and read English and Nepali
  • Creating an investment portfolio
  • Knowledgeable in Canva and social media platforms
  • Proficient in Excel
  • Sales
  • Customer service

Accomplishments

  • Resolved product issue through consumer testing.

Languages

English
Native or Bilingual
Nepali
Native or Bilingual

Timeline

Financial Advisor for Start-up Company

Suarez Creative Co.
07.2025 - Current

Shadowing Financial Advisor

Prudential Financial
04.2025 - 04.2025

Leadership Committee Member

GBC Finance Club
08.2024 - Current

Bachelor's - Finance

Goldey-Beacom College

Highschool Diploma -

Upper Merion High School

DECA

  • August 2023 – June 2024
  • Placed in DECA districts at Temple University against many other schools, Qualifying for States
  • Competed in DECA States in my first ever year doing DECA in the subject of sports and entertainment marketing in a solo event against many schools and their top competitors
  • Competed in sports and entertainment marketing and built strong communication skills alongside having presentation skills

Model United Nations

  • August 2023 – June 2024
  • Delegate
  • Worked as a delegate for Ukraine, discussing international policies and debates over the conflicts on going against Russia. Involved in public speaking, Public relations, and Working amongst peers.

Previous Part-Time Jobs

  • Subway - Worked at the register and learned how to communicate with customers, handle customer situations
  • PACSUN - Worked as a retail sales associate, honing my skills in communication
  • Tou Les Jours (Cafe) - Worked as a barista and worked in sales alongside the manager, dealing with profit and loss margins and gaining experience in running a business