Kyle Roberts
Avon,IN
Summary
Passionate student with experience at Wells Fargo Financial Network Advisors, excelling in financial analysis and investment research. Proven ability to enhance client satisfaction through exceptional customer service and data interpretation skills. Committed to achieving client investment goals while fostering collaborative team environments.
Overview
1
1
year of professional experience
1
1
Certification
Work History
Financial Advising Intern
Wells Fargo Financial Network Advisors
Chicago, Illinois
05.2025 - Current
- Conducted research on investment options and market trends for client portfolios.
- Evaluated and recommended funds based on specific criteria to support client investment goals.
- Responded to client inquiries with timely information about services offered.
Member Service Specialist
Purdue University
West Lafayette, Indiana
03.2024 - Current
- Assisted members with account inquiries and resolved issues promptly.
- Processed member transactions efficiently using company software systems.
- Collaborated with team members to improve service delivery and support.
Warehouse Assistant
Verus Engineering
Plainfield, Indiana
05.2025 - 08.2025
- Organized and maintained inventory for efficient warehouse operations.
- Conducted regular inspections of equipment to ensure safe usage.
- Collaborated with team members to streamline order fulfillment processes.
Education
Bachelor of Science - Finance
Purdue University
West Lafayette, IN05-2027
Bachelor of Science - Accounting
Purdue University
West Lafayette, IN05-2027
Skills
- Financial analysis
- Investment research
- Portfolio management
- Customer service
- Data interpretation
- Microsoft Excel
Affiliations
- Member of the Purdue Accounting Association
- Seeking leadership positions in both Salt and Light Christian Fellowship at Purdue and Purdue Bodybuilding club.
Accomplishments
- National Honors Society 05/2022 - 05/2023
- Recipient of Purdue University's Presidential Scholarship
- Graduated with Academic Honors
- Team Captain of Varsity Football
Certification
- CPR Certified
References
References available upon request.
Timeline
Financial Advising Intern
Wells Fargo Financial Network Advisors
05.2025 - Current
Warehouse Assistant
Verus Engineering
05.2025 - 08.2025
Member Service Specialist
Purdue University
03.2024 - Current
Bachelor of Science - Finance
Purdue University
Bachelor of Science - Accounting
Purdue University
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