Landen Johnson
Rowlett,TX
Summary
Entry level business graduate with experience analyzing financial and operational data, preparing structured reports, and supporting decision making in fast paced, regulated environments. Detail oriented with strong Excel, reporting, and documentation skills. Seeking to contribute to program financial and operational performance.
Overview
3
3
years of professional experience
Work History
Financial Services Professional
New York Life Insurance Co
Frisco, Texas
11.2025 - Current
- Analyzed client financial profiles to optimize asset allocation, cash flow management, and long term planning outcomes.
- Prepared structured financial summaries and performance reports to support decision making and compliance requirements.
- Tracked client portfolio updates and evaluated progress against financial benchmarks through regular review cycles.
- Maintained comprehensive documentation and compliance records to ensure adherence to regulatory standards in a highly regulated financial environment.
Lead Server/Bartender
Gristmill River Restaurant
New Braunfels, Texas
05.2023 - 08.2025
- Managed opening and closing processes, including scheduling, inventory coordination, and resource allocation, to ensure smooth operations.
- Collaborated with management to achieve operational targets and maintain service performance standards.
- Operated in a high volume environment requiring real time prioritization, data accuracy, and process compliance.
- Monitored daily revenue, sales metrics, and close out reporting to support operational and financial performance tracking.
Education
BBA - Marketing
Texas State University
San Marcos, Texas, TX08-2025
Skills
- Financial markets
- Market research
- Microsoft Excel
- Microsoft Power BI
- Adaptability and flexibility
Timeline
Financial Services Professional
New York Life Insurance Co
11.2025 - Current
Lead Server/Bartender
Gristmill River Restaurant
05.2023 - 08.2025
BBA - Marketing
Texas State University