Landon Wasson
Summary
Personable candidate committed to helping clients meet financial goals. Experience developing and implementing investment strategies tailored to clients' individual needs and objectives. Passionate about providing sound financial advice and helping clients reach financial goals.
Overview
6
6
years of professional experience
Work History
Personal Finance Teaching Assistant
University Of Central Oklahoma
08.2023 - Current
- Improved overall class participation by implementing group activities and project-based learning.
- Collaborated with professor to develop lesson plans and material.
- Created PowerPoints for reviews and presentations.
- Presented budgeting, investing, and retirement options.
Sales Associate
Oreilly Auto Parts
05.2018 - 08.2019
- Increased sales revenue by building strong rapport with customers and recommending appropriate products based on their needs.
- Boosted customer satisfaction levels through exceptional service, addressing concerns promptly, and providing a welcoming store environment.
- Handled cash transactions efficiently while adhering to company cash handling policies, ensuring accuracy in all financial exchanges.
- Enhanced team productivity by fostering a positive work environment and providing support to colleagues as needed.
Education
Bachelor of Arts - General Studies With An Emphasis In Business
University of Central Oklahoma
Edmond, OK05.2024
Skills
- Critical Thinking
- Problem Solving
- Excellent Communication
- Self Management
- Working with people
- Technology Use
- Customer Service
- Accounting
- Leadership
Financial Experience and Knowledge
I have personal experience with trading and investing Equities: stocks, options (calls and puts), and dividends; Fixed Incomes: bonds, treasuries, and CDs. I have knowledge about hedging, risk, and volatility.
References
Available upon request.
Availability
I will be available to start on March 11, 2024.
Timeline
Personal Finance Teaching Assistant
University Of Central Oklahoma
08.2023 - Current
Sales Associate
Oreilly Auto Parts
05.2018 - 08.2019
Bachelor of Arts - General Studies With An Emphasis In Business
University of Central Oklahoma