LaTroy Dinkins
Bakersfield,CA
Summary
Results-driven financial professional with 4+ years of experience in wealth management and financial analysis, transitioning into public accounting as a CPA candidate. Expertise in tax-efficient financial planning, complex financial modeling, portfolio analysis, and delivering actionable insights to clients and stakeholders. Proven ability to manage high-value portfolios, drive operational efficiency through data analytics, and maintain exceptional client retention. Currently pursuing CPA licensure with FAR exam coursework in progress.
Overview
15
15
years of professional experience
1
1
Certification
Work History
Financial Advisor
Moneywise Wealth Management
07.2021 - 07.2025
- Conducted comprehensive financial analysis and tax-efficient planning for 300 households totaling $36 million in assets under management.
- Designed and rebalanced customized investment portfolios with strong focus on asset allocation, risk management, and tax optimization.
- Performed detailed portfolio reviews and tax-loss harvesting strategies, resulting in 95% client retention rate.
- Mentored junior advisors on financial analysis techniques, client communication, and regulatory compliance.
- Prepared and presented complex financial reports to clients and senior management.
District Manager
Aramark Uniform Services
08.2018 - 07.2021
- Led financial forecasting, budgeting, and variance analysis using advanced Excel modeling; consistently met or exceeded revenue targets.
- Managed full-cycle financial reporting and cost control initiatives, significantly improving profitability through data-driven decisions.
- Directed a team of 15 employees while implementing Excel-based tracking systems that increased operational efficiency by 20%.
- Developed and delivered financial literacy training programs for sales and operations teams.
Sales & Service Representative
Cintas Corporation
03.2010 - 07.2017
- Consistently ranked in the top 10% nationally for sales performance through relationship management and consultative selling.
- Optimized route operations and implemented process improvements that reduced costs by 15% while increasing service efficiency.
Education
Bachelor of Science - Finance and Economics
Grand Canyon University
Phoenix, AZ10-2023
Skills
- Series 65 License – FINRA, 2021
- CFP® Candidate
- Pursuing CPA Certification (FAR section in progress)
Websites
Affiliations
Southern California Black Chamber of Commerce
Certification
- Series 65 License, FINRA, 2021
- CFP Candidate
- Pursuing CPA Certification, FAR section in progress, 2026
Timeline
Financial Advisor
Moneywise Wealth Management
07.2021 - 07.2025
District Manager
Aramark Uniform Services
08.2018 - 07.2021
Sales & Service Representative
Cintas Corporation
03.2010 - 07.2017
Bachelor of Science - Finance and Economics
Grand Canyon University