Nathan Dawes
Hanover,MD
Summary
Financial professional prepared for impactful contributions in financial analysis roles. Strong analytical skills, proficiency in financial modeling, and adept at leveraging data to drive strategic decisions. Collaborative team player with focus on achieving results and adaptability to changing needs. Known for reliability, effective communication, and keen eye for detail.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Financial Analyst Intern
Everstand
06.2024 - Current
- Contributed to the development of strategic financial plans, leading to improved long-term business performance.
- Collaborated with cross-functional teams on budgeting and forecasting processes, enhancing overall organizational efficiency.
- Assisted CFO with complex financial modeling, resulting in more accurate predictions for company growth.
- Analyzed various investment opportunities, providing valuable insights that informed executive decisions on capital allocation strategy.
Finance Intern
LPL Financial
02.2023 - 05.2024
- Researched various mutual funds to support financial advisor with short and long term forecasting for client recommendations
- Developed customized investment portfolios for 452 clients to maximize returns and minimize risk exposure based on individual client needs.
- Helped clients plan for and fund retirements using over 100 mutual funds and other options to manage, customize, and diversify portfolio.
- Evaluated market trends to develop well-informed investment strategies, offering clients valuable insights that helped them achieve their financial goals.
Education
Bachelor of Science - Finance
Sigmund Weis School of Business, Susquehanna University
Selinsgrove, PA05.2025
Skills
- Microsoft Word
- Excel
- PowerPoint
- Financial Planning
Certification
- Bloomberg Market Concepts
- Microsoft Excel Essential Training
- Project Management Essentials (PMEC)
Timeline
Financial Analyst Intern
Everstand
06.2024 - Current
Finance Intern
LPL Financial
02.2023 - 05.2024
- Bloomberg Market Concepts
- Microsoft Excel Essential Training
- Project Management Essentials (PMEC)
Bachelor of Science - Finance
Sigmund Weis School of Business, Susquehanna University
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