Summary
Overview
Work History
Education
Skills
Awards
Timeline
Generic

Nathan Jones

Norman

Summary

Finance student at the University of Oklahoma pursuing a B.B.A in Finance. Seeking opportunities to utilize education and skills in finance upon graduation. Passionate about financial analysis, investment strategies, and contributing to organizational success. Committed to continuous learning and professional growth in the finance industry.

Overview

3
3
years of professional experience

Work History

Associate

Sam Welcher & Associates
01.2024 - Current


  • Increased customer satisfaction with thorough product demonstrations and personalized advice.
  • Developed and maintained strong relationships with key clients to ensure high levels of satisfaction.
  • Processed and completed customer orders efficiently

Intern

GibCo Capital Advisors
05.2023 - Current
  • Handled the phones and communicated with clients.
  • Shadowed the CEO.
  • Helped manage portfolios and created many research portfolios.
  • Provided customer service.
  • Assisted with portfolio management.
  • Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
  • Sorted and organized files, spreadsheets, and reports.
  • Prepared project presentations and reports to assist senior staff.

Teller

Bank 360
05.2025 - 08.2025
  • Balanced cash drawer daily and resolved discrepancies to provide accurate data regarding cash flow.
  • Disbursed cash and checks accurately while maintaining security of cash drawers.
  • Balanced cash drawers daily, identifying discrepancies and taking corrective actions as needed.
  • Processed customer transactions promptly, minimizing wait times.

Distributor

PepsiCo.
05.2022 - 08.2022
  • Delivered products and fulfilled customer orders.
  • Collaborated with suppliers for timely product deliveries, ensuring client satisfaction.
  • Developed strong relationships with key accounts, leading to increased repeat business.

Education

High School Diploma -

Clinton High School
Clinton, OK
05.2022

BBA - Finance

University of Oklahoma
Norman, OK
05.2026

Skills

  • Presentation
  • Leadership
  • Customer Service
  • Research Skills
  • Communication
  • English
  • Customer interaction
  • Cash handling

Awards

National Honors Society, Davis-McElmurry Trust Scholarship

Timeline

Teller

Bank 360
05.2025 - 08.2025

Associate

Sam Welcher & Associates
01.2024 - Current

Intern

GibCo Capital Advisors
05.2023 - Current

Distributor

PepsiCo.
05.2022 - 08.2022

High School Diploma -

Clinton High School

BBA - Finance

University of Oklahoma

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