Nick Snider
Chagrin Falls,OH
Summary
Finance student at Kent State University with a strong foundation in financial principles and client-focused service, pursuing a career in financial advising. Motivated to help individuals make informed financial decisions while building long-term relationships. Aspiring Certified Financial Planner (CFP®) with a commitment to continuous learning and professional growth.
Overview
1
1
year of professional experience
Work History
Intern
SD Capital Financial Advisors
Chagrin Falls, OH
05.2025 - Current
- Assisted in preparing financial reports and presentations for client meetings.
- Conducted market research to support investment strategies and decision-making processes.
- Collaborated with team members to streamline data entry processes, enhancing efficiency.
- Supported the development of client portfolios by analyzing financial data and trends.
Education
Bachelor of Science - Finance
Kent State University
Kent, OH05-2026
Skills
- Teamwork and collaboration
- Quick learner
- Fast learner
- Problem-solving
Accomplishments
Alpha Sigma Phi Fraternity - Kent State University
President | 2025 – 2026
New Member Educator | 2024 – 2025
Vice President of Recruitment | 2023 – 2024
- Led a chapter of 30 members, overseeing operations, budgeting, and strategic planning
- Developed and executed recruitment strategies, increasing membership and engagement
- Mentored and educated new members on organizational values, expectations, and professional development
- Coordinated events and managed logistics, strengthening leadership, communication, and organizational skills
Timeline
Intern
SD Capital Financial Advisors
05.2025 - Current
Bachelor of Science - Finance
Kent State University