Summary
Overview
Work History
Education
Skills
Timeline
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Nolan Southgate

Webberville

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

3
3
years of professional experience

Work History

Wedding Financial Planner

Family
04.2024 - 09.2024
  • Drafted comprehensive financial plan to offer recommendations and supporting data.
  • Continuously updated industry knowledge through professional development opportunities and staying abreast of market trends.
  • Provided exceptional customer service, fostering positive word-of-mouth referrals from satisfied clients.

Pool Service Technician

Roman's Pool Supplies and Services
04.2022 - 08.2022
  • Performed routine maintenance on pool and spa equipment, such as cleaning, chemical balancing and water testing

Landscaper

Mayhews Tree Farm and Nursery
06.2021 - 08.2021
  • Cleared out unsightly undergrowth at tree lines and fence rows
  • Controlled growth of unwanted weeds with manual removal and chemical applications
  • Cleaned up grounds by removing sticks, trash, and leaf debris
  • Assisted customers in selecting trees and supplies based on their requests
  • Kept landscaping neat through careful trimming, litter removal and bed cleaning

Education

B.B.A - marketing, finance

Grand Valley State University
Allendale, MI

Lansing Community College
Lansing, MI

High school or equivalent -

Fowlerville High School
Fowlerville, MI

Skills

  • Customer Service
  • Organization
  • Task prioritization
  • Time management
  • Leadership
  • Planning
  • Teamwork orientation

Timeline

Wedding Financial Planner

Family
04.2024 - 09.2024

Pool Service Technician

Roman's Pool Supplies and Services
04.2022 - 08.2022

Landscaper

Mayhews Tree Farm and Nursery
06.2021 - 08.2021

Lansing Community College

High school or equivalent -

Fowlerville High School

B.B.A - marketing, finance

Grand Valley State University

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Nolan Southgate