Payton Greenwald
Kansas City,MO
Summary
Enthusiastic graduate student pursuing a career in the financial industry. Results-driven investment representative with strong skills in investment analysis and financial planning. Successfully transitioned over $425k in client assets, demonstrating a commitment to optimizing client portfolios and meeting financial goals.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Investment Representative
American Century Investments
Kansas City, Missouri
2025.05 - Current
- Assisted clients in understanding investment options and services available.
- Processed client transactions efficiently using internal investment management systems.
- Attended training sessions to enhance knowledge of financial products and services.
- Responded promptly to client inquiries, providing accurate information and support.
- Uncovered more than $550k from the client's existing assets at other institutions and successfully moved $425k over to American Century.
Financial Agent
New York Life Insurance Co
Springfield, Missouri
2024.11 - 2025.05
- Collaborated with a senior financial advisor and his book of business.
- Assisted clients in understanding insurance policy options and benefits.
- Conducted needs analysis to identify appropriate financial solutions for clients.
- Scheduled and facilitated client meetings to discuss policy updates and changes.
- Prepared documentation for insurance applications and claims processing.
Financial Representative
Northwestern Mutual
Sprinfield, MO
2024.01 - 2024.11
- Provided comprehensive financial planning services to clients, analyzing their financial goals, and recommending appropriate investment strategies.
- Built and maintained strong relationships with clients, earning their trust and confidence in managing their financial portfolios.
- Developed personalized investment plans tailored to each client's risk tolerance, time horizon, and financial objectives.
Education
Bachelor of Science - Finance
Culver-Stockton College
Canton, MO05.2024
Master of Science - Finance
University of Missouri - Kansas City
Kansas City, MOSkills
- Investment analysis
- Client relationship management
- Financial planning
- Asset management
- Transaction processing
- Insurance knowledge
- Problem solving
- Time management
- Microsoft Office applications
- Salesforce
- TA2000
- Workday
- PX Software
Accomplishments
Eagle Scout Award | 2017 - Present
Certification
Life and Health Insurance Certification | 2024
Timeline
Investment Representative
American Century Investments
2025.05 - Current
Financial Agent
New York Life Insurance Co
2024.11 - 2025.05
Financial Representative
Northwestern Mutual
2024.01 - 2024.11
Bachelor of Science - Finance
Culver-Stockton College
Master of Science - Finance
University of Missouri - Kansas City