Preston Chartier
Volo
Summary
Dedicated and goal-driven Finance and Management double major at Elmhurst University seeking a Financial Analyst position to leverage Excel and data entry expertise. Three years of experience as a member of the Elmhurst University Men\'s Soccer Team, honing teamwork, leadership, conflict resolution, and time management skills while balancing the demands of being a double major and an athlete.
Overview
7
7
years of professional experience
Work History
Financial Planning Specialist
Landmark Wealth Group
06.2024 - Current
- Enhanced forecasting accuracy through the development of sophisticated financial models and tools.
- Assisted in preparation of presentations, data tables and other documents for investor meetings.
- Developed financial models to assess potential investments and identify potential risks.
- Coordinated with financial advisors to develop long-term investment strategies.
- Developed financial projections and forecasts to guide investment decisions.
Financial Planning Analyst Intern
Landmark Wealth Group
03.2023 - 05.2024
- Prepared financial reports by collecting, formatting, analyzing and explaining information.
- Improved financial planning processes by streamlining data collection and analysis methods.
- Used CRM and Financial Planning Software to create financial databases to assemble, verify and back up data.
- Drafted comprehensive financial plan to offer recommendations and supporting data.
- Assisted in preparation of presentations, data tables and other documents for client meetings.
- Participated in client meetings to discuss financial analysis and investment strategies.
Shift Leader
Culver's Restaurants
08.2019 - 11.2022
- Managed each shift and was responsible for providing direct supervision and ensuring roles ran smoothly
- Helped motivate team members through my leadership skills, resolved conflicts and ensured excellent communication and interpersonal skills
- Customers left positive reviews regarding my customer service skills
- Awarded Employee of the Month in July of2021
Crew Member
Culver's Restaurants
06.2018 - 08.2019
- Greet guests with positivity, ensure customers receive their orders promptly, and communicate with co-workers to expedite orders
- Awarded Employee of the Month in July of2019
Education
Bachelor of Business Administration - BBA, Finance, and Management
Elmhurst University
05.2024
Skills
- Team Management
- Data Entry
- Problem Solving
- Online Data Entry
- Leadership
- Microsoft Excel
- Time Management
- Customer Service
- Adaptability and flexibility
- Software utilization
- Analytical thinking
Awards
Terry Stevig Scholarship - Wauconda High School | May 2020 Scholarship from Wauconda High School for Elmhurst University, Employee of the Month - Culver's Restaurants | Jul 2019, Blue and White Scholarship Award - Elmhurst University | Sep 2020, Employee of the Month - Culver's Restaurants | Jul 2021
Accomplishments
Passed the Security Industries Essentials Exam
Timeline
Financial Planning Specialist
Landmark Wealth Group
06.2024 - Current
Financial Planning Analyst Intern
Landmark Wealth Group
03.2023 - 05.2024
Shift Leader
Culver's Restaurants
08.2019 - 11.2022
Crew Member
Culver's Restaurants
06.2018 - 08.2019
Bachelor of Business Administration - BBA, Finance, and Management
Elmhurst University
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