Capital Markets
Raoul Lockhart
Analyst
Dallas,TX
Summary
Financial professional with comprehensive experience in financial data analysis and strategic forecasting. Known for strong collaborative efforts and delivering consistent results in dynamic environments. Skilled in financial modeling, data interpretation, and strategic planning, with proactive approach to adapting to changing business needs.
Overview
3
3
years of professional experience
3
3
years of post-secondary education
3
3
Certifications
1
1
Language
Work History
International Office Administrator
Texas Wesleyan University
11.2022 - 12.2024
- Organized and kept records for international students, ensuring accuracy and compliance with university policies and procedures
- Aided in coordinating and leading events designed to enhance the international student experience, prioritizing excellent service
- Supported the head Designated School Official (DSO) in managing student information systems, issuing I-20s, and resolving complex immigration-related issues
- Developed and implemented innovative strategies to improve the integration and experience of international students, easing better cultural adaptation and retention
Financial Advisor/ Financial Representative Internship
Northwestern Mutual
05.2024 - 11.2024
- Development and managed personalized financial plans, focusing on the unique needs of clients
- Developed and managed a diverse client base of 20+ clients by using exceptional customer service and networking skills
- Collaborated with senior advisors to deliver integrated wealth management services, aligning with long-term client goals
- Conducted financial assessments to decide client needs and provide recommendations
- Engaged in business development initiatives, including planning and hosting client-focused marketing events to enhance client retention and satisfaction
Education
BBA - Finance
Texas Wesleyan University
Fort Worth, TX 05.2022 - 12.2024
Skills
Investment Management Operations
Financial Statement Analysis
Risk Assessment & Management
Reconciliations (Cash & Open Positions)
NAV Production & Financial Reporting
Investments & Financial Advisory
Microsoft Office Suites including Excel for Financial Modeling & Data Analysis
Communication & Interpersonal Skills
Problem-Solving & Adaptability
Goal Setting and Teamwork
Organizational & Time Management
Entrepreneurial Business Strategy
Certification
Microsoft Office Specialist: Excel Associate, Certification confirming ability in Microsoft Excel, showing the ability to create, manage, and distribute professional spreadsheets for various business purposes, including financial modeling and data analysis.
Interests
Private Credit
Alternative Investments
M&A
Banking
Work Availability
monday
tuesday
wednesday
thursday
friday
saturday
sunday
morning
afternoon
evening
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Languages
English
Native or Bilingual
Software
Microsoft Excel
Microsoft Office Suites
Work Preference
Work Type
Full TimeContract WorkLocation Preference
On-SiteRemoteHybridImportant To Me
Career advancementCompany CulturePersonal development programsStock Options / Equity / Profit SharingAffiliations
- Texas Wesleyan University: Finance Club
- Scholars of Finance
- Risk Management Association
Timeline
Financial Advisor/ Financial Representative Internship
Northwestern Mutual
05.2024 - 11.2024
International Office Administrator
Texas Wesleyan University
11.2022 - 12.2024
BBA - Finance
Texas Wesleyan University
05.2022 - 12.2024