Roman Holbrook
Traverse City,MI
Summary
Results-driven, detail-oriented financial professional with a strong foundation in financial management and operations. Meets all eligibility requirements for the Chartered Financial Analyst (CFA) Program examinations. Proven ability to produce accurate, compliant financial reporting and support sound financial decision-making. Experienced in relationship management, account oversight, and cross-selling initiatives that drive product adoption and customer satisfaction.
Overview
6
6
years of professional experience
Work History
Financial Relationship Banker
Huntington National Bank
Traverse City, MI
10.2023 - Current
- Managed customer accounts, ensuring accurate transactions and record maintenance.
- Led cross-selling initiatives, increasing product uptake among existing customers.
- Assisted customers in achieving financial goals by recommending suitable products and services based on their needs.
- Expanded client base through effective networking and referral generation, leading to increased business opportunities.
Financial Operations Associate
Cullinan Associates
Louisville, KY
10.2022 - 10.2023
- Created monthly market recaps and profit and loss information to senior traders at the end of each quarter.
- Process options daily for Morgan Stanley, Wells Fargo, Fidelity, Perigon Wealth, RBC, LPL Financial, Hilltop Securities, and Stifel Nicolaus.
- Gathered customer information and maintained it in the CRM database.
- Accurately prepared routine financial transactions such as remittances for clients.
- Performed position reconciliation monthly for balancing of portfolios.
Financial Management Technician
United States Army National Guard
Lansing, MI
04.2020 - 09.2023
- Managed financial contracts and ensured compliance with military regulations.
- Prepared budget reports and presentations for unit operations.
- Monitored expenditures and identified discrepancies to maintain fiscal integrity.
- Utilized financial software to track and analyze budget performance metrics.
Education
Associate of Science - Accounting And Finance
St. Clair Community College
Port Huron, MI05-2021
Skills
- Relationship building and management
- Customer Service-oriented
- Sales expertise
- Cash handling
- Loans
Affiliations
- Master Freemason (Traverse City Lodge #222)
Timeline
Financial Relationship Banker
Huntington National Bank
10.2023 - Current
Financial Operations Associate
Cullinan Associates
10.2022 - 10.2023
Financial Management Technician
United States Army National Guard
04.2020 - 09.2023
Associate of Science - Accounting And Finance
St. Clair Community College