Roman Holbrook
Traverse City,MI
Summary
Results-driven, detail-oriented financial professional with a strong foundation in financial management and operations. 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
1
1
Certification
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
- Financial services
- Sales expertise
- Cash handling
- Loans
Certification
- Series 66 License (Uniform Combined State Law) Exam
- Securities Industry Essentials (SIE) Exam
Affiliations
- Traverse City Lodge No. 222 | Junior Deacon | Master Mason
- Masonic Building Association | Secretary
- Scottish Rite | Valley of Michigan | 32°
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