Summary
Overview
Work History
Education
Skills
Coursework
Extracurricular Activities
Timeline
Generic

Ryan Cooke

Charlotte,NC

Summary

I plan to build on and develop my current skills and academic knowledge. A dedicated team player who can be relied upon to help achieve company goals. Able to adapt and learn quickly to contribute to the success of myself, others, and the company.

Overview

1
1
year of professional experience

Work History

Financial Representative

Toyota Financial Services
05.2023 - 09.2023

• Assisted customers in obtaining financing for vehicle purchases, including reviewing credit reports, explaining financing options, and completing loan applications.

• Created and presented financing proposals to customers, explaining terms, conditions, and overall costs of financing.

• Worked collaboratively with the sales team to ensure a seamless customer experience throughout the vehicle purchasing process.

• Maintained accurate and up-to-date records of financing transactions and customer information.

Financial Representative

State Employees Federal Credit Union
01.2024 - Current
  • Built strong relationships with clients through transparent communication and trust-building activities.
  • Met with customers to assess needs, financial status, and eligibility.
  • Increased client satisfaction by providing comprehensive financial advice and personalized solutions.
  • Conducted thorough risk assessments, minimizing potential losses for clients and the firm.

Education

Bachelor of Science - Business Administration, Finance

University of North Carolina At Charlotte
Charlotte, NC
01.2022

Associate - Arts

Central Piedmont Community College
Charlotte, NC
01.2020

Skills

    SIE Certified: Knowledge of fundamental concepts such as types of products and their risks; the structure of the markets, regulatory agencies and their functions; and prohibited practices

    Financial Analysis: Proficient in financial analysis techniques, including ratio analysis, financial modeling, and forecasting

    Software Proficiency: Proficient in financial software and tools, including Excel, Word, QuickBooks, financial modeling software, and accounting software

    Communication: Strong communication skills, both verbal and written, with the ability to explain financial concepts and analysis to non-financial teammates

Coursework

  • Financial Theory and Practice
  • Financial Institutions and Markets
  • Financial Accounting

Extracurricular Activities

Investment Club, Charlotte, NC 2021-2022

Club Member

· Every other Monday, this club meets to talk about recent market news, strategies, portfolio rebalancing, statistical and technical analysis, and much more.

Timeline

Financial Representative

State Employees Federal Credit Union
01.2024 - Current

Financial Representative

Toyota Financial Services
05.2023 - 09.2023

Bachelor of Science - Business Administration, Finance

University of North Carolina At Charlotte

Associate - Arts

Central Piedmont Community College
Ryan Cooke