Samuel Calic
Mentor
Summary
Experienced with financial analysis, investment strategies, and client relationship management. Offering a strong foundation in mathematical and analytical skills. Ability to quickly grasp Financial and Analytical concepts and apply them to real-world scenarios. Ready to use and develop proficiency in data analysis and account management. Adept at managing financial processes.
Overview
3
3
years of professional experience
1
1
Certification
Work History
Graphic Designer
Seasonal Sporting Goods
07.2023 - Current
- Create and edit logos to be screened onto apparel
- Find and make old logos being reused by common customers ready for use
- Advise customers on logo and apparel options
- Inventory store merchandise and equipment semi-annually
- Train new employees with silk screening equipment and machinery
Financial planner intern
Northwestern Mutual
05.2022 - 07.2022
- Made calls to potential clients
- Learned how to host face to face and virtual meetings with clients
- Gained knowledge of insurance and financial plan packages
- Observed joint work opportunities with an experienced financial representative and client meetings
Education
Bachelor of Science - Finance And Business Analytics
Ohio University, College of Business
Athens, Ohio05.2023
Skills
- Teamwork
- Problem solving
- Computer proficiency
- Determination
- SQL
- Microsoft Excel
- Tableau
- Python
- Microsoft Access
Certification
- Bloomberg Market Concepts
- Ohio Insurance License
Timeline
Graphic Designer
Seasonal Sporting Goods
07.2023 - Current
Financial planner intern
Northwestern Mutual
05.2022 - 07.2022
Bachelor of Science - Finance And Business Analytics
Ohio University, College of Business
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