Simon Rozier
Buda,Texas
Summary
I am currently attending College at St. Edward's University to get a degree in Accounting. I have good problem solving skills and am quite analytical. I am a quick learner and willing to learn new software required to do my job. I consider myself to have a strong work ethic and am always willing to get the job done.
Overview
3
3
years of professional experience
Work History
Intern
Kestra Financial
Austin , TX
2023.09 - 2024.05
- As a producer compensation intern I would be sent PDF's of financial statements and type them out in Excel.
- I learned more about the ins and outs of Excel.
- I would also use other software to record financial transactions.
Intern
Kestra Financial
Austin , TX
2022.09 - 2023.05
- This was the same position as the previous year's internship. I would call companies and ask about the status of paperwork.
- After hearing about the status of the paperwork, I would type it down in an excel document to keep track of it's status, whether not it was complete, how much time it would take, or what was causing issue.
- After finishing with all my calls, I would complete the tickets in Advisor Complete.
Intern
Kestra Financial
Austin , TX
2021.09 - 2022.05
- I called various companies to ask about the status of paperwork and whether it was done and if not, how long it would take.
- I would type the status of it in an excel sheet and add notes if there was an issue with it and send it to my supervisor.
- Eventually I was authorized to upload the status onto Advisor Complete and complete them.
Education
High School Diploma -
San Juan Diego Catholic High School
Austin, TX2024-05
Skills
- Data Entry
- Problem-Solving
- Telephone Etiquette
- Strong Academic Record
- Quick Learner
- Attention to Detail
References
References available upon request.
Timeline
Intern
Kestra Financial
2023.09 - 2024.05
Intern
Kestra Financial
2022.09 - 2023.05
Intern
Kestra Financial
2021.09 - 2022.05
High School Diploma -
San Juan Diego Catholic High School
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