Summary
Overview
Work History
Education
Skills
Community Service
Activities
Accomplishments
Certification
Languages
Timeline
Generic

Spencer Sabates

Kansas City,MO

Summary

Dynamic business professional with experience at Carson Wealth, working in financial analysis and client communication. Proven track record in managing budgets and implementing investment strategies, enhancing fiscal responsibility. Adept at collaborating with teams to achieve goals, ensuring compliance, and delivering impactful presentations. Committed to driving success through strategic financial management.

Overview

7
7
years of professional experience
1
1
Certification

Work History

Treasurer

Local House political campaign
Kansas City, Missouri
06.2024 - 11.2025
  • Managed budgeting processes to ensure financial accuracy and compliance.
  • Oversaw cash flow and maintained detailed financial records.
  • Ensured timely processing of invoices and payments to vendors.
  • Implemented cost control measures to enhance fiscal responsibility.
  • Presented financial information at staff meetings as needed.

Wealth Management Intern

Carson Wealth
Omaha, Nebraska
05.2023 - 08.2025
  • Analyzed client portfolios to identify investment opportunities and strategies.
  • Assisted financial advisors in preparing client presentations and reports.
  • Collaborated with team members on client communication and relationship management.
  • Conducted market research to support investment recommendations and decisions.
  • Rotational internship with exposure to investments, mergers and acquisitions, and client relations.
  • Reviewed compliance documents to ensure adherence to regulations and policies.

Diagnostic Technician

Sabates Eye Centers
05.2019 - 01.2020
  • Took patients in from waiting room and took various tests on their eye and then sent them to doctor. (1 month of training required)
  • Conducted comprehensive diagnostic tests on patients' vision and eye health.
  • Operated specialized equipment to gather accurate data for ophthalmic evaluations.
  • Documented patient information and test results in electronic health records system.

Field Director

Political Campaign
Kansas City, Missouri
06.2018 - 10.2018
  • Worked hands on at a political campaign compiling data and working with a team to achieve the common goal.

Education

MBA - Business Administration

University of Missouri-Kansas City
Kansas City, MO
12-2025

Bachelor of Science - Business Administration, History

University Of Kansas
Lawrence, KS
05-2024

Skills

  • Financial analysis
  • Budget management
  • Client communication
  • Market research
  • Investment strategies
  • Financial management
  • Relationship management
  • Team collaboration

Community Service

  • Mexico, Maine Mission Trip, 06/01/18, Renovated a home and built a garage for an elderly person who was in need of additional support and resources to make her home safer.
  • Pet Smart/Ray of Hope Animal Rescue, Worked with rescue dogs to help them get adopted.

Activities

  • Conservatives Club
  • Real Estate Club
  • Raider Award for Excellence

Accomplishments

  • Raider Award for excellence in leadership
  • Successful investor managing my own portfolio
  • Entrepreneur in college

Certification

  • Master of Business Administration (MBA

Languages

Spanish
Professional

Timeline

Treasurer

Local House political campaign
06.2024 - 11.2025

Wealth Management Intern

Carson Wealth
05.2023 - 08.2025

Diagnostic Technician

Sabates Eye Centers
05.2019 - 01.2020

Field Director

Political Campaign
06.2018 - 10.2018

MBA - Business Administration

University of Missouri-Kansas City

Bachelor of Science - Business Administration, History

University Of Kansas

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