SPENCER BARTA
Summary
Financial advisor recognized for exceptional productivity and efficient task execution. Specializes in financial planning, risk management, and client portfolio optimization. Demonstrates strong communication, adaptability, and problem-solving skills to address diverse client needs and provide customized financial solutions.
Overview
1
1
Certification
3
3
years of professional experience
Work History
Financial Advisor
WESTPOINT FINANCIAL GROUP
06.2025 - Current
- Delivered comprehensive financial planning, wealth management, and investment advice to individual and business clients, enhancing financial security and investment performance.
- Developed tailored asset allocation strategies and managed client relationships to align with and achieve long-term financial goals.
- Utilized CRM software and financial analysis tools to enhance client communication and streamline portfolio review processes.
Nursery Worker / Carryout
ALSIP HOME & NURSERY
Saint John, IN
05.2024 - 08.2024
- Delivered tailored customer service to hundreds of customers, advising on plant care and product recommendations to enhance customer satisfaction.
- Assisted customers with plant selection and care guidance.
- Watered and fertilized plants according to specific care requirements.
- Maintained cleanliness and organization of nursery displays and work areas.
- Executed daily store operations, managing opening/closing procedures and maintaining smooth workflow.
Project Manager Intern
HMH CONTRACTORS
Kokomo, IN
05.2023 - 08.2023
- Led preparation and completion of bids and E.C.R. forms, ensuring accuracy and timely submission to support project acquisition and execution.
- Managed project timelines and resources for construction initiatives.
- Coordinated communication between teams and clients, ensuring alignment on project goals and timelines.
- Facilitated project meetings to discuss progress and address challenges, fostering collaboration and timely issue resolution.
- Collaborated with supervisors and contractors to coordinate active job sites, enhancing workflow and operational efficiency.
Education
Bachelor of Science - Finance
BALL STATE UNIVERSITY, MILLER COLLEGE OF BUSINESS
Muncie, INSkills
- Financial Analysis
- Investment Analysis
- Risk Assessment
- Transaction Analysis
- Data Analysis
- Financial Planning
- Regulatory Compliance
- Due Diligence
- Financial Research
- Microsoft Excel
- CRM Software
- Analytical Problem Solving
- Attention to Detail
- Written and Verbal Communication
- Team Collaboration
Certification
- FINRA Series 7 – General Securities Representative
- FINRA Series 66 – Uniform Combined State Law
- FINRA SIE – Securities Industry Essentials
- Life and Health Insurance License
Awards Affiliations
- Ball State Investment Club, Muncie, IN, Member, 08/01/25, Present, Manages a $1 million endowment portfolio, making real investment decisions based on fundamental and technical analysis., Engage in discussions on portfolio management and asset allocation to enhance financial decisions.
- Epsilon Omega Chapter of Sigma Chi, Peterson Award, Muncie, IN, Member, 08/01/22, Present, Recognized for outstanding contributions to community and philanthropy., Earned highest Greek life honor by spearheading impactful community initiatives and achieving record-breaking fundraising results.
- Mechanical Contractors Association of America (MCAA), Muncie, IN, Member, 10/01/22, 05/01/23, Presented a comprehensive mechanical contracting project, including bids, scheduling, and subcontractor coordination., Achieved top placement in a national competition by delivering high-quality project management.
Timeline
Financial Advisor
WESTPOINT FINANCIAL GROUP
06.2025 - Current
Nursery Worker / Carryout
ALSIP HOME & NURSERY
05.2024 - 08.2024
Project Manager Intern
HMH CONTRACTORS
05.2023 - 08.2023
Bachelor of Science - Finance
BALL STATE UNIVERSITY, MILLER COLLEGE OF BUSINESS