Hi, I’m
Takyia White
Athens,GA
Summary
Passionate finance new graduate seeking opportunities to gain related experience. Proficient in Microsoft Excel and skilled in collaborating with cross-functional teams. Recognized for problem-solving abilities, attention to detail, and analytical thinking. Strong written and oral communication skills, demonstrated through active involvement and leadership in various organizations during undergraduate studies. Ready to contribute to a fast-paced and innovative environment.
Overview
3
years of professional experience
1
Certification
Work History
Bank of America
Check Specialist
04.2023 - 03.2024
Job overview
- Led quality assurance efforts, maintaining high standards for all products and services.
- Collaborated with cross-functional teams to achieve project goals on time and analyze operational data.
- Implemented new training programs for staff, leading to higher employee retention rates and better overall performance.
Northwestern Mutual
Financial Advising Intern
11.2022 - 01.2024
Job overview
- Conducted comprehensive financial analysis to identify potential growth opportunities for clients.
- Collaborated with senior advisors to develop tailored investment strategies and unique client portfolios.
- Facilitated educational workshops on financial topics to empower clients to make well-informed financial decisions.
Goldman Sachs
Customer Support Specialist
08.2022 - 01.2023
Job overview
- Multitasked to handle diverse customer needs in a high-volume setting.
- Optimized use of CRM tools, ensuring accurate tracking and follow-up of customer interactions.
- Resolved customer concerns with empathy and patience, restoring client confidence in the company and satisfaction.
Georgia State University
Student Assistant
08.2021 - 08.2022
Job overview
- Supported administrative staff with data entry tasks and reporting.
- Increased campus-wide engagement and promoted student success programs.
- Enhanced office efficiency by organizing and maintaining files, records, and resources.
Education
Georgia State UniversityAtlanta, GA
BBA from Finance
05.2024
Skills
- Consulting
- Data Entry
- Accounting
- Microsoft Excel
- Analytical Skills
- Original Research
- Attention to Detail
- Financial Reporting
Certification
- Life & Health Insurance License, Northwestern Mutual - 2022
- Excel Essential Training, LinkedIn - 2021
Accomplishments
Life & Health Insurance License, Northwestern Mutual - 2022 Excel Essential Training, LinkedIn - 2021
Timeline
Check Specialist
Bank of America
04.2023 - 03.2024
Financial Advising Intern
Northwestern Mutual
11.2022 - 01.2024
Customer Support Specialist
Goldman Sachs
08.2022 - 01.2023
Student Assistant
Georgia State University
08.2021 - 08.2022
Georgia State University
BBA from Finance
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