Tate Kadel
West Linn
Summary
Disciplined worker in all areas of work or service and pursuing further education to improve my knowledge of business management and financial services. Excelling at communicating in a professional and relational way to communicate trust and understanding. Eagerly collaborating with team members to further better myself and the team as a whole. Hardworking and dedicated to accomplishing tasks before their deadline. Flexible when it comes to change and quick to pick up on new routines.
Overview
6
6
years of professional experience
Work History
Financial Advisory Intern
Strategic Financial Partners
05.2022 - 08.2023
- Help with closing procedures for the month and check the journal entries.
- Help with account evaluations and account review preparation.
- Reviewed financial statements with staff accountants.
- Set up new client accounts
- Acquired the knowledge required to manage different organizational financial accounts.
- Held meetings with clients and I am involved in all steps of setting up a financial plan.
Shift Lead Manager
Dutch Bros Coffee
12.2017 - 08.2021
- Cooperated with coworkers to improve customer experience and manage storefront.
- Supervised employees and oversaw quality compliance with company standards for food and services.
- Exercised composure under pressure and in escalated customer service scenarios.
- Coached crew members to optimize performance and motivate toward more efficient work.
- Utilized interpersonal communication skills to enhance customer experience and add value to each interaction.
Market Research Analyst and Bookkeeper
Anthem Memory Care
04.2018 - 09.2018
- Collected and analyzed data on customer demographics, preferences, needs and buying habits to identify potential markets and factors affecting product demand.
- Created and presented real-time reports on current market conditions to upper management for expanding to new locations.
- Gathered data on competitors to analyze prices, sales and methods of marketing and distribution in the memory care business.
Education
Bachelor of Science - Business Management
Grand Canyon University
Phoenix, AZ03.2024
No Degree - Theology And Missions Work
University of The Nations, YWAM
Kona, HI12.2020
High School Diploma -
West Linn High School
West Linn, OR06.2019
Skills
- Client Relations
- Records Administration
- Team Collaboration
- Attention to Detail
- Investment Performance Reporting
- Audit Risk Management
- Microsoft Excel
- Verbal and Written Communication
Timeline
Financial Advisory Intern
Strategic Financial Partners
05.2022 - 08.2023
Market Research Analyst and Bookkeeper
Anthem Memory Care
04.2018 - 09.2018
Shift Lead Manager
Dutch Bros Coffee
12.2017 - 08.2021
Bachelor of Science - Business Management
Grand Canyon University
No Degree - Theology And Missions Work
University of The Nations, YWAM
High School Diploma -
West Linn High School
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