WESTON KATULA
Whitewater,WI
Summary
Dedicated student pursuing BBA in Finance. Focused on results while looking to make an impact on society and live a fulfilling life. Proven to work independently or in a team setting, natural born leader looking to maximize potential. Eager to meet challenges, complex issues and support quality-driven initiatives.
Overview
5
5
years of professional experience
Work History
Financial Educator
Whitewater Financial Literacy Center
Whitewater, WI
02.2020 - Current
- Chose strategies and developed methods to enhance financial awareness for individual students.
- Collaborated with different departments to create more awareness of financial literacy center.
- Assisted with account reviews and preparation for account reviews.
Sales Canvasser
Alder Securities LLC
San Antonio, TX
06.2021 - 08.2021
- Learned and implemented consultative selling skills to identify opportunities, overcome objections and close sales.
- Completed documentation smoothly to finalize sales.
- Presented sales presentations and proposals to prospects in territory, identifying positive features and advantages of Alder over those of competition.
- Generated $21,000 in sales
Associate
Marshals Convenience Stores
Delafield, WI
09.2020 - 01.2021
- Maximized customer interactions by promptly identifying needs and wants.
- Managed customer relations and customer service through daily communication and interaction.
Education
BBA - Finance
05.2023
- Relevant Coursework Completed: Business Finance, Information Systems, Marketing, Organizational Behavior, and Operations Management
- Dean's List Spring 2020
- Member of CEO (Collegiate Entrepreneurs Organization)
Some College (No Degree) - General Business
- Completed business undergraduate core classes
Some College (No Degree) - General Business
- Attended Fall 2019 - Spring 2020
- Completed undergraduate core classes
- Awarded the Herb Kohl Inititaive Scholarship
High School Diploma -
06.2019
B
Skills
- Customer Service
- Time Management
- Relationship Building
- Willing to Learn
- Critical Thinking
- High energy
Hobbies
- Enjoy anything with competition
- Love playing, watching, and discussing sports
- Self-improvement through reading, podcasts, and videos
- Helping other's achieve goals
Timeline
Sales Canvasser - Alder Securities LLC
06.2021 - 08.2021
Associate - Marshals Convenience Stores
09.2020 - 01.2021
Financial Educator - Whitewater Financial Literacy Center
02.2020 - Current
University of Wisconsin - Whitewater - BBA, Finance
University of Wisconsin - Milwaukee - Some College (No Degree), General Business
University of Wisconsin - La Crosse - Some College (No Degree), General Business
Pewaukee High School - High School Diploma,
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