Experienced supply chain professional looking for a great management opportunity.
Financial Plan Case Study, Spring 2014, Undertook the role of a financial planner for a fictitious family in order to accomplish their financial goals. Reviewed the client’s goals and financial reports, used excel to calculate future returns and growth, determined the best possible investments to meet their goals, and presented the plan to the class and professor. Developed skills; retirement planning, investments, financial analysis, creating financial plans, and oral presentations. Strategic Management, actual client project, Fall 2014, Working with an actual client from the area. Used STEEP Analysis to learn about what industry the company fits into. Met with the client and established short- and long-term goals. Created a Strategic Plan and a presentation. Presented the plan to the client, class, and professor.
REFERENCES AVAILABLE UPON REQUEST