Summary
Overview
Work History
Education
Skills
Certification
Timeline
Generic

Zachary Allen

Logan,UT

Summary

Results-driven professional with experience at Utah State University as a Maintenance Technician, excelling in site inspections and workplace safety. Proven ability to enhance client satisfaction through strategic financial planning at Winward Financial. Proficient in Microsoft Excel and skilled in project budgeting, ensuring compliance and quality assurance in all tasks.

Overview

1
1
year of professional experience
1
1
Certification

Work History

Maintenance Technician

Utah State University
08.2024 - Current
  • I conducted thorough inspections of apartments and townhomes, identifying and resolving any maintenance or repair issues that arose.
  • Used problem solving skills to alleviate issues efficiently with minimal supervision.
  • Followed safety protocols to minimize workplace accidents.

Financial Planning Intern

Winward Financial
01.2025 - Current
  • Streamlined portfolio management for clients through careful investment selection and asset allocation strategies.
  • Enhanced client satisfaction by addressing their financial goals and concerns in a timely manner.

Education

Bachelor of Science - Accounting And Finance

Utah State University
Logan, UT
05-2026

Associate of Science - Accounting And Finance

Utah State University
Logan, UT
05-2025

Skills

  • Microsoft Excel proficiency
  • Project budgeting
  • Cost analysis
  • Regulation and compliance
  • Quality assurance and control
  • Workplace safety
  • Site inspection

Certification

  • Microsoft Office Certified
  • Heavy Equipment Certifications

Timeline

Financial Planning Intern

Winward Financial
01.2025 - Current

Maintenance Technician

Utah State University
08.2024 - Current

Bachelor of Science - Accounting And Finance

Utah State University

Associate of Science - Accounting And Finance

Utah State University

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