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******** WORKING EXPERIENCEArlington, TexasSeptember 2020 - September 2024Implemented financial planning recommendations or refer clients to someone who can assist them with plan implementation.Researched and investigate available investment opportunities to determine whether they fit into financial plans.Explained and documented for clients the types of services that are to be provided, and the responsibilities to be taken by the personal financial advisor.Guided clients in the gathering of information, such as bank account records, income tax returns, life and disability insurance records, pension plans, or wills.Conducted seminars or workshops on financial planning topics, such as retirement planning, estate planning, or the evaluation of severance packages.Arlington, TexasMarch 2017 - September 2020Contacted clients periodically to determine any changes in their financial status.Prepared or interpreted for clients information such as investment performance reports, financial document summaries, or income projections.Answered clients' questions about the purposes and details of financial plans and strategies.Explained to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.Determined amounts of aid to be granted to students, considering such factors as funds available, extent of demand, and financial needs.Aston GroupArlington, TexasSeptember 2013 - March 2017Investment AnalystExplained to individuals and groups the details of financial assistance available to college and university students, such as loans, grants, and scholarships.Opened accounts for clients and disburse funds from accounts to creditors as agent for clients.Sold financial products such as stocks, bonds, mutual funds, and insurance if licensed to do so.Built and maintained client bases, keeping current client plans up-to-date and recruiting new clients on an ongoing basis.Analyzed financial information obtained from clients to determine strategies for meeting clients' financial objectives.EDUCATIONAL QUALIFICATIONBachelor's DegreeFinanceDuke UniversityArlington, TexasKEY SKILLSTalking to others to convey information effectively.Understanding written sentences and paragraphs in work related documents.Communicating effectively in writing as appropriate for the needs of the audience.Using logic and reasoning to identify the strengths and weaknesses of alternative solutions, conclusions or approaches to problems.Actively looking for ways to help people.QUALIFICATIONSThe ability to communicate information and ideas in speaking so others will understand.The ability to add, subtract, multiply, or divide quickly and correctly.The ability to apply general rules to specific problems to produce answers that make sense.The ability to come up with unusual or clever ideas about a given topic or situation, or to develop creative ways to solve a problem.The ability to concentrate on a task over a period of time without being distracted.
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