Baraboo, Wisconsin, United States
Motivated, analytical, detail oriented, positive, energetic, organized, and trustworthy. I strive to be the best version of myself by learning and diving into new challenges. My career focus is to utilize my passion for financial analysis.
-Quickly solve questions and problems that arise -Utilize on the spot coaching to train associates to drive success and customer satisfaction -Leading by example -Maintain company standards -Communicate and collaborate with management team -Take action on tasks communicated from corporate -Train new employees -Use past data to predict trends of business -Responsible for opening and closing the store and ensuring all systems are working properly -Continue all associate tasks and responsibilities
Process vehicle registration renewals for entire Fleet. Manage with vehicle data.
* Periodic reviews of client’s holdings * Creating portfolio reviews and other documents by compiling clients’ assets * Determining investment patterns * Working with clients * Assisting financial advisors to explain current and future market trends * Reviewing advisor’s suggestions to clients
• Tutor students in the Corporate Finance class • Communicate and explain the calculations and concepts such as: time value of money, bond and stock prices, cost of capital and capital structure and leverage • Strategically determine a method of explanation to comprehend