Zachary Bartlett
Economics and Finance University Student
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About
University Student who is looking for opportunities to help and make a difference in my community however that may look. Has shown proven skills in making decisions on the fly, adapting to changing circumstances, analytical decision making. Currently enjoying investing as a pastime, hoping to take the steps to turn a passion into a real career. A motivated and self-disciplined individual who won't give up on completion of any task no matter the problem put in his way.
Experience
BUSINESS ANALYST | 05/2022 to 08/2022
Knowledge First Financial – Falcone Branch, Woodbridge, ON
- Developed online marketing materials supporting customer acquisition and account servicing
- Designed a customer sales & servicing dashboard, identifying key customer information and contact dates for efficient customer service
- Market research into multiple customer profiles to extract meaningful values, wants and needs, in order to create more beneficial sales and marketing material
Knowledge First Financial - Mississauga, ON
- Performed daily reconciliations on cash disbursements on accounts payable and investments, including investment performance analysis.
- Monthly financial statement preparation for one of KFF’s Education Savings Plans.
- Prepared litigation support through risk analysis on cancellation rates and future liabilities.
- Developed an Excel program to improve automation in the financial reporting of RESP’s.
Education
Wilfrid Laurier University - Waterloo, ON | Bachelor of Arts
(BA) Economics and Financial Management, Expected in 06/2024
Member, Laurier Economics Club & Laurier Investment and Finance Association
Programs: 1st year Leadership Program (2020) & LEC Research Analyst (2022-2023)
