Zachary Bartlett

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.

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.

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)