Ollie Sheen

I am a conscientious and driven A-Level student with experience in IT, mortgage broking, and financial advising strengthening my interest for finance. Described by mentors as "hardworking", I bring a professional and proactive approach to every task. I stay up to date with global markets through my Wall Street Journal membership and am eager to pursue a career in finance, where I can apply my skills to real-world challenges.

The Micro economic section of my economics course spikes the most interest for me as it includes the deep analysis of business functionality and behavioural aspects; Although I still enjoy macroeconomic concepts and how they apply to my life.

IT Specialist at Switch Shop ltd (2024-12 – 2025-01)

• I gained insight about and helped create invoices
• By shadowing the sales, accounting and media teams I learnt the way in which they aim to ensure efficiency and success
• Sat in on cold calls and observed the techniques they use to remain successful
• Created marketing posters for social media

Mortgage Broker at Koto Financial Services (2025-06 – 2025-08)

• Learnt how to utilise software such as sprift, revolution and sourcing brain.
• Attended meetings with lenders such as Santander, Vitality and Leeds Building Society about upcoming market changes and new services offered by such firms
• Acquired knowledge about bridging loans and equity release options for mortgages
• Conducted Decisions in Principle considering the criteria clients must meet to secure loans and the amounts of loans they are able to receive. This involved screening bank statements and deep personal analysis.
• I helped develop a more efficient way of obtaining client information for the company.

Financial Advisor at Aqua Wealth Management (2025-06 – 2025-08)

• Acquired knowledge on investment strategies, ISA's, Pensions, Protection and more.
• Learnt how to efficiently organize data on clients and advisors about transaction information.
• Input statutory accounts accurately using excel

VIP Service Attendant at Watford FC (2025-06 – 2025-08)

• Ensure my 3 boxes are constantly topped up with all the units that may be required
• Conduct stock checks and closing counts to make sure the club doesn't incur financial loss
• Serve customers on match day and ensure clear consistent standards tailored to the clients requests

GCSEs – Verulam Boys School (2019-09 – 2024-08)

A-Levels – Verulam Boys School (2024-09)