Financial Analyst
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I have built a significant career in the finance sector, primarily at Redwood Credit Union in Santa Rosa, CA, from 2016 to 2024. I worked as a Financial Analyst from 2016 to 2021 and then as an Associate Financial Advisor from 2021 to 2024.
▪ Conducts comprehensive financial needs assessments for clients to identify goals and risk tolerance.
▪ Developed personalized financial plans, including investment strategies, retirement planning, and tax optimization.
▪ Watches market trends and economic indicators to inform investment decisions.
▪ Manages a diverse portfolio of clients through continuous monitoring and provides recommendations based on client needs.
▪ Collaborates with other team members to provide comprehensive financial solutions.
▪ Worked with external departments to build files/reports that met their individual department needs.
▪ Create daily, weekly, monthly, quarterly, and annual reports for Senior Management and monthly Board meetings.
Sonoma State University, Rohnert Park, CA
Bachelor of Science: Business Administration, Finance Concentration
