Financial Services Representative
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Currently, I work as a financial services representative at MassMutual Oregon. This opportunity has allowed me to gain valuable, in-depth experience in the financial planning and insurance industry. Some of the duties that I perform daily include personalized financial analysis, retirement planning, risk assessment, and insurance evaluation.
I have also built, maintained, and expanded upon professional relationships with more than 25 clients. Additionally, I am studying for the Series 7, 65, and 63 exams.
June 2023 – Current
Financial Services Representative – Lake Oswego, OR
Consulting with clients to determine and achieve their financial goals through tailored financial planning services centered around tax efficiency, retirement planning, and insurance
Developing, maintaining, and expanding upon financial planning relationships with over 25 clients through exceptional service and continuous prospecting
Scheduled appointments, led presentations, and educated clients on complex financial instruments and concepts
April 2021 – September 2021
Dining Room Attendant – Canby, OR
Recorded financial transactions using a digital POS system and managed company inventory
Prepared End-of-Day reports regarding financial sales transactions and payments
Read-Bentz Insurance
September 2015 – September 2020
Custodian – Canby, OR
Performed weekly cleaning and disinfection of offices and conference rooms
Conducted routine maintenance and repairs
Bachelor of Science in Finance, Minor in Public Health
2020 - 2023
Combined GPA: 3.46/4.00
Associate of Arts, Oregon Transfer Degree
2019 - 2020
Combined GPA: 3.68/4.00
