Printing tool Download PDF

Summary

Financial Professional with experience assessing small business credibility and performance.  Additional proven experience working with small business owners through energy efficiency projects 

Work History

Aug 2018Jan 2019

Financial Analyst

Snap Advances
  • Evaluate credit applications and risk profiles of small to medium sized businesses through analysis of financial statements, credit references, bank and credit card statements, and other research
  • Assessed applicants risk category based on a comprehensive view of information collected and apply internal credit policies and standards to calculate appropriate funding offers
Jan 2017Aug 2018

Account Executive

Willdan Group
  • Meet with community leaders across Utah, Idaho, and Wyoming
  • Lead outreach campaigns targeted for small businesses
  • #2 Sales performer 2017 and #1 Sales performer YTD 
  • Audited and Sold 500+ retrofit lighting projects   
Dec 2014Jul 2015

Financial Associate

Favia Financial Group
  • Performed portfolio audits and generated investment proposals for an AUM of $100 million
  • Responsible for Financial Technology Integration, Implementation, and Deployment
  • eMoney Advisor, Morningstar, Envestnet, and Redtail Specialist 
May 2014Sep 2014

Research Analyst

Financial Services Group Inc.
  • Created long-term care guide for clients
  • Interviewed over 50 facilities in Southeastern Wisconsin to create facility profiles
  • Conducted research on nursing homes, RCAC's, and CBRF's
  • Used excel to create database and pivot tables of all long-term care options in Wisconsin 

Education

Aug 2015Dec 2016

Master of Science, Finance

University of Utah, Eccles School of Business
Aug 2011May 2015

Bachelor of Science, Finance

Lewis University College of Business

Created withVisualCV