Reid Black
Financial Planner
27 years old
Driving License
Houston (77479) United States (Texas)
Professional Status
Student
Looking for an internship
About Me
Business candidate experienced in financial statement review, and market evaluation. Perceptive thinker with a motivated mentality, time management and organizational skills, and a drive to exceed given standards. Experienced working alone as well as in groups with ability to develop and deliver quality presentations. Quick learner willing to adjust and adapt to new workplace environments.
Analyst Intern
Oppenheimer & Co. Inc
June 2019
to August 2019
Houston
United States - Texas
- • Exanimated 30+ quarterly and annual reports of fortune 500 companies and presented analytical findings
- Evaluated and proposed estimated values for future investments
- Shadowed and coordinated with Oppenheimer's financial advisors regarding risk assessments of assets
- Supported in the creation of a marketing agenda to attract possible clients
File Clerk
The Law Office of Catherine Scheid
May 2018
to August 2018
Houston
United States - Texas
- • Prepared and compiled 2,000+ client documents for usage in litigation
- Collaborated with staff to assess effective client guidance establishing client cooperation
- Instructed co-workers on maximizing operational efficiency increasing client satisfaction and profitability with comprehensive decision making
File Clerk
The Black Law Firm
May 2017
to August 2017
Part-time
Houston
United States - Texas
- • Managed and organized client documents in preparation for trials assuring compliance with state laws
- Examined 20+ client accounts to ensure financial security and deter legal ramifications
- Safeguard of previous clients' assets via organization and technical analysis of legal documents
Skills
Planning and Organizing
- • Organize data through advanced knowledge of Excel for corporate decision making
- • Write business letters, memoranda, and reports
- • Develop and deliver multimedia business presentations
- • Convert business data into effective graphic formats
