Carter T. O'Neil
Royersford
Summary
Personable and dedicated with strong aptitude for financial analysis and client relations. Well-versed in market trends and investment strategies, combined with proficiency in data analysis and financial planning software. Committed to delivering tailored financial solutions that enhance clients' financial well-being.
Overview
4
4
years of professional experience
Work History
Financial Advisor Development Program
Vanguard
06.2023 - Current
- Built strong client relationships, fostering trust and loyalty in managing their financial portfolios.
- Educated clients on various financial matters and provided professional recommendations based on each clients' individual needs.
- Established new client relationships by conducting thorough needs assessments during initial consultations.
- Assisted customers in navigating company website and placing online orders, improving overall user experience.
Controller Assistant Intern
Jireh Metal Products
05.2022 - 09.2022
- Assisted in the implementation of new Enterprise Resource Planning software. Backlogged monthly financial statement data for the prior six and a half years.
Public Accounting Intern
H & S Companies
05.2021 - 08.2021
- Worked on site with team members and clientele to efficiently produce three accurate audits of public institutions.
- Communicated with clients to gather information regarding individual and corporate tax returns; completed over 75 1020, 1120, and 1099 tax returns.
Education
Master of Science - Financial Planning And Wealth Management
Michigan State University
East Lansing, MI05.2023
Bachelor of Arts - Accounting And Information Systems
Michigan State University
East Lansing, MI05.2022
Skills
- SIE, Series 7 & 66 holder
- Successful completion of the CFP exam
- Sales expertise
- Relationship building and management
Affiliations
- Phi Gamma Delta Fraternity, Financial Chair/ Scholarship Chair
- MSU Division III Men’s Ice Hockey Team, Member
- MSU IM Basketball, Member
- Sparty Foundation Scholarship, Scholarship Recipient
Timeline
Financial Advisor Development Program
Vanguard
06.2023 - Current
Controller Assistant Intern
Jireh Metal Products
05.2022 - 09.2022
Public Accounting Intern
H & S Companies
05.2021 - 08.2021
Master of Science - Financial Planning And Wealth Management
Michigan State University
Bachelor of Arts - Accounting And Information Systems
Michigan State University
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