Christian Gotzman
Feasterville
Summary
Highly motivated and goal-driven Financial Analyst skilled in collecting, monitoring and studying data to analyze financial status and recommend business strategy. Experienced in qualitative and quantitative analysis, contract management and forecasting. Tech-savvy in use of spreadsheets, accounting and financial management software.
Overview
10
10
years of professional experience
Work History
Financial Advisor
Prudential Advisors
09.2023 - Current
- Helped individuals and families build and execute wealth management strategies based on unique goals and objectives.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Cultivated and strengthened relationships with new clients and educated clients on account services and capabilities.
- Worked with clients to support understanding of rationale and details of financial strategies.
Medical Records Clerk
Rheumatology Specialty Center
06.2021 - 07.2021
- Obtained necessary signatures on information release forms to obtain medical and treatment records from other service providers.
- Uploaded physician progress notes, history, and physicals into electronic medical records.
- Maintained patient confidence by keeping patient records information confidential.
- Maintained patient records in compliance with security regulations.
Grocery Clerk
Acme Markets, Inc
05.2015 - 11.2019
- Pleasantly greeted customers and provided prompt and courteous service.
- Rotated grocery products ensuring that expired or spoiled items were immediately removed and adhered to "first in, first out" rule.
- Used pallet jacks and hand trucks to move merchandise to sales floor for stocking.
- Helped customers complete purchases by moving heavy items, collecting payments, and bagging purchases.
Education
Bachelor of Arts - Economics
University of Pittsburgh
Pittsburgh, PA04-2023
Associate of Arts - Business Administration And Management
Bucks County Community College
Newtown, PA12-2019
Skills
- Series 7
- Series 66
- Securities Industry Essentials
- Life, Accident, and Health Insurance
- Data Entry
- Customer Service
- Retail
- Teamwork
Timeline
Financial Advisor
Prudential Advisors
09.2023 - Current
Medical Records Clerk
Rheumatology Specialty Center
06.2021 - 07.2021
Grocery Clerk
Acme Markets, Inc
05.2015 - 11.2019
Bachelor of Arts - Economics
University of Pittsburgh
Associate of Arts - Business Administration And Management
Bucks County Community College
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