Summary
Overview
Work History
Education
Skills
Websites
Campus Involvement
Languages
Certification
Timeline
Generic
Alec Capstick

Alec Capstick

Langley

Summary

Passionate and licensed financial professional (LLQP) with a Bachelor of Science in Finance from Miami University, where I balanced rigorous academics with the demands of being an NCAA Division I student-athlete on the varsity hockey team. Proven entrepreneurial background as the owner of two small businesses, with a demonstrated ability to build client relationships, drive business development, and manage operations independently. Bilingual in French and English, with a long-term goal of becoming a top-performing wealth advisor at a leading firm such as RBC Dominion Securities.

Overview

4
4
years of professional experience
1
1
Certification

Work History

Financial Analyst

Dharma Construction Group
11.2024 - 12.2024
  • Conducted detailed financial analysis to identify and evaluate changes in operations, trends and potential areas of improvement.
  • Created and maintained precise and accurate models, charts and reports.
  • Developed financial projections and forecasts to guide investment decisions.
  • Participated in client meetings to discuss financial analysis and investment strategies.
  • Evaluated performance of existing preojects and adjusted accordingly.
  • Reviewed and analyzed project spending throughout project life cycle.

Owner and Operator

Cappy’s Window Revival
05.2023 - Current
  • Executed market research to identify target area by discussing needs with different groups of people along with observing direct competitors
  • Created a brand to show professional identity to promote my services, including logo and business cards
  • Performed door-to-door sales pitch as well as joined network groups to grow clientele
  • Implemented a system in Excel to keep track of income, expenses and ratios to monitor company’s performance
  • Quoted and explained competitive pricing rates for services
  • Provided excellent customer service to build a positive reputation and earn repeat business and referrals
  • Performed necessary work for service with attention to detail and follow up performance feedback

Accounting Assistant

Iron Horse Rentals
05.2021 - 08.2021
  • Invoiced customers weekly and ensured all rentals are billed accurately based on their contracts and purchase orders
  • Managed accounts payable based on vendor terms and avoid late penalty charges
  • Processed payroll for 10 employees, including timesheet verification and approval
  • Reconciled and balanced general ledger accounts, including bank statements
  • Handled all bank deposits and recorded them in the accounting system

Education

Bachelor of Science - Business, Finance

Miami University
Oxford, OH

Skills

  • Bilingual in French and English (spoken and written)
  • Microsoft Office, Quickbooks, SQL
  • Cash flow optimization
  • Small business operations
  • Business marketing
  • Business development
  • Staff management
  • Negotiation
  • Client service
  • Business management

Campus Involvement

  • Miami University NCAA Division I Hockey, Varsity Student-Athlete 2019-2023
  • Dedicated over 40 hours per week to practice, strength and conditioning, mental training, video review, stretching, and taking care of my body while maintaining a full academic load of 4 to 6 courses per semester
  • Miami Junior Redhawks Youth Hockey Association – Engaged in on ice practices, as well as speak to the youth on the importance of school, hard work, being a good teammate, and having fun.

Languages

English
Native or Bilingual
French
Native or Bilingual

Certification

  • Life Insurance License (LLQP) - Completed May 2025
  • Plan to acquire : CSC, CPH, WME, CIM, CFP, CFA asap.

Timeline

Financial Analyst

Dharma Construction Group
11.2024 - 12.2024

Owner and Operator

Cappy’s Window Revival
05.2023 - Current

Accounting Assistant

Iron Horse Rentals
05.2021 - 08.2021

Bachelor of Science - Business, Finance

Miami University

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Alec Capstick