Bryce Snyder
El Cajon,CA
Summary
Aspiring financial advisor with a strong foundation in business and finance, seeking an opportunity to apply my knowledge and passion for financial planning in a practical environment. I am an active listener with a coachable attitude, ready to learn and grow in the field. My critical thinking skills, combined with a solid work ethic and determination, make me well-suited for the demands of financial advising. I am planning to sit for the CFP exam upon graduation, and I am eager to contribute to your organization's success while gaining valuable experience on the path to becoming a successful financial advisor.
Overview
4
4
years of professional experience
Work History
Outside Service Attendant
Maderas Golf Club
06.2023 - Current
- Greet arriving guests with a friendly and professional demeanor, creating positive first impression
- Assist guests in a prompt and courteous manner, ensuring their initial experience is seamless
- Engage in conversations with guests, creating a personalized and memorable experience
- Actively listened to guests' preferences and feedback, tailoring service to meet individual expectations
- Contribute to the upkeep of golf club amenities by assisting in the regular cleaning and maintenance of 80 golf carts, contributing to the overall cleanliness and functionality of the facility
Intern
WestPac Wealth Partners
06.2024 - 08.2024
- Worked with senior advisors to review and optimize clients' investment portfolios, resulting in tailored strategies that enhanced alignment with clients' long-term financial objectives and improved portfolio performance
- Conducted comprehensive research and developed a project on identifying and targeting specific market segments for clients, culminating in a detailed presentation of findings and strategic recommendations
- Learned and utilized advanced financial software with over 20 tools to analyze client situations and support decision-making, effectively demonstrating how these tools inform strategic recommendations during client meetings
- Conducted market research and financial analysis to support the preparation of investment recommendations, and presented findings as part of an investment project
- Acquired Life, Accident, and Health Insurance License, demonstrating a thorough understanding of insurance products and regulatory requirements essential for financial advising
Golf Shop Attendant
Singing Hills Golf Resort at Sycuan
08.2020 - 01.2023
- Operated a cash register overseeing daily transactions totaling up to $500, utilizing a POS system to collect payments
- Issues receipts promptly, ensuring accuracy and professionalism in financial transactions
- Addressed customer inquiries and concerns over the phone
- Established rapport with customers to enhance their experience and build a positive relationship with the facility
Education
Bachelor of Science - Business Finance
San Diego State University
San Diego, CA05.2025
Grossmont Community College
El Cajon, CA05-2023
Skills
- Microsoft Excel
- Tableau
- Google Sheets
- POS System proficiency
- Financial Analysis
- Accounting
- Efficient and reliable team member
- Problem-solving and critical thinking
- Strong communication and interpersonal skills
Licenses & Certifications
- Securities Industry Essentials (SIE)
- Life, Accident, and Health
Timeline
Intern
WestPac Wealth Partners
06.2024 - 08.2024
Outside Service Attendant
Maderas Golf Club
06.2023 - Current
Golf Shop Attendant
Singing Hills Golf Resort at Sycuan
08.2020 - 01.2023
Bachelor of Science - Business Finance
San Diego State University
Grossmont Community College
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