Ian Evenson
Roseville
Summary
To seek and maintain full-time position that offers professional challenges utilizing interpersonal skills, excellent time management and problem-solving skills.
Overview
6
6
years of professional experience
1
1
Certification
Work History
Financial Services Representative
MassMutual
01.2022 - Current
- Built and established relationships with clientele to improve future business opportunities.
- Maintained updated records of all financial transactions to support traceability.
- Advised clients on favorable investment opportunities to meet established financial goals.
- Worked with clients to develop financial planning strategies and solutions through evaluation of finances.
Prepper
Surf Thru Express Car Wash
05.2020 - 04.2021
- Fast pace work responsible for satisfying all customer needs
- Provide friendly service while completing job efficiently.
Site Supervisor's Assistant
Cresleigh Homes
05.2018 - 08.2019
- Responsibilities include inspection and execution of home turnovers
- Managed field team in the absence of Site Supervisor
- Prioritized daily objectives and delegated tasks to team in order to exceed expectations of property site.
Education
Bachelor of Science - Business Management
California State University Chico
Chico, CA12.2021
Skills
- Problem Solver
- Strong Leadership
- Time Management
- Attention to Detail
- Positive Attitude
- Emotional Intelligence
- Self Starter
- Client Relationship Management
Certification
- California Life and Health License
- Securities Industries Essentials (SIE)
- Series 6
- Series 63
Awards Certificates
- Wildcat Leadership Institute Certificate, 11/01/19
- American Legion Scholarship, 06/01/17
- Philanthropy Chair for Non-Profit Organization, 08/01/19, 08/01/20
- Fundraiser Chair for Non-Profit Organization, 08/01/19, 08/01/20
- Vice President for Non-Profit Organization, 08/01/20, Present
Timeline
Financial Services Representative
MassMutual
01.2022 - Current
Prepper
Surf Thru Express Car Wash
05.2020 - 04.2021
Site Supervisor's Assistant
Cresleigh Homes
05.2018 - 08.2019
Bachelor of Science - Business Management
California State University Chico
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