Stephan Choutov
Sunnyvale
Summary
Entry-level financial analyst with a solid foundation in financial planning and analysis. Demonstrated ability to develop comprehensive personal financial plans and analyze client data, utilizing Python and Stata for insightful reporting. Strong communication skills support effective client relationships and accurate financial reporting.
Overview
6
6
years of professional experience
Work History
Behavioral Technician
Novo Behavioral Therapy
02.2026 - Current
- Executed individualized treatment plans for clients with behavioral challenges to foster behavioral improvement.
- Engaged children in play activities that promoted language development, motor skills, self-help skills, cognitive functioning.
- Supported clients in therapeutic activities to enhance engagement and skill development.
- Documented client interactions and behaviors to inform treatment adjustments and track progress.
Financial Advisor
New York Life Insurance
San Jose
08.2025 - 02.2026
- Analyze client financial data to assess risk and long-term goals, conducting pro forma analysis and wealth projections.
- Developed personalized financial planning, insurance, and investment strategies, using Excel to create detailed client investment reports and balance sheet summaries.
- Built strong client relationships, leading to increased service satisfaction.
Behavioral Therapist
Kyo Autism Therapy
09.2024 - 08.2025
- Implemented ABA-based behavior intervention plans to support client development.
- Tracked and analyzed behavioral progress data, developed PowerPoint visualizations to guide intervention strategies.
- Collaborated with parents and clinical supervisors, communicated progress updates to ensure accountability in treatment adjustments.
Financial Planning Intern
Northwestern Mutual
01.2024 - 08.2025
- Supported development of comprehensive personal financial plans, enhancing client financial strategies.
- Conducted research to inform advisor presentations, improving client engagement.
- Facilitated investment and insurance product training, increasing advisor knowledge and service effectiveness.
FP&A Intern
Swave Photonics
01.2023 - 01.2024
- Assisted in budgeting, forecasting, and variance analysis to provide insights for financial decision-making.
- Created financial reports and management presentations to communicate key findings to stakeholders.
- Analyzed financial data using Python and Stata to identify trends and inform strategic planning.
FP&A Sales Associate
Auto Zone
Santa Cruz
06.2023 - 09.2023
- Assisted customers in selecting automotive parts and accessories.
- Processed customer transactions efficiently at the register.
- Provided knowledgeable support on product specifications and compatibility.
Behavioral Therapist
Center for Autism and Related Disorders
01.2020 - 01.2022
- Delivered one-on-one therapy sessions.
- Documented behavioral data accurately.
- Followed structured treatment protocols.
Education
Bachelor's Degree - Business Management & Economics
University of California, Santa Cruz
Associate Degree -
De Anza College
Cupertino, CAHigh School Diploma -
Saint Francis High School
Mountain View, CASkills
- Financial Analysis & Planning
- Accounting and Taxation
- Python
- Stata
- Client Communication
- Leadership & Team Coordination
- ABA techniques
- Data analysis
- Problem solving
- Time management
- Rapport building
Skills
Financial Analysis & Planning, Accounting and Taxation, Python, Stata, Client Communication, Leadership & Team Coordination
Languages
Russian
Full Professional
Timeline
Behavioral Technician
Novo Behavioral Therapy
02.2026 - Current
Financial Advisor
New York Life Insurance
08.2025 - 02.2026
Behavioral Therapist
Kyo Autism Therapy
09.2024 - 08.2025
Financial Planning Intern
Northwestern Mutual
01.2024 - 08.2025
FP&A Sales Associate
Auto Zone
06.2023 - 09.2023
FP&A Intern
Swave Photonics
01.2023 - 01.2024
Behavioral Therapist
Center for Autism and Related Disorders
01.2020 - 01.2022
Bachelor's Degree - Business Management & Economics
University of California, Santa Cruz
Associate Degree -
De Anza College
High School Diploma -
Saint Francis High School