Summary
Overview
Work History
Education
Skills
Websites
Community Service
Extracurricular Activities
Certification
Affiliations
References
Timeline
Generic
Carson Huber

Carson Huber

Jackson

Summary

Results-driven business finance graduate from Piedmont University in May 2025. Skilled in portfolio management, Excel (pivot tables, VLOOKUP, data visualization), and delivering actionable insights. Strong team collaborator with a track record of leadership and networking, eager to apply analytical expertise in corporate finance, banking, or financial management to optimize strategic decision-making and drive organizational growth.

Overview

3
3
years of professional experience
1
1
Certification

Work History

Financial Professional Associate

49 Financial
Atlanta
05.2025 - 07.2025
  • Scheduled client meetings and prepared necessary documentation for consultations.
  • Utilized CRM software to track leads and manage client relationships effectively.
  • Assisted clients in understanding financial products and services offered by the firm.

Financial Analyst Internship

Aylo Health
05.2024 - 08.2024
  • - Delivered financial reports on insurance trends, identifying $50K in recoverable claims.
  • - Built financial models in Excel (pivot tables, VLOOKUP, data visualization) for strategic planning.
  • - Provided actionable insights to senior management, enhancing operational efficiency.

AMA Class case study

Piedmont University
03.2023 - 05.2023
  • - Developed a 42-page sustainability marketing plan for any business; earned honorable mention among 100+ entries.
  • - Collaborated with a 5-member team to integrate financial projections and market research, ensuring a cohesive plan.

Project Intern

American Global Wealth Services
05.2022 - 07.2022
  • - Supported portfolio analysis for $5M+ in client assets under broker mentorship.
  • - Organized Excel-based client data to streamline reporting processes.
  • - Developed detailed financial reports, market insights, and presentations for senior management and external stakeholders to support decision-making.

Education

Bachelor of Science - Finance

Piedmont University
Demorest, GA
05.2025

Skills

  • Data analysis
  • Financial services
  • Excel functions
  • Client relationship management
  • Financial modeling
  • Problem solving
  • Presentation skills
  • Capital markets
  • Written communication
  • Decision-making
  • Economic research

Community Service

  • The Orchard Golf & Country Club, Cart Boy, 2024-03, 2025-05, - Resolved 20+ daily member inquiries, improving guest satisfaction., - Networked with high-net-worth members to build professional relationships.
  • PROCO Services, Sales Rep, 2020-05, 2021-05, - Initiated cold calls via phone and in person to develop new business opportunities, - Identified each customer’s specific needs for new and recycled pallets, - Generated 5 new client leads via cold calls as a high school senior, boosting sales by 8%.

Extracurricular Activities

- Piedmont University Baseball Team Member (2021–2024) - American Marketing Association Club Member (2021–2025) - FFA President (2017–2021): Managed $10K annual budget.

Certification

  • Georgia Life, Health, and Accident Insurance License

Affiliations

  • Piedmont University Baseball Team Member
  • American Marketing Association Club member
  • Delta Mu Delta National honors society Member

References

References available upon request.

Timeline

Financial Professional Associate

49 Financial
05.2025 - 07.2025

Financial Analyst Internship

Aylo Health
05.2024 - 08.2024

AMA Class case study

Piedmont University
03.2023 - 05.2023

Project Intern

American Global Wealth Services
05.2022 - 07.2022

Bachelor of Science - Finance

Piedmont University

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Carson Huber