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, GA05.2025
Skills
- Data analysis
- Financial services
- Excel functions
- Client relationship management
- Financial modeling
- Problem solving
- Presentation skills
- Capital markets
- Written communication
- Decision-making
- Economic research
Websites
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
Similar Profiles
Taylor FunkeTaylor Funke
Associate at 49 FinancialAssociate at 49 Financial
Cameron McIlhennyCameron McIlhenny
Associate Financial Planner at 49 FinancialAssociate Financial Planner at 49 Financial
Billy FletcherBilly Fletcher
Associate at 49 FinancialAssociate at 49 Financial
Lavonsha FieldsLavonsha Fields
Assistant Property Manager at Mansermar Property GroupAssistant Property Manager at Mansermar Property Group
COURTNEY MURRIELCOURTNEY MURRIEL
Real Estate Agent at Prestige Realty & Investment Co. LLCReal Estate Agent at Prestige Realty & Investment Co. LLC