Joshua Addison
Macon
Summary
- Energetic financial services professional highly effective at working with clients of all levels and backgrounds. Friendly and personable with adaptable approach. Over two years of success supporting client financial goals through astute insurance and financial guidance. Dedicated and organized financial professional with outstanding relationship-building and problem-solving skills.
- Driven to exceed expectations and operate effectively in fast-paced, high-pressure environments. Self-motivated team player adept at cultivating partnerships and building lasting relationships across all demographics and management levels. Dynamic and reliable with exceptional customer service and communication skills.
- Meticulous with expertise in financial management and client counseling. Evaluates client assets and risk tolerance to inform strategies and increase revenue. History of helping clients reach financial goals.
Overview
8
8
years of professional experience
Work History
Financial Planning Analyst and Representative
Northwestern Mutual
Macon
06.2021 - Current
- Cultivated trust with clients to offer peace-of-mind throughout wealth management strategizing.
- Identified, analyzed and monitored data related to profitability, growth and productivity.
- Gathered and distilled financial data, preparing reports and presentations for periodic leadership reviews.
- Developed financial analysis reports and presentations by applying acquired financial principles.
- Informed investment decisions by analyzing financial information to forecast business, industry or economic conditions.
- Illustrated concepts with charts and graphs showing historical and forecasted trends.
Operations Manager and Grand Opening Trainer
Chick-fil-A Zebulon Road
Macon
01.2018 - 05.2021
- Upheld high standards of productivity and quality in all areas of operations.
- Contributed to team safety and productivity by removing safety hazards and keeping areas neat and well-stocked.
- Assisted newly hired team members by explaining company procedures and safety requirements.
- Recruited, hired and trained crew members on application of projects, customer relations and customer service.
- Oversaw financial management, budget management, accounting and payroll activities.
Education
BBA - Entrepreneurship
Mercer University
Macon, GA12.2021
Skills
- Cross-functional collaboration
- Contingency planning
- Framework development
- Comparative analysis
- General ledger journal entry
- Expense and revenue analysis
- Research and Data Analysis
- Analyzing performance
Personal Interests
In addition to my professional image, I find my personal interests formative to my professional development. I am thoroughly immersed into gardening, poetry and linguistics, and education on how music intertwines with a person's success into business application and development.
Timeline
Financial Planning Analyst and Representative
Northwestern Mutual
06.2021 - Current
Operations Manager and Grand Opening Trainer
Chick-fil-A Zebulon Road
01.2018 - 05.2021
BBA - Entrepreneurship
Mercer University