Resume
Zachary T. Baltes 1021 Broadview Blvd S #7, Dayton, OH, 45419
ZacharyB------------ ------------
PROFILE
Skilled YouTuber who successfully garnered more than 50,000 followers on Twitter in the span of three months. Experience using social media platforms and content creation websites to gather targeted, relevant traffic. Decisive and independent thinker with exceptional reasoning and creative insights.
� Excellent attention to detail. � Strong organization and communication.
� Keyword optimization. � Content creation.
� Strong presentation skills � Strong relationship and interpersonal skills.
PROFESSIONAL EXPERIENCE
Appreciation Financial, Financial Advisor, Dayton, OH. August 2019 � Present.
� Provide detailed pension analysis reports, life insurance plan solutions, and/or after-tax and pre- tax retirement plans (such as IRAs or 403(b)/457 plans) for clients.
� Provide in-person support with transactions such as cash value loans, 401(k) loans and withdrawals, rollovers, and exchanges/trades.
Fidelity Investments, Retirement Benefits Case Manager, Covington, KY. September 2016 � July 2019.
� Actively managed a book of clients ranging from 150-200 people preparing for retirement. Set appointments and follow-up calls when necessary to ensure a smooth transition.
� Processed millions of dollars� worth of transactions such as loans, withdrawals, rollovers, and exchanges/trades per day.
Weaver Brothers Inc., Machinist/Quality Insurance, Versailles, OH. Various dates 2014 � 2015.
� Inventory controls: Handled and stacked ~24,192 eggs per hour.
� Warehousing, loaded/unloaded trucks, filled out necessary paperwork, and ensured each truck had correct amount, type, and placement of products.
Sherwin-Williams, Sales Associate, Piqua, OH. June 2013 � August 2013.
� Performed cashier duties by providing product knowledge as well as preparing and selling customized store merchandise to individuals and commercial accounts/contractors.
� Answered phone calls, placed orders, cleaned entire store regularly, and assisted in deliveries.
EDUCATION
University of Cincinnati, Cincinnati, OH. August 2012 � April 2016. Graduated � April 2016.
� Carl H. Lindner College of Business. Bachelor of Business Administration: Marketing.
Zachary T. Baltes 1021 Broadview Blvd S #7, Dayton, OH, 45419
ZacharyB------------ ------------
PROFILE
Skilled YouTuber who successfully garnered more than 50,000 followers on Twitter in the span of three months. Experience using social media platforms and content creation websites to gather targeted, relevant traffic. Decisive and independent thinker with exceptional reasoning and creative insights.
� Excellent attention to detail. � Strong organization and communication.
� Keyword optimization. � Content creation.
� Strong presentation skills � Strong relationship and interpersonal skills.
PROFESSIONAL EXPERIENCE
Appreciation Financial, Financial Advisor, Dayton, OH. August 2019 � Present.
� Provide detailed pension analysis reports, life insurance plan solutions, and/or after-tax and pre- tax retirement plans (such as IRAs or 403(b)/457 plans) for clients.
� Provide in-person support with transactions such as cash value loans, 401(k) loans and withdrawals, rollovers, and exchanges/trades.
Fidelity Investments, Retirement Benefits Case Manager, Covington, KY. September 2016 � July 2019.
� Actively managed a book of clients ranging from 150-200 people preparing for retirement. Set appointments and follow-up calls when necessary to ensure a smooth transition.
� Processed millions of dollars� worth of transactions such as loans, withdrawals, rollovers, and exchanges/trades per day.
Weaver Brothers Inc., Machinist/Quality Insurance, Versailles, OH. Various dates 2014 � 2015.
� Inventory controls: Handled and stacked ~24,192 eggs per hour.
� Warehousing, loaded/unloaded trucks, filled out necessary paperwork, and ensured each truck had correct amount, type, and placement of products.
Sherwin-Williams, Sales Associate, Piqua, OH. June 2013 � August 2013.
� Performed cashier duties by providing product knowledge as well as preparing and selling customized store merchandise to individuals and commercial accounts/contractors.
� Answered phone calls, placed orders, cleaned entire store regularly, and assisted in deliveries.
EDUCATION
University of Cincinnati, Cincinnati, OH. August 2012 � April 2016. Graduated � April 2016.
� Carl H. Lindner College of Business. Bachelor of Business Administration: Marketing.