Clark Swatling
Kernersville
Summary
Hard-working, team-oriented, and analytical individual who is passionate about finance and mathematics; Working toward finding a full time professional finance role where I can contribute to an organization's financial goals.
Overview
6
6
years of professional experience
Work History
Relationship Manager
Tax Protection Plus
07.2025 - Current
- Built and maintained relationships with new and existing clients while providing high level of expertise.
- Communicated regularly with clients to understand needs, evaluate current product use and cross-sell new products.
- Achieved goals for sale of bank products and services and exceeded performance metrics for customer service.
- Developed and cultivated lucrative relationships with both new and existing clients through effective communication and exemplary interpersonal skills.
Senior Account Manager
Anteth Business Solutions
11.2023 - 08.2024
- Established positive working relationships with business representatives and conducted in-depth consultations to identify needs and match them to available solutions.
- Trained a team of Junior Account Managers to increase client base.
- Collaborated with customers to create long-term business and account strategies.
- Attended trade shows, exhibitions, and other events on behalf of the company.
Financial Advisor Trainee
Equitable Advisors
04.2023 - 11.2023
- Assisted clients in planning and funding their retirements by assisting them in managing, customizing, and diversifying their portfolios using mutual funds and other options.
- Educated clients on a variety of financial topics and made professional recommendations on investment opportunities, products, and services based on their unique requirements.
Procure 2 Pay Intern
BDO
06.2022 - 08.2022
- Examined departmental documents to determine proper distribution and filing.
- Pushed for operational changings that resulted in cost savings and higher profit margins.
- Entered data into the company database including payments, account information, and call logs.
College Financial Representative
Northwestern Mutual
09.2021 - 02.2022
- Established lasting relationships with peers, leadership and customers using strong communication and interpersonal skills.
- Supported departmental tasks to increase understanding of industry processes.
- Supported organizational objectives with help from existing employees.
- Participated in on-the-job training, working closely with supervisors and coworkers and asking appropriate questions.
Summer Intern
State Farm
06.2020 - 08.2020
- Devised and implemented processes and procedures to streamline operations.
- Helped meet changing demands by recommending improvements to business systems or procedures.
- Evaluated customer needs and feedback to drive product and service improvements.
Education
B.S.B.A. - Finance
High Point University
05.2025
Skills
- Accounting
- Accounts Payable
- Finance
- Marketing
- Investments
- English
- Teamwork
- Financial Services
- Microsoft Excel
- Decision-Making
- Coaching
- Team Collaboration
- Client Relations
- Microsoft Office
- Record Keeping
- Solution management
- Team leadership
- Financial services
- Financial advising
- Data analytics
- Wealth management
- Strategic planning
- Performance analysis
- Business trend analysis
- Relationship management
- Relationship building
- Critical thinking
Timeline
Relationship Manager
Tax Protection Plus
07.2025 - Current
Senior Account Manager
Anteth Business Solutions
11.2023 - 08.2024
Financial Advisor Trainee
Equitable Advisors
04.2023 - 11.2023
Procure 2 Pay Intern
BDO
06.2022 - 08.2022
College Financial Representative
Northwestern Mutual
09.2021 - 02.2022
Summer Intern
State Farm
06.2020 - 08.2020
B.S.B.A. - Finance
High Point University