Connor Reed

Connor Reed

Financial Analyst

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Summary

Currency Capital, Santa Monica, California
April – December 2017
Sales Rep
• Identified and cold called potential clients
• Was the main point of contact between potential clients and Currency Capital
• Received calls and applications from business owners about financing their business
• Discussed our client’s company goals and educated them on the programs best suited to get them there

Reed & Ball Wealth Management, Thousand Oaks, California
Summers 2012 – 2015
Wealth Management Intern
• Supported Financial Planning, Estate Planning, and Asset Management activities over the course of 4 summers
• Prepared financial reports, with client account data, for capital gains and other tax-related metrics
• Responsible for data entry and maintenance in company’s CRM system (Junxure) and document management program (WORLDOX)
• Completed project to review all client and vendor data, ensure accuracy, and make necessary updates

NPHS Soccer Coach, Newbury Park, California
December – March 2016-2017 and 2017-2018
• Head coach for Frosh-Soph program in 2016-2017 season and Varsity assistant coach in 2017-2018 season

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