David Jean-Julien
Waldorf
Summary
Results-driven finance professional prepared to leverage extensive consulting experience in senior role. Known for providing strategic financial insights and enhancing client portfolios. Focused on collaborative team efforts and achieving measurable outcomes. Highly adaptable to dynamic financial environments with excellent analytical and advisory skills.
Overview
6
6
years of professional experience
Work History
Senior Financial Consultant
Spectra Credit Union
06.2023 - Current
- Leveraged advanced analytical tools to assess the viability of potential investments for clients'' portfolios.
- Educated clients on various financial matters and provided professional recommendations on investment opportunities, products, and services based on each clients' individual needs.
- Assisted clients in selecting appropriate loan products for their needs, resulting in higher customer satisfaction.
- Emerging Young Professional (2024, 2025)
Member Service Representative
United States Senate Federal Credit Union
04.2022 - 02.2023
- Answered customer inquiries regarding account balances, transaction history, services charges, and interest rates.
- Improved customer satisfaction by efficiently processing transactions and addressing account inquiries.
- Conducted daily audits of cash drawer, ensuring accuracy and compliance with bank policies.
- Exceeded personal sales goals consistently by proactively engaging with customers and identifying their financial needs.
Movie Crew Member
AMC Theatres
06.2019 - 11.2019
- Demonstrated adaptability by working various positions within the theater as needed, including box office cashier, concession attendant, usher duties.
- Developed strong relationships with regular customers through friendly interactions and personalized recommendations based on their preferences.
- Maintained a balanced cash drawer, ensuring accurate accounting at the end of each shift.
- 2x Employee of the Month
Education
Bachelor of Science - Finance
University of Maryland Global Campus
Hyattsville, MD05-2025
Associate of Science - General Studies
Montgomery College
Rockville, MD05-2022
Skills
- Adaptability and flexibility
- Data analytics
- Financial analysis
- Microsoft Office Proficient
Timeline
Senior Financial Consultant
Spectra Credit Union
06.2023 - Current
Member Service Representative
United States Senate Federal Credit Union
04.2022 - 02.2023
Movie Crew Member
AMC Theatres
06.2019 - 11.2019
Bachelor of Science - Finance
University of Maryland Global Campus
Associate of Science - General Studies
Montgomery College
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