About Ben Platt:
Seeking work in financial or data analytics. Background in finance, effective at working with clients of all levels and backgrounds. Energetic and personable with an adaptable approach. Successful in supporting client financial goals through astute behavioral guidance.
Experience
Financial Coach, July 2022-December 2022
- Assess financial health and identify areas for behavioral improvement with clientele
- Guide clients in building savings, eliminating debt, and generating wealth
Member Engagement Specialist, Goldenwest Credit Union, January 2020-July 2020
- Present solutions to the financial needs of our members
- Build relationships with credit union members
Quality Assurance Specialist, Progrexion, December 2018-January 2020
- Review and provide feedback to employees regarding compliance to US laws and regulations
- Collaborate with team members using Excel documents
Credit Repair Specialist, Progrexion, June 2017-December 2018
- Handle difficult situations with clientele with solution-based focus
- Develop a deep understanding of various financial concepts and practices
Education
Brigham Young University – Idaho
Bachelors in Business Finance
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