Kobe Gustafson

Currently, I work as a financial services representative at MassMutual Oregon. This opportunity has allowed me to gain valuable, in-depth experience in the financial planning and insurance industry. Some of the duties that I perform daily include personalized financial analysis, retirement planning, risk assessment, and insurance evaluation. I have also built, maintained, and expanded upon professional relationships with more than 25 clients. Additionally, I am studying for the Series 7, 65, and 63 exams. 

Professional Experience 

MassMutual Oregon 

June 2023 – Current 

Financial Services Representative – Lake Oswego, OR

Consulting with clients to determine and achieve their financial goals through tailored financial planning services centered around tax efficiency, retirement planning, and insurance

Developing, maintaining, and expanding upon financial planning relationships with over 25 clients through exceptional service and continuous prospecting

Scheduled appointments, led presentations, and educated clients on complex financial instruments and concepts

Wayward Sandwiches 

April 2021 – September 2021 

Dining Room Attendant – Canby, OR

Recorded financial transactions using a digital POS system and managed company inventory

Prepared End-of-Day reports regarding financial sales transactions and payments
 

Read-Bentz Insurance 

September 2015 – September 2020 

Custodian – Canby, OR

Performed weekly cleaning and disinfection of offices and conference rooms

Conducted routine maintenance and repairs

Oregon State University

Bachelor of Science in Finance, Minor in Public Health 

2020 - 2023

Combined GPA: 3.46/4.00

Clackamas Community College

Associate of Arts, Oregon Transfer Degree 

2019 - 2020 

Combined GPA: 3.68/4.00