William Allen
Financial Associate at Thrivent
- Role
- Associate Representative at Thrivent
- Location
- Seattle, WA, US
- LinkedIn followers
- 500 followers
About William Allen
Finance graduate with the Albers School of Business and Economics in December 2023. I enjoy following the markets and making personal investments for myself and family members, currently pursuing a career in finance.During my internship at Marcus and Millichap (summer of 2022) I learned the ins and outs of commercial real estate, particularly underwriting, producing rent and sale comparables (comps) and sharpened my database management skills. While working for the award-winning Cuban sandwich shop Un Bien, I practiced the fundamentals of running a business, keeping managing inventory and customer relations.
Experience
Associate Representative
Dec 2024 — Present
Providing holistic financial plans to individuals and families with value driven strategies to achieve their financial goals.
Education
Quinlan School of Business, Loyola University Chicago
Bachelor of Business Administration - BBA, Finance, General
2018 — 2021
Albers School of Business and Economics at Seattle University
Bachelor of Business Administration - BBA, Finance
Skills
- Forecasting
- Sales
- Coaching
- Accounts Payable
- Payroll
- Accounts Receivable
- Nonprofits
- General Ledger
- Budgets
- Quickbooks
- Journal Entries
- Cash Management
- Cash Flow
- Fixed Assets
- Leadership
- Training
- Human Resources
- Job Costing
- Strategic Planning
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