Antoine Boddie
Calumet City
Summary
Results-driven finance graduate with hands-on experience in financial services, client advisory, and investment planning. Proven ability to assess financial needs, present tailored solutions, and manage client relationships through roles in insurance, wealth management, and trading simulations. Strong analytical and communication skills developed through client-facing roles at Primerica, coupled with technical proficiency in Microsoft Excel, portfolio analysis, and financial modeling. Passionate about helping clients build and preserve wealth, with a career focus on trading and advisory services within dynamic financial institutions.
Overview
6
6
years of professional experience
Work History
Clerical Worker
Benford Protection Group
Chicago
01.2024 - 05.2025
- Supported the finance department in preparing and examining financial records.
- Managed employee accounts, payroll schedules, and documentation audits.
- Built Excel-based dashboards to streamline reporting and meeting schedules.
Insurance Agent
Primerica Financial Services
Chicago
09.2020 - 05.2025
- Consulted over 100 clients on life, auto, and home insurance, as well as investment products.
- Performed customized financial needs analyses, aiding clients in developing long-term financial strategies.
- Presented complex financial products and market trends to individuals and families to promote portfolio diversification.
- Managed the client acquisition pipeline and followed up on underwriting decisions, improving policy conversion rates.
- Oversaw business retention, and supported junior team members in licensing and compliance training.
- Maintained a CRM system to track over 200 client profiles and policy renewals.
Microsoft Trainer
GILGAL
Atlanta
02.2021 - 04.2021
- Leveraged observation, research, and practice to continuously improve facilitation skills.
- Service work for the women of GIGAL, teaching the basics of Microsoft Excel.
- Achieved target results by enhancing and changing teaching strategies to maximize progress.
- Delivered virtual and in-person Excel training sessions, focused on financial modeling and data entry.
- Collaborated with the development team to enhance technical training content and learner assessments.
Marketing Intern
Burrell Communications
Chicago
05.2019 - 07.2019
- Researched emerging market trends for client presentations.
- Assisted in creating marketing decks using PowerPoint and Excel for brand campaigns.
Education
Bachelors Degree - Finance
Morehouse College
Atlanta05.2023
Skills
- Financial analysisInvestment planningRisk profiling
- Client relationship managementProspecting and retention
- Microsoft Excel (PivotTables, VLOOKUP, financial functions)
- Microsoft PowerPoint CRM systems Presentations
Languages
English
Details
- Calumet City
- United States
- (312) 721-1031
- Boddieant@gmail.com
Timeline
Clerical Worker
Benford Protection Group
01.2024 - 05.2025
Microsoft Trainer
GILGAL
02.2021 - 04.2021
Insurance Agent
Primerica Financial Services
09.2020 - 05.2025
Marketing Intern
Burrell Communications
05.2019 - 07.2019
Bachelors Degree - Finance
Morehouse College
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