Caleb Mariotti
Elgin
Summary
Active learner and aspiring Certified Financial Planner with five years of diverse experience in financial advisory, cybersecurity, sales, and installation services. Proven ability to deliver exceptional service and support across various industries. Committed to understanding wealth stewardship from a Biblical perspective while gaining practical experience in financial management. Eager to contribute skills and knowledge to enhance client financial well-being.
Overview
6
6
years of professional experience
Work History
Sales
Cutco
05.2025 - 06.2025
- I learned how to take initiative in generating my own leads through either cold calling or through personal relationships I am grateful to have gathered throughout my life.
- Understood in more depth the value of personal relationships over transactional relationships. A person is worth more than any sum of money.
- Learned how to softly sell a product in targeting customer needs.
- Learned that if you are sold to the product you are selling, the couple/ individual will also be more inclined to what you have to say.
- Strengthened my communication tool belt.
Customer Service Coordinator & Installer
Woodland Windows & Doors
Roselle
06.2022 - 07.2024
- One of two main staff members who scheduled client appointments and handled incoming customer interactions.
- Coordinated and scheduled service appointments.
- Helped assist in installing windows and doors, ensuring client safety and satisfaction.
- Resolve installation issues, enhancing project efficiency.
- Learned how to operate and use specialized tools and techniques to improve installation quality.
Cybersecurity Internship
Red Team Operations - kfivefour
Huntsville
01.2021 - 01.2022
- I was grateful to be a part of a cybersecurity threat analysis internship, shadowing highly trained U.S. government professionals who operate to expose vulnerable firewalls within a company’s network to offer both improved security and strengthened reliability for corporations and their intel.
- I was able to practice these skills in a realistic simulation known as battlegrounds, where the primary objective was to exploit a hacker’s information to secure the clients information.
- I was grateful to obtain valuable experience from seasoned experts in how they identify vulnerabilities and strengthen system resilience within a companies intellectual property.
Caddie
Medinah Country Club
Medinah
02.2019 - 07.2019
- Developed strong communication and client service skills while assisting golfers.
- Learned to listen and respond effectively to client needs, which advocated to improve my service experience and knowledge.
- Gained knowledge in the sport of golf, despite not playing it before, and how to apply these skills to future professional opportunities.
Financial Advising Internship
Steward Guide Kingdom Advising
St. Charles
01.2023
- Gained experience using platforms such as Morning Star to analyze a company’s stocks, ratings, and profitability.
- Shadowed a Certified Financial Planner and Financial Advisor and received valuable life lessons regarding the stewardship of wealth from a Biblical point of view for clients.
- I attended meetings with experienced investors and portfolio managers to study the market.
Education
Bachelor of - Economics & Finance, Accounting
Olivet Nazarene University
Bourbonnais, IL05.2027
Skills
- Financial consulting
- Community engagement
- Communication proficiency
- Practical training
- Certified financial planner knowledge
- Installation expertise
- Biblical finance principles
- Interpersonal abilities
- Prospecting and lead generation
- Wealth stewardship
Extracurricular Activities
Captain of Soccer Team, Wheaton Academy Men’s Varsity Soccer, Olivet Nazarene University
Accomplishments
Cutco Sales: I was grateful to be recognized for exceeding personal sales benchmarks during sales tenure
Timeline
Sales
Cutco
05.2025 - 06.2025
Financial Advising Internship
Steward Guide Kingdom Advising
01.2023
Customer Service Coordinator & Installer
Woodland Windows & Doors
06.2022 - 07.2024
Cybersecurity Internship
Red Team Operations - kfivefour
01.2021 - 01.2022
Caddie
Medinah Country Club
02.2019 - 07.2019
Bachelor of - Economics & Finance, Accounting
Olivet Nazarene University