Summary
Overview
Work History
Education
Skills
Accomplishments
Additional Experiences
Related Experiences
Timeline
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Carson Pengress

Anna

Summary

Dynamic financial professional with a proven track record at Northwestern Mutual, excelling in financial analysis and retirement planning. Adept at building client relationships and generating leads, I leverage critical thinking and attention to detail to exceed client goals. Committed to delivering exceptional service and driving results in every interaction.

Overview

3
3
years of professional experience

Work History

Bank Teller

Anna Jonesboro National Bank
Anna
06.2025 - Current
  • Processed customer transactions efficiently and accurately at a regional bank.
  • Managed cash drawer, ensuring accuracy in daily reconciliations.
  • Maintained compliance with banking regulations and internal policies.
  • Handled large sums of money with accuracy while maintaining appropriate levels of security.

Assistant Coach

Anna Jonesboro community high school
Anna
06.2025 - Current
  • Assisted in developing training programs for athletes to enhance performance.
  • Monitored athlete progress and provided feedback to improve skills.
  • Collaborated with head coach to implement tactical game strategies.
  • Evaluated player performance during drills and provided constructive critiques.

Financial Representative

Northwestern Mutual
01.2023 - 01.2024
  • Secured long-term customer accounts, providing recommendations to promote service effectiveness and benefits to exceed client goals and needs.
  • Analyzed customer requirements and recommended efficient investment products.
  • Generated leads through networking events and cold calling.

  • Conducted telephone appointments with prospective clients to build rapport and sell insurance services.

Manager and Head Lifeguard

Anna City Pool
Anna
06.2022 - 09.2023
  • Managed the chemical levels of the water daily
  • Performed monthly checkups on all lifeguards to ensure they were able to do their jobs to the fullest.
  • Organized and planned parties
  • Made the weekly schedule

Education

Bachelor's Degree - Business Administration Minor in Finance

Southeast Missouri State University
Cape Girardeau, MO
05.2025

Associate Degree -

Shawnee Community College
01.2023

High School -

Anna-Jonesboro Community High School
Anna, IL
01.2021

Skills

  • Financial analysis
  • Retirement planning
  • Attention to detail
  • Time management
  • Sales analysis
  • Critical thinking skills

Accomplishments

  • Dean's list, First year of Shawnee Community College
  • Honors List, At SEMO from 08/2023 to current

Additional Experiences

  • CPR Certified, 05/2024
  • Captain of the Football Team, Senior year of high school, 2021

Related Experiences

  • Intern, Northwestern Mutual, Financial Representative, 08/2023, 05/2024
  • Manager and Head Lifeguard, Anna City Pool, 06/2022, 08/2023, Managed the chemical levels of the water daily, Performed monthly checkups on all lifeguards to ensure they were able to do their jobs to the fullest, Organized and planned parties, Made the weekly schedule
  • Lifeguard, Anna City Pool, 06/2021, 08/2021
  • Heired Contractor, Amazon, Organized packages and planned a route for delivery

Timeline

Bank Teller

Anna Jonesboro National Bank
06.2025 - Current

Assistant Coach

Anna Jonesboro community high school
06.2025 - Current

Financial Representative

Northwestern Mutual
01.2023 - 01.2024

Manager and Head Lifeguard

Anna City Pool
06.2022 - 09.2023

Bachelor's Degree - Business Administration Minor in Finance

Southeast Missouri State University

Associate Degree -

Shawnee Community College

High School -

Anna-Jonesboro Community High School
Carson Pengress