Summary
Overview
Work History
Education
Skills
Timeline
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Dylan Knotts

Naperville

Summary

Wealth management intern with a strong foundation in financial analysis, portfolio management, and client relations. Skilled at market research, risk assessment, and developing investment strategies. Brings a competitive, team-driven mindset shaped by a passion for sports, applying the same focus and discipline to optimizing financial performance. Known for adaptability, analytical thinking, and clear communication in fast-paced environments

Overview

4
4
years of professional experience

Work History

Wealth Management Intern

Expressive Wealth
03.2025 - 08.2025
  • Analyzed client portfolios to identify investment opportunities and risk exposure.
  • Conducted market research to support investment strategies and asset allocation decisions.
  • Streamlined internal processes by implementing efficient data management systems and workflows.
  • Assisted financial planners with research and collecting data.
  • Collaborated with senior advisors on client account management and service enhancements.
  • Developed financial models to project potential investment outcomes based on market trends.

Maintenance Facilitator

MSU Infrastructure Planning & Facilities (IPF)
11.2024 - 04.2025
  • Facilitated engaging workshops to enhance participant understanding and collaboration.
  • Developed customized training materials to address specific audience needs and learning styles.
  • Implemented feedback mechanisms to gather insights for continuous improvement of sessions.

Lifeguard Manager

River Run Clubhouse
03.2021 - 08.2024
  • Monitored pool activities to ensure safety and compliance with regulations.
  • Assisted in training new lifeguards on emergency procedures and safety protocols.
  • Conducted regular inspections of pool facilities for cleanliness and safety hazards.
  • Responded promptly to emergencies, providing first aid and rescue assistance as needed.

Education

Bachelor of Science - Data Science

Michigan State University
East Lansing, MI
05-2027

Bachelor of Arts - Economics

Michigan State University
East Lansing, MI
05-2027

Skills

  • Microsoft Excel
  • Social media marketing
  • Cash flow analysis
  • Fundamental analysis
  • Portfolio management
  • Problem-solving
  • Attention to detail
  • Market analysis

Timeline

Wealth Management Intern

Expressive Wealth
03.2025 - 08.2025

Maintenance Facilitator

MSU Infrastructure Planning & Facilities (IPF)
11.2024 - 04.2025

Lifeguard Manager

River Run Clubhouse
03.2021 - 08.2024

Bachelor of Science - Data Science

Michigan State University

Bachelor of Arts - Economics

Michigan State University

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Dylan Knotts