Michael Boutsikakis
Chicago
Summary
Dynamic and results-driven aspiring financial advisor with a strong academic foundation in business management and finance. SIE and Series 7 Exams completed; currently pursuing Series 63 licensure. Proven skills in financial analytics, modern portfolio theory, and client engagement, with hands-on experience in data interpretation, budget creation, and consultative sales. Seeking a financial advising role starting in August 2025 to bring a combination of analytical expertise and exceptional interpersonal skills to a client-focused organization.
Overview
2
2
years of professional experience
1
1
Certification
Work History
Integrated Media Intern
Continuum Clinical
06.2023 - 08.2023
- Supported digital media campaign planning and optimization for Google Search and Facebook/Instagram platforms.
- Analyzed campaign performance data using pivot tables and Excel to inform decision-making and generate comprehensive client-facing reports.
- Collaborated with teams to create budgets and financial models for media campaigns, ensuring fiscal responsibility and ROI maximization.
Sales Associate
Al Piemonte Ford
06.2022 - 08.2022
- Finalized 32 vehicle sales across roles by identifying client needs and tailoring recommendations to meet their financial and personal goals.
- Guided customers through the financial aspects of their purchases, ensuring they understood costs, payment structures, and loan terms.
Sales Intern
Al Piemonte Ford
06.2021 - 09.2021
- Finalized 32 vehicle sales across roles by identifying client needs and tailoring recommendations to meet their financial and personal goals.
- Guided customers through the financial aspects of their purchases, ensuring they understood costs, payment structures, and loan terms.
Education
Master of Science - Business Management
DePaul University
Chicago, IL03.2025
Bachelor of Business Administration - undefined
DePaul University
Chicago, IL03.2024
Skills
- Financial Analysis & Forecasting
- Portfolio Optimization
- Data Interpretation & Visualization
- Budgeting & Strategic Planning
- Client Relationship Management
- Sales & Negotiation
Certification
- SIE Exam
- Series 7 Exam
- Series 63 Licensure Preparation (Expected August 2025)
Timeline
Integrated Media Intern
Continuum Clinical
06.2023 - 08.2023
Sales Associate
Al Piemonte Ford
06.2022 - 08.2022
Sales Intern
Al Piemonte Ford
06.2021 - 09.2021
Bachelor of Business Administration - undefined
DePaul University
Master of Science - Business Management
DePaul University
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