Christian Gonseth

Performed Know Your Customer (KYC) procedures for a Top 5 US bank on corporate and government customers, processing dozens of cases with a global team. Provided program management support for KYC remediation, monitoring budget, explaining variances, and tracking quality control trends. Supported Risk Data Aggregation management, documenting Control Risk Factors based on Basel III requirements.

Met with qualified client prospects to introduce them to financial planning services and increase their awareness of products. Supported developing recommendations and participated in meetings on financial products and strategies to enhance client’s financial plans.

Provided transformative consulting to clients, utilizing progressive consulting procedures and technologies. Deepened knowledge in finance and financial services through web-based learning, applying critical thinking to achieve client goals. Performed data entry validation for a U.S. Governmental agency, ensuring proper funding for non-profits and government contractors.

Documented key aspects of discussions between Senior Vice President of Investments and clients. Performed technical analysis on potential equity investments utilizing the Bloomberg Terminal. Calculated profits/losses and returns on investment based on client’s exit strategies for existing positions.

Activities and societies: University President Mentee, Student Calling Center for Advancement, Finance Society, Golf Club

Majored in Business Administration with a concentration in Finance (CFA Track) at the University of Richmond's Robins School of Business. This program provided a strong foundation in financial principles and practices.