Open to opportunities

Isaac Cho

@isaaccho

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Finance graduate skilled in financial analysis, forecasting, and investment products.

United States

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What I'm looking for

I seek a client-focused finance role where I can apply forecasting, reporting, and advisory skills, grow in investment analysis, and contribute to a collaborative team culture.

I am a recent Bachelor of Business Administration graduate specializing in Finance and Management, with hands-on experience in financial planning, forecasting, and investment product knowledge.

During my internship at the Federal Reserve Bank of Atlanta, I managed reporting for over $200 million in the BTS department, built a Power BI dashboard for monthly variance reporting, and adjusted forecasts by $100 million based on usage trends.

I completed internships in financial advising and insurance brokerage where I developed prospecting and cold-calling skills, learned objection handling, and gained familiarity with claims and Ex-Mod processes. I have passed FINRA exams and hold life, accident, health, and variable products licenses.

I lead and manage finances in volunteer roles, direct music outreach programs, and tutor students privately; I bring analytical rigor, client-facing communication, and leadership to roles that bridge finance and client advisory services.

Experience

Work history, roles, and key accomplishments

Financial Advisor

Equitable Advisors

May 2025 - Aug 2025 (3 months)

Learned and applied prospecting techniques, developed cold-calling scripts, and passed FINRA and insurance exams to demonstrate competency in investment products and client suitability.

Prospecting Cold Calling Objection Handling

Financial Planning Intern

Federal Reserve Bank of Atlanta

May 2024 - Aug 2024 (3 months)

Managed over $200M in the BTS department, analyzed variances between forecasts, actuals, and budgets, and built a Power BI dashboard to present monthly variance reporting to 15+ officers and the CIO.

Financial Analysis Forecasting Budgeting Power BI Financial Reporting

Insurance Brokerage Intern

InterWest Insurance

Jun 2023 - Aug 2023 (2 months)

Supported brokerage operations by preparing Experience Modification Rate documents, handling claims simulations, and participating in 20+ meetings to learn insurance product and service delivery.

Claims Handling Experience Modification Rate Insurance Operations Documentation Simulation

Education

Degrees, certifications, and relevant coursework

Baylor University

Bachelor of Business Administration, Finance and Management

Grade: 3.42 / 4.0

Activities and societies: Relevant coursework projects, Treasurer/Small Group Leader at Korean Church of Waco, Music Director - Sinfonia Club, private cello/math tutoring; skills include PowerBI and advanced Excel.

Bachelor of Business Administration with concentrations in Finance and Management; completed coursework in corporate finance, accounting, investment analysis, derivatives, management information systems, and marketing.