Isaac Cho
@isaaccho
Finance graduate skilled in financial analysis, forecasting, and investment products.
United StatesWhat I'm looking for
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.
FAFinancial 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.
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.
Education
Degrees, certifications, and relevant coursework
BUBaylor 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.
Tech stack
Software and tools used professionally
Availability
Location
United StatesAuthorized to work in
Job categories
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