Open to opportunities

Isaac Cho

@isaaccho

Message

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

United States

Message

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.