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Cory Sweitzer

Majoring in Finance Concn Financial Planning, Minoring in Accounting
Southern New Hampshire University, Class of 2025
From Akron, OH
Dedicated and driven individual pursuing a career in the Finance industry. My goals are to achieve my BS in Finance w/ concentration in Financial Planning and acquire an MS in Investments and Securities. I intend on working with a progressive firm that assists both corporations and individuals in their investing and financial planning needs.
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SNHU Announces Honor Roll for 2025 C-1 (Jan - Mar)

Congratulations on being named to Southern New Hampshire University's Honor Roll for the 2025 C-1 (Jan - Mar) term! Honor Roll is a term-specific achievement that recognizes learners who excel at ...

March, 11 2025 - Verified by Southern New Hampshire University
SNHU Announces Honor Roll for 2024 C-6 (Oct - Dec)

Southern New Hampshire University congratulates the following students on being named to the Honor Roll for the 2024 C-6 (Oct - Dec) term. Honor Roll is a term-specific achievement that recognizes ...

January, 14 2025 - Verified by Southern New Hampshire University
SNHU President's List Announced

It is with great pleasure that Southern New Hampshire University (SNHU) congratulates the following students on being named to the Fall 2024 President's List. The fall terms run from September to D...

January, 14 2025 - Verified by Southern New Hampshire University
SNHU Announces Honor Roll for 2024 C-5 (Sep - Oct)

Congratulations on being named to Southern New Hampshire University's Honor Roll for the 2024 C-5 (Sep - Oct) term! Honor Roll is a term-specific achievement that recognizes learners who excel at ...

December, 03 2024 - Verified by Southern New Hampshire University
SNHU Announces Honor Roll for 2024 C-4 (Jul - Aug)

Congratulations on being named to Southern New Hampshire University's Honor Roll for the 2024 C-4 (Jul - Aug) term! Honor Roll is a term-specific achievement that recognizes learners who excel at ...

September, 10 2024 - Verified by Southern New Hampshire University
SNHU Announces Honor Roll for 2024 C-3 (May-Jun)

Congratulations on being named to Southern New Hampshire University's Honor Roll for the 2024 C-3 (May-Jun) term! Honor Roll is a term-specific achievement that recognizes learners who excel at SN...

July, 11 2024 - Verified by Southern New Hampshire University
SNHU President's List Announced

It is with great pleasure that Southern New Hampshire University (SNHU) congratulates the following students on being named to the Spring 2024 President's List. The spring terms run from January to...

May, 16 2024 - Verified by Southern New Hampshire University
SNHU Announces Honor Roll for 24EW4

Congratulations on being named to Southern New Hampshire University's Honor Roll for the 24EW4 term! Honor Roll is a term-specific achievement that recognizes learners who excel at SNHU. It was es...

May, 16 2024 - Verified by Southern New Hampshire University
SNHU Announces Honor Roll for 24EW3

Congratulations on being named to Southern New Hampshire University's Honor Roll for the 24EW3 term! Honor Roll is a term-specific achievement that recognizes learners who excel at SNHU. It was es...

March, 20 2024 - Verified by Southern New Hampshire University
SNHU Announces Honor Roll for 23EW2

Congratulations on being named to Southern New Hampshire University's Honor Roll for the 23EW2 term! Honor Roll is a term-specific achievement that recognizes learners who excel at SNHU. It was es...

January, 05 2024 - Verified by Southern New Hampshire University
SNHU President's List Announced

It is with great pleasure that Southern New Hampshire University (SNHU) congratulates the following students on being named to the Fall 2023 President's List. The fall terms run from September to D...

January, 04 2024 - Verified by Southern New Hampshire University
SNHU Announces Honor Roll for 23EW1

Congratulations on being named to Southern New Hampshire University's Honor Roll for the 23EW1 term! Honor Roll is a term-specific achievement that recognizes learners who excel at SNHU. It was es...

November, 08 2023 - Verified by Southern New Hampshire University
SNHU President's List Announced

It is with great pleasure that Southern New Hampshire University (SNHU) congratulates the following students on being named to the Summer 2023 President's List. The summer terms run from May to Aug...

September, 06 2023 - Verified by Southern New Hampshire University
SNHU Announces Honor Roll for 23EW6

Congratulations on being named to Southern New Hampshire University's Honor Roll for the 23EW6 term! Honor Roll is a term-specific achievement that recognizes learners who excel at SNHU. It was es...

September, 06 2023 - Verified by Southern New Hampshire University
SNHU Announces Honor Roll for 23EW5

Congratulations on being named to Southern New Hampshire University's Honor Roll for the 23EW5 term! Honor Roll is a term-specific achievement that recognizes learners who excel at SNHU. It was es...

July, 12 2023 - Verified by Southern New Hampshire University
Financial Planning Internship at Amplified Planning

Assisted financial planners with investment analysis, cash-flow planning, financial modeling, and taxation assessments.
Attended client meetings, conducted financial analyses, and developed client deliverables.
Researched and implemented reports regarding market trends and economic events.
Coordinated with investment consultants to prepare client presentations.

June 2024 - August 2024
Finance Internship/Mentorship at Ferriot, Inc.

Conducted comprehensive investment valuation using DCF & CAPM methods.
Utilized quantitative data analysis techniques to interpret financial data and support decision-making processes.
Developed complex financial models in Excel to evaluate financial performance.
Implemented an inventory analysis program which increased inventory accuracy to 95%.

June 2023 - June 2024
Sales Specialist at Ferriot, Inc.

Managed 20 international and domestic accounts with $15 million in annual sales.
Coordinated information flows as primary contact for the customer.
Utilized financial planning knowledge to analyze client portfolios and offer strategic sales advice.
Collaborated with cross-functional teams to analyze sales data and identify opportunities for growth.

May 2023 - Present
Inventory Control Coordinator & Analyst at Ferriot, Inc.
March 2018 - Present
Project: Financial Markets Report & IPO Analysis
Creation of financial market report that analyzes various organized global and domestic exchange markets. This report aims to compare and contrast the performance of different investment products to support the IPO offering of Birkenstock Holdings PLC.
February 2024 - Research Projects
Project: Client Financial Goal Plan
Scenario Based Project - Acting as a newly hired CFP responsible for providing a comprehensive picture of a client's current finances in relation to their financial goals. Goals & Outcomes: 1. Analyze clients current financial situation, needs & Wants 2. Evaluate financial planning options to inform recommendations 3. Make and present a financial plan that is in the best interests of the client
February 2024 - Classwork
Resume
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