See How Many Clients You're Missing Each Month

Simply enter your business email & Topline AI Agent will show you.

Justin Overstreet profile image

Justin Overstreet

Specialist Financial Analyst at L3Harris Technologies
Intro Book
Financial analyst with leadership and customer service expertise.
  • Claim this Profile
Location
Baltimore, Maryland, United States, US
Languages
  • English Native or bilingual proficiency
Skills
  • Microsoft Office
  • Microsoft Excel
  • Microsoft Word
  • Research
  • Powerpoint
  • Show all
image
image

Refer a Friend to Get
100 Credits For FREE

Refer a Friend Now

Bio

Generated by
Topline AI
Justin Overstreet is a seasoned financial analyst with expertise in data analysis, leadership, and customer service, holding a Bachelor's degree in Finance from Michigan State University and a certification as an Accident and Health Insurance Producer. He has worked as a Specialist Financial Analyst at L3Harris Technologies and a Financial Analyst at Textron Systems, with internships at Edward Jones, Strategic Wealth Management, Aflac, and Conscious Venture Lab.

Credentials

  • Accident and Health Insurance Producers License
    State of Maryland

Experience

  • L3Harris Technologies
    • Specialist Financial Analyst
      • Jun 2023 - Present

  • Textron Systems
    • United States
    • Defense and Space Manufacturing
    • 700 & Above Employee
    • Financial Analyst
      • Jul 2021 - Jun 2023

    • Associate Financial Analyst
      • Jul 2019 - Jul 2021

  • Edward Jones
    • Columbia, Maryland
    • Intern
      • May 2018 - Aug 2018
      • Columbia, Maryland

  • Strategic Wealth Management
    • Columbia, Maryland
    • Client Service Intern
      • May 2017 - Aug 2017
      • Columbia, Maryland

      Wealth Management intern supporting all functions of the firm including portfolio management,client services, qualified plan management and complianceo Rebalanced portfolios to meet strategic investment goals for clientso Oversaw database integration and developed proficiency in cloud based CRM andsoftware systems including Salesforce, Orion, and Laserficheo Attended and supported client meetings, including investment analysis and reporting o Assisted in merger and acquisition financial analysis

  • Aflac
    • Columbia, Maryland
    • Corporate sales and marketing intern
      • Jun 2016 - Aug 2016
      • Columbia, Maryland

      Licensed Accident and Health Insurance Producer tasked with prospecting, acquiring and maintaining client portfolioso Drove new client acquisition through customer prospecting– top performing intern o Developed new clients, attended in person meetings and presentationso Analyzed and tracked performance metrics

  • Conscious Venture Lab
    • Intern
      • Jan 2015 - May 2015

Education

  • 2015 - 2019
    Michigan State University
    Bachelor's degree, Finance, General
  • 2011 - 2015
    Howard High School

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

Looking to Create a Custom Project?

Need a custom project? We'll create a solution designed specifically for your project.

Get Started

References

Social Profiles

Community

You need to have a working account to view this content. Click here to join now

Similar Profiles