Nathan Haney Email & Phone Number

Lenexa, KS, US

Manhattan, Kansas, United States

• Manage the fraternity’s financial operations, overseeing budgeting, accounting, and financial reporting processes to ensure transparency and fiscal responsibility.
• Maintain accurate financial records that enable effective tracking of income and expenditures.
• Conduct periodic meetings with the alumni board to deliver comprehensive financial presentations and reports, providing transparent insight into my fraternity’s financial performance.
• Work with peers that require financial assistance to create individualized payment plans for each dues cycle.

Manhattan, Kansas, United States

• Assisted the VP of Finance with routine tasks on bill.com such as paying bills, billing customers, and making updates to the system.
• Shadowed the VP of Finance during board and accounting meetings to help prepare me to be ready to run these meetings on my own.
• Worked with QuickBooks Online to reconcile transactions, run financial reports, and make updates to the system.
• Helped manage the fraternity's budget and made updates to it throughout the year as needed.

Manhattan, Kansas, United States

• The purpose of Chimes is to honor the ideals of scholarship, leadership, and service to the Kansas State and Manhattan community.
• As the treasurer my duties are to keep and report on financial records of the organization, collect fees from members, reimbursements, oversee the organization's budget, and report on the organization's financial.

Manhattan, Kansas, United States

• Peer counselors provide free, confidential assistance, and counseling to Kansas State University students.
• Peer counselors provide one-on-one financial counseling sessions to students, offering guidance on budgeting, debt management, student loans, savings strategies, and building education financial plans.
• Facilitated interactive workshops and presentations on various financial topics to increase the financial literacy at Kansas State.
• Helped train new peer financial counselors by allowing them to shadow client meetings and organizing co-counseling sessions where experienced peer financial counselors would observe the incoming peer financial.

Lenexa, Kansas, United States

• Spearheaded a project involving an AI program called Jump AI that automates meeting preparation, meeting notes, and meeting follow up items, significantly reducing manual tasks allowing for a more efficient workplace.
• Completed data entry and conducted case analysis using financial planning software applications such as eMoney, Holistiplan, and estate planning software, ensuring accuracy and completeness of client information and.
• Attended client meetings alongside advisors, actively listening and taking detailed notes to capture the important discussion points, action items, and client preferences.

Overland Park, Kansas, United States

• Used eMoney financial planning software to assist senior advisors in creating comprehensive retirement plans for prospective clients, incorporating factors such as income, expenses, assets, and retirement goals.
• Conducted in-depth analysis and screening of funds and securities using Morningstar, evaluating factors such as performance, risk, expense ratios, and investment strategy to assist the senior investment officer in.
• Completed various tasks in Redtail CRM system to support senior advisors in maintaining accurate client records, scheduling appointments, and managing communication to enhance efficiently and organization in client.

Manhattan, Kansas, United States

• Was responsible for meeting and greeting all members and their guests in a professional manner in accordance to facility policies
• Monitored cart cleanliness.
• Utilized mechanical machinery to operate the range and help prepare the area for members and guests.

Kansas City, Kansas, United States

• Launched and managed a lawn care business, overseeing all aspects of operations, from initial client consulting to delivering the lawncare service and follow-up.
• Cultivated strong client relationships through effective communication, professionalism, and personalized service, this resulted in a high rate of customer retention and referrals.
• Directed all aspects of lawn care services, including mowing, edging, and trimming to meet the client’s quality standards.

Bachelor'S Degree, Personal Financial Planning, Sophomore

Activities and Societies: Chimes Junior Honorary Society, Powercat Financial (Peer Financial Counselor and Student Advisory Board).

High School Diploma

Activities and Societies: Sons of Thunder, Honor Roll