Cade Yearwood
Memphis
Summary
Recent Finance graduate with experience in retail banking, credit analysis, and client relationship management. Skilled in analyzing financial statements, identifying client needs, and supporting revenue growth through consultative financial solutions. Proven ability to work in fast-paced environments while maintaining accuracy and compliance. Seeking an entry-level finance, banking, or analyst role to apply analytical and client-facing expertise.
Overview
4
4
years of professional experience
1
1
Certification
Work History
Insurance Producer
Brayden Shelby State Farm
Cordova, TN
08.2025 - Current
- Generated new business by conducting outbound calls and engaging prospective clients to identify insurance and financial needs
- Provided tailored policy recommendations, contributing to increased policy conversions and client retention
- Managed and expanded a book of business through consistent follow-ups and relationship-building
- Collaborated with underwriting and claims teams to resolve client issues and ensure high-quality service delivery
Relationship Banker
Bank of America
Collierville, TN
08.2024 - 08.2025
- Built and maintained client relationships by identifying financial needs and recommending appropriate banking products and services
- Supported daily banking operations, including processing transactions and ensuring compliance with federal regulations
- Contributed to branch growth through cross-selling and customer engagement strategies
- Recognized with the Global Service Award for delivering exceptional client service
Credit Office Intern
Oak Hall, Inc.
Memphis, TN
09.2023 - 07.2024
- Analyzed financial statements and assisted in preparing credit memos to support lending and credit decisions
- Managed accounts receivable and payable processes, ensuring accuracy and timely reconciliation
- Maintained detailed financial records and supported internal reporting processes
- Collaborated with internal teams to meet deadlines and deliver accurate financial data
Retail Store Night Manager
Liquor & Wine Depot
Memphis, TN
07.2022 - 09.2023
- Managed nightly store operations, including staff supervision, cash handling, and inventory control
- Implemented inventory management strategies that reduced waste and improved stock efficiency
- Monitored sales trends to optimize ordering decisions and maintain appropriate inventory levels
- Ensured accurate daily financial reconciliation and deposit processing
Education
BBA - Finance
University of Memphis
Memphis, TN05-2024
Skills
- Microsoft Excel (Pivot Tables, VLOOKUP/XLOOKUP)
- Spreadsheet Automation
- Financial Statement Analysis
- Credit Analysis
- Microsoft Office Suite
- Risk Assessment
Affiliations
- Eagle Scout (2020)
- Treasurer, Sigma Chi Fraternity (2021)
- Krach Transformational Leadership Workshop
Certification
- Property and Casualty Insurance License (TN, MS, AR)
- Life and Health Insurance License (TN, MS, AR)
Timeline
Insurance Producer
Brayden Shelby State Farm
08.2025 - Current
Relationship Banker
Bank of America
08.2024 - 08.2025
Credit Office Intern
Oak Hall, Inc.
09.2023 - 07.2024
Retail Store Night Manager
Liquor & Wine Depot
07.2022 - 09.2023
BBA - Finance
University of Memphis