
Caitlin Gatewood
Finance Intern

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About me
Client Action & Planning Specialist at Reliant Wealth Planning
Education

Western Kentucky University
2016 - 2020Bachelor of Science - BS Mathematical Economics
Western Kentucky University
2019 - 2020Master of Arts - MA Applied Economics
Gordon Ford College of Business at Western Kentucky University
-Mathematical Economics
Experience

Kindred Healthcare
Jun 2017 - Aug 2017Finance InternAs an intern in the Hospital Division Finance Group at Kindred, I worked closely with the staff accountant to gather files from each hospital district and construct monthly reports/check-ins, post journal entries, gather documents/support to help prepare for internal audit, and assist with monthly, quarterly, and year-end close. I also worked closely with the senior administrative assistant to format PowerPoints and construct the Monthly Finance Report and Monthly Accounting Close books. Furthermore, I would sit in on the bi-weekly conference calls to hear how each district was doing regarding budgets and financial obligations and how to best alter operations moving forward to meet goals. Show less

Women in Business
Feb 2018 - Apr 2018MemberAs a member in Women in Business at WKU, we focus on empowering other women and gaining professional skills. We have professionals come in monthly to educate us on how to succeed in the business world by discussing resumes, interview tips, internships, marketing yourself, Adobe, and learning from successful local business owners.

Humana
Jun 2018 - Aug 2018Data Management InternMy primary role was to update information in Humana's internal databases to support staff, medical professionals, and clients. I attended weekly meetings with my team of data engineers to update them on the progress of that week's project. As part of the internship program, I also attended several professional development courses such as Emotional Intelligence Leadership Development and Mastering Meetings. This internship provided me with skills necessary to be comfortable with big data sets.

Humana
Jun 2019 - Aug 2019Stars Quality InternThis internship mainly focused on fostering my data analytics skills. I learned how to manipulate / merge data sets so that it could more easily be read to identify trends and tell a story. Most of the summer, I worked with data on compliance gaps to help explain why people weren't compliant and collecting on their benefits in certain geographical areas. I attended several training seminars and learned applicable skills relating to my professional as well as personal life. I also participated in several networking events where I made great connections and learned the power of utilizing relationships with those you meet. Show less

Target
Jun 2020 - Jun 2021Style ConsultantAs a Style Consultant, I help ensure the floor is properly stocked of apparel and accessories, assist guests with any questions and general customer service, and tidy up areas to make the space open and inviting to guests. I also help the front of the store by assisting with check outs whenever the store gets busy to ensure guests have a pleasant shopping experience and can complete their visit in a timely manner.

Reliant Wealth Planning
Jun 2021 - nowClient Action & Planning Specialist
Licenses & Certifications
- View certificate

Managing Stress
LinkedInJul 2019 - View certificate

Creative Thinking
LinkedInJul 2019 - View certificate

Managing Your Career as an Introvert
LinkedInJul 2019 - View certificate

Interview Master Class
LinkedInJul 2019 
Financial Paraplanner Qualified Professional
College for Financial Planning- View certificate

Learning to Be Assertive
LinkedInJul 2019
Honors & Awards
- Awarded to Caitlin GatewoodPresident's Scholar President Tim Caboni Jun 2018
- Awarded to Caitlin GatewoodValedictorian - May 2016
- Awarded to Caitlin GatewoodGovernor's Scholars Program Governor Steve Beshear 2015
Volunteer Experience
Blood Donor
Issued by American Red Cross
Associated with Caitlin GatewoodDog Walker
Issued by Humane Society
Associated with Caitlin GatewoodGardener
Issued by WKU Office of Sustainability on Mar 2018
Associated with Caitlin GatewoodDance Big Red Dancer
Issued by Children's Hospital Foundation on Mar 2018
Associated with Caitlin GatewoodPacking Volunteer
Issued by Dare to Care Food Bank on May 2018
Associated with Caitlin GatewoodFall Festival Worker
Issued by Boys and Girls Club of Bowling Green on Nov 2018
Associated with Caitlin GatewoodInternational Night Volunteer
Issued by William Natcher Elementary Sch on Oct 2018
Associated with Caitlin GatewoodSet-Up and Walk Volunteer
Issued by Walk to End Alzheimer's on Sept 2019
Associated with Caitlin GatewoodMath Carnival Volunteer
Issued by William Natcher Elementary Sch on Nov 2019
Associated with Caitlin Gatewood
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