David Oplotnik
Joplin
Summary
I am aiming to enhance my financial planning capabilities through the Planning VEA program to join and support The Oplotnik Group's $4 million team in Springfield, Missouri. I have successfully passed the SIE exam and am currently studying for the Series 66 exam. I am a proven sales associate with over $150,000 in sales at Wayside Furniture. I have strong skills in finance and manage my own stock portfolio. I have excelled in customer relationship management, with a focus on effective communication and teamwork. My experience as a football student athlete fosters exceptional time management and professionalism.
Overview
5
5
years of professional experience
Work History
Sales Associate
Wayside Furniture
Joplin
06.2023 - Current
- Facilitated furniture sales by engaging new and existing customers.
- Achieved over $150,000 in furniture sales during multiple months.
- Calculated sales tax, interest, discounts, and monthly totals for customer purchases.
- Coordinated delivery schedules to ensure timely service for all customers.
- Oversaw operations in owner's absence to maintain workflow continuity.
- Managed part-time work alongside full-time college attendance and football participation.
Football Student Athlete
Missouri Southern State University
Joplin
06.2020 - 12.2024
- Secured academic and athletic scholarship directly from high school recruitment.
- Balanced commitments to excel in job, football, and academics simultaneously.
- Facilitated communication of issues and solutions between players and coaching staff.
- Worked on a 100+ player team to accomplish a similar goal in mind.
Summer Internship
Andrew Parker State Farm Agency
Joplin
05.2021 - 08.2021
- Executed door-to-door outreach in affluent neighborhoods to identify potential prospects.
- Conducted cold calls to engage and qualify leads.
- Collected detailed personal information from prospects to facilitate quotes and plans.
- Applied extensive insurance knowledge to enhance field interactions.
- Interacted daily with current and prospective customers to build relationships.
Education
MBA - Management
Missouri Southern State University
Joplin, MO07-2025
Bachelor of Science - Finance, Marketing, Management
Missouri Southern State University
Joplin, MO05.2024
Skills
- FINRA SIE exam passed
- Effective communication
- Financial modeling
- Sales strategy
- Team collaboration
- Time management
- Professional demeanor
- Customer relationship management
Community Service
- Attend Hope City Church, member, volunteer and youth leader
- Donated at Blood Drives around the area.
- Community service volunteer hours yearly for 4 years with football team
Honors Memberships
- Dean's Honor Roll, 4 years
- MIAA Football Prestigious Academic Excellence Award
- Active member in church/young adult group
- FCA (Fellowship of Christian Athletes) Leadership Council, 2 years
- Outstanding Achievement Award in Marketing, 2024
Related Coursework Certifications
- FINRA Securities Industry Essentials (SIE) Exam - Passed
- Money and Financial Institutions
- Strategic Management
- Financial and Bank Management
- Accounting (9+ hours)
- Statistics and Decision Analysis
- Economics (9+ hours)
Timeline
Sales Associate
Wayside Furniture
06.2023 - Current
Summer Internship
Andrew Parker State Farm Agency
05.2021 - 08.2021
Football Student Athlete
Missouri Southern State University
06.2020 - 12.2024
MBA - Management
Missouri Southern State University
Bachelor of Science - Finance, Marketing, Management
Missouri Southern State University