Kianna Whatley
Plymouth,Devon
Summary
Driven student with a keen interest in investment banking and financial markets. Experience in retail, hospitality, and administration has honed communication, attention to detail, and resilience. Roles in customer service and office settings enhanced commercial awareness and understanding of operational efficiency and business processes. Eager to expand technical finance knowledge and leverage transferable skills in a professional finance environment.
Overview
2
2
years of professional experience
5
5
years of post-secondary education
1
1
Certification
Work history
Customer Team Member
Co-op
Plymouth, Devon
01.2026 - Current
- Delivered customer service in a fast-paced retail environment, strengthening communication and problem-solving skills.
- Handled transactions, stock processes, and compliance checks with accuracy and attention to detail.
- Developed commercial awareness through exposure to pricing, promotions, inventory management, and customer demand.
- Worked collaboratively with team members to maintain store standards and meet operational targets.
- Trained new team members for smooth transition into the role.
- Built resilience and the ability to stay composed while managing multiple demands during peak times.
Front of house team member
Little Chopsticks
Plymouth, Devon
03.2025 - 09.2025
- Contributed to team success by maintaining cleanliness and organisation in work areas.
- Managed orders, bookings, payments, and customer requests accurately, developing strong attention to detail and ensuring accurate financial records.
- Upheld rigorous hygiene standards in all front-of-house areas.
- Delivered customer-facing service in a fast-paced restaurant environment, strengthening communication and professionalism.
- Resolved customer issues calmly and efficiently while maintaining service standards.
Administrative assistant- WEX
Langage Farm Dairy Products
Plymouth, Devon
05.2024 - 06.2024
- Assisted with document handling, filing, and data entry to maintain accuracy and ensure data integrity.
- Supported office administrative tasks, enhancing organisational skills and professional communication.
- Adapted quickly to new working environment, providing support to staff with daily operational tasks.
- Gained exposure to professional office standards, including confidentiality and workplace etiquette.
Education
GCSEs - Maths, English, Biology, Chemistry, Physics, RS, Spanish, Art, and History
Notre Dame RC School
Plymouth 09.2020 - 07.2025
A-Levels - Maths, Economics, Psychology
Devonport High School for Boys
Plymouth 09.2025 -
Skills
Attention to detail
Communication
Resilience
Teamwork
Commercial awareness
Time management
Problem-solving
Ability to work under pressure
Strong work ethic
Billing and payment processing
Customer relationship management software
Certification
JPMorganChase Investment Banking Job Simulation on Forage
June 9, 2026
* Identified an ideal M&A target for a client based on an assessment of their
strategic and financial criteria.
* Constructed a DCF model to calculate the valuation of the M&A target and
adjusted the model to account for a competitor bid and supply chain
interruption.
* Created a 2-pager for the client containing a company profile and summary of
the auction process.
PNC Overview of Financial Services and Banking Job Simulation on Forage
June 9, 2026
* Completed a job simulation involving an overview of financial services and
banking for PNC's business teams.
* Developed a high-level understanding of how financial institutions support
customers, businesses, and communities.
* Explored how different financial services sectors work together and why
trust, service, and responsible decision-making matter.
* Built early awareness of career paths and skills used across banking and
financial services roles.
Goldman Sachs Risk Job Simulation on Forage
June 9, 2026
* Completed a job simulation involving risk assessment and management for
Goldman Sachs' Risk team.
* Conducted individual credit risk analysis using quantified financial data,
enhancing skills in personal finance evaluation.
* Applied critical thinking and quantitative analysis to real estate scenarios,
interpreting data to assess financial implications.
* Developed and recommended risk mitigation strategies, demonstrating practical
application of financial principles and market understanding.
Affiliations
- I enjoy fitness and spending time outdoors, particularly nature walks, which help me develop discipline, consistency, and resilience.
- I also have a strong interest in finance, business news, and financial markets.
References
References available upon request.
Timeline
Customer Team Member
Co-op
01.2026 - Current
A-Levels - Maths, Economics, Psychology
Devonport High School for Boys
09.2025 -
Front of house team member
Little Chopsticks
03.2025 - 09.2025
Administrative assistant- WEX
Langage Farm Dairy Products
05.2024 - 06.2024
GCSEs - Maths, English, Biology, Chemistry, Physics, RS, Spanish, Art, and History
Notre Dame RC School
09.2020 - 07.2025