Intern
UBS Financial Services
St. Petersburg, FL
06.2025 - 08.2025
- Assisted in preparing financial reports and presentations for client meetings.
- Supported data entry and analysis using Excel.
- Coordinated with team members to streamline operational workflows and improve efficiency.
- Participated in client onboarding processes, ensuring compliance with regulatory requirements.
- Assisted in maintaining accurate client records within the CRM system.
- Developed knowledge of financial products and services through hands-on training sessions.
- Gained hands-on experience in various software programs, increasing proficiency and expanding technical skill set.
