Aiden Clark
Calabasas,CA
Summary
Driven and versatile professional with experience at One Capital Management, adept in Bloomberg Terminal and public speaking. Excelled in goal-oriented and result-driven roles. Built the foundation for a role requiring unlimited work ethic customization of approach based on each client.
Overview
11
11
years of professional experience
1
1
Certification
Work History
Office Administrator
One Capital Management
09.2024 - Current
- Greet clients upon showing up for their advisor meetings to ensure their visits were comfortable and accommodating
- Receive and record checks from clients to ensure they are deposited promptly
- Daily use of Salesforce and miscellaneous use of Schwab and Addepar for side projects in different departments
Summer Analyst Intern
One Capital Management
07.2024 - 09.2024
- Obtained Bloomberg Market Concepts certificate by completing a dedicate course
- Wrote talking point memos for specific publicly traded companies and ETF's by researching financial data within the Bloomberg Terminal
- Used sample discovery meeting information to build a comprehensive wealth plan using OCM's Excel template which I presented to the senior associates and president of OCM
Golf Caddy
Broadmoor Hotel
05.2017 - 08.2019
- Earned a top-ranking caddy position with my extensive golf knowledge and personal skills which led to caddy requests from out-of-town guests
- Assisted golfers with club selection and strategy based on each golfer's style of play
- Tailored my approach for each and every player to make their experience as memorable and comfortable as possible
Farm Hand
Vali-Hi Seed & Grain/CSS Farms
05.2014 - 06.2023
- Took samples and recorded data of seed size 20+ times a day for 90-110 hours a week in May and June for quality control to maximize each piece of seed.
- Assisted with maintenance and upkeep of equipment such as harvesters, seed cutters, and conveyor belts to make sure they were ready for harvest to prevent any time lost on breakdowns
- Walked through 4,000 thousand acres of planted fields weekly to identify potential diseases, insects, or harms to the crops to help the sprayers and head agronomists create the most beneficial plan and spray schedule for the farm.
Education
Bachelor of Science - Business Administration
Pepperdine University
Malibu, CA04-2024
Skills
- Bloomberg Terminal
- Excel
- eMoney
- Company Research
- Public Speaking
- Record Keeping
Certification
- Currently Studying for the Series 65
Timeline
Office Administrator
One Capital Management
09.2024 - Current
Summer Analyst Intern
One Capital Management
07.2024 - 09.2024
Golf Caddy
Broadmoor Hotel
05.2017 - 08.2019
Farm Hand
Vali-Hi Seed & Grain/CSS Farms
05.2014 - 06.2023
Bachelor of Science - Business Administration
Pepperdine University