Summary
Overview
Work History
Education
Skills
Websites
ORGANIZATIONS & LEADERSHIP
Timeline
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Anthony  Cona

Anthony Cona

Red Bank,NJ

Summary

Dedicated finance student committed to leveraging academic excellence and real-world experience to excel in the finance industry. Demonstrates a strong determination to succeed, with a focus on applying theoretical knowledge to practical challenges.

Overview

3
3
years of professional experience

Work History

Wealth Management Intern

Oppenheimer & Co. Inc.
Red Bank, NJ
06.2024 - 08.2024
  • Observed private client advisors to understand critical functions of the wealth management division.
  • Supported research on products, markets, and clients.
  • Gained deep insight into markets and relationship-building with clients.

Caddie

Navesink Country Club
Red Bank, NJ
04.2021 - 08.2024
  • Aided in determining pin distances and reading greens while respecting grounds, employees, and club.

Valet Attendant

AutomoBeal's Valet Service
Matawan, NJ
12.2022 - 01.2024
  • Greet guests and ensure safe parking of their vehicles.

Education

BBA - Finance

Monmouth University
West Long Branch, NJ
01-2026

Bachelor of Science -

Clemson University
Clemson, SC

Middletown High School South
Middletown, NJ

Skills

  • Wealth preservation
  • Portfolio management
  • Investment strategies
  • Microsoft Excel
  • Asset allocation
  • Cash flow analysis

ORGANIZATIONS & LEADERSHIP

  • Heroes and Cool Kids - Mentored middle school students on important life skills.
  • Circle of Friends/Fostering Friendships - Fostered a spirit of cooperation and friendship among special needs students.
  • Peer Leadership - One of 30 students selected by our faculty and administration to meet with freshmen students.
  • Blessing Bag Brigade - Organize collections of sanitary items, water and non-perishables for the homeless.
  • Spoonful of Hope - Lead Volunteer - Coordinate food, clothing, and gift drives.
  • Middletown South Soccer Camps Counselor - Volunteer at soccer camps.
  • Clean Ocean Action - Non-profit organization focused on our environment and cleaning local beaches.

Timeline

Wealth Management Intern

Oppenheimer & Co. Inc.
06.2024 - 08.2024

Valet Attendant

AutomoBeal's Valet Service
12.2022 - 01.2024

Caddie

Navesink Country Club
04.2021 - 08.2024

BBA - Finance

Monmouth University

Bachelor of Science -

Clemson University

Middletown High School South
Anthony Cona