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.