Summary
Overview
Work History
Education
Skills
Timeline
Generic

Anthony Rutkowski

Riverview

Summary

Detail-oriented financial professional with strong expertise in Excel, portfolio management, and investment strategies. Demonstrated ability in developing tailored financial plans and conducting market research to identify investment opportunities.

Overview

4
4
years of professional experience

Work History

Financial Advisor Intern

Team Divisha Financial
Bingham Farms, MI
06.2024 - Current
  • Assisted in developing financial plans tailored to client needs and goals.
  • Conducted market research to identify investment opportunities for diverse client portfolios.
  • Prepared detailed reports on financial performance and investment strategies for client presentations.
  • Supported senior advisors in managing client relationships and maintaining communication channels.

Financial Advisor Intern

Blumark
Troy, MI
06.2023 - 06.2024
  • Analyzed risk factors associated with investment options, ensuring compliance with regulatory standards.
  • Collaborated with team members to streamline administrative processes, enhancing operational efficiency.
  • Utilized financial software tools for data analysis and portfolio management support.
  • Maintained up-to-date knowledge of industry trends and developments to inform client recommendations.

Accounting Intern

Absorb Software
Remote
01.2022 - 12.2022
  • Assisted in preparing financial statements and reports for management review.
  • Conducted account reconciliations to ensure accuracy and compliance with company policies.
  • Supported auditing processes by organizing documentation and responding to inquiries.
  • Utilized accounting software to enter and track transactions efficiently.

Education

Bachelor of Science - Finance

Wayne State University
Detroit, MI
04-2026

Skills

  • Microsoft Excel
  • Ethical behavior
  • Cash flow management
  • Insurance planning
  • Portfolio management
  • Wealth management
  • Financial software
  • Asset allocation
  • Investment strategies

Timeline

Financial Advisor Intern

Team Divisha Financial
06.2024 - Current

Financial Advisor Intern

Blumark
06.2023 - 06.2024

Accounting Intern

Absorb Software
01.2022 - 12.2022

Bachelor of Science - Finance

Wayne State University