Finance & Economics student skilled in financial analysis and Excel. CFA Level I candidate. Strong problem solver with leadership experience. Eager to contribute and learn in a finance internship.
Overview
1
1
year of professional experience
Work History
Personal Banker
Santander Bank Us
07.2025 - Current
Opened accounts & CD's while ensuring banking compliance.
Advised clients on loans and investment products.
Built strong relationships through personalized service.
Achieved sales targets with tailored financial solutions.
Pharmacy Technician
CVS Pharmacy
07.2024 - 02.2025
Maintained accurate patient and transaction records.
Assisted customers with prescription and product questions.
Followed safety and compliance procedures.
Supported pharmacy staff with daily operations.
Education
CFA Level I Candidate (Exam Date: May2026) -
C.F.A. Institute
Bachelor of Science - Finance & Economics (Double Major)
Rutgers, The State University of New Jersey
12-2026
Associate of Applied Science - Finance
Middlesex County College
12-2024
Skills
Financial Statement Analysis
Excel (Pivot Tables, VLOOKUP)
Corporate Finance
Data Analysis
Attention to Detail
Team Collaboration
Timeline
Personal Banker
Santander Bank Us
07.2025 - Current
Pharmacy Technician
CVS Pharmacy
07.2024 - 02.2025
Bachelor of Science - Finance & Economics (Double Major)