Beck Lester
Summary
Economics student at UC Santa Barbara with hands on experience in financial analysis through entrepreneurship and a current wealth management internship. Passionate about corporate finance, investment banking, and capital markets, with strong analytical, problem solving, and communication skills. Eager to continue building technical and financial expertise while gaining exposure to complex transactions and strategic decision making.
Overview
5
5
years of professional experience
Work History
Finance Intern
Morton Wealth Management
Calabasas, California
06.2026 - Current
- Organized data for investment performance analysis and reporting across various platforms.
- Collaborated with team members to streamline workflow processes in financial operations.
- Maintained accurate records of client interactions using financial management software.
- Participated in team meetings to discuss new ideas around finance process automation opportunities.
Professional Shop Attendant
Sherwood Development Company
Thousand Oaks, California
11.2023 - 09.2025
- Coordinated events and managed tournament logistics to ensure smooth operations.
- Trained new employees on Pro Shop operations and service standards.
- Handled client inquiries with professional communication to enhance customer satisfaction.
- Managed daily financial transactions and reconciled cash flow, ensuring accurate reporting and operational efficiency.
Assistant Manager
Malibu Mountain Bikers
Thousand Oaks, CA
08.2021 - 11.2023
- Reviewed monthly financial results with partners to highlight profitability opportunities and implement cost efficiencies.
- Monitored sales performance to identify and address areas for improvement, enhancing overall team effectiveness.
- Supported revenue strategies through statistical analysis, contributing to informed decision-making.
- Addressed and resolved client or customer inquiries to foster superior standards of service.
- Gained hands-on experience with LLC formation, including basic financial setup and organization.
- Assisted with small business setup and learned core principles of compliance and operations.
Lifeguard & Summer Camp Lead
Daland Swim School
Thousand Oaks, CA
06.2021 - 08.2021
- Certified in American Red Cross Lifeguarding, CPR/AED, and First Aid; responsible for safety oversight and emergency response in high-risk aquatic environments.
- Monitored pool operations and enforced safety protocols, demonstrating strong risk management, attention to detail, and composure under pressure.
- Supervised summer camp for groups of 10-15 children, coordinating daily programming and facilitating staff communication.
- Cultivated leadership, accountability, and resilience in a high-responsibility role requiring quick decision-making and communication with parents and staff.
Education
Bachelor of Arts - Economics
University of California, Santa Barbara
Santa Barbara, CA, US06-2027
Skills
- Microsoft Excel
- Financial Statement Analysis
- Financial Modeling (Academic)
- Valuation Concepts (DCF, NPV, IRR)
- Statistical & Data Analysis
- Budgeting & Pricing Analysis
- Client Communication
Projects
Technology Management Venture (Course Project), Project Lead & Financial Modeling Lead, Developed multi-scenario financial forecasts to assess risk exposure and sensitivity to pricing and demand changes., Led financial analysis and capital allocation planning for a product venture, building revenue projections and break-even models to evaluate expected returns.
Timeline
Finance Intern
Morton Wealth Management
06.2026 - Current
Professional Shop Attendant
Sherwood Development Company
11.2023 - 09.2025
Assistant Manager
Malibu Mountain Bikers
08.2021 - 11.2023
Lifeguard & Summer Camp Lead
Daland Swim School
06.2021 - 08.2021
Bachelor of Arts - Economics
University of California, Santa Barbara