Benjamin Brooks
Beacon Falls
Summary
As a motivated college senior pursuing a degree in Finance & Financial Analytics, I am eager to apply my academic foundation in accounting and finance to real-world challenges. I aim to expand my financial planning skills, grow through hands-on experience, and build mentorship relationships that support my long-term career goals. Currently preparing for my SIE.
Overview
5
5
years of professional experience
Work History
Financial Planning Intern
Bridgelight Financial Advisors
Shelton
08.2025 - Current
- Generate annual financial reports for clients
- Calculate Required Minimum Distributions (RMDs)
- Contact insurance companies to obtain annuity information
- Assist in completing annuity and Charles Schwab applications
- Support development of comprehensive financial plans
- Complete various client service tasks and administrative work
- Manage a full-time course load while working 25-30 hours per week
Server & Restaurant Buyer
The Original Antonios
Beacon Falls
01.2021 - 08.2025
- Demonstrated strong work ethic aligned with company values
- Communicated effectively with diverse clientele
- Provided knowledgeable food and beverage recommendations
- Excelled in a fast-paced service environment
- Managed sourcing, procurement, and inventory
- Collaborated with kitchen staff to forecast demand
- Balanced academic workload while maintaining Dean's List standing
Education
B.S. - Finance & Financial Analytics
University of New Haven
12.2025
High School Diploma -
Woodland Regional High School
05-2022
Skills
- Leadership and collaboration
- Organizational skills
- Attention to detail
- Financial modeling and Excel
- Communication skills
- Analytical problem solving
- Time management
- Relationship building
Websites
Leadership Extracurriculars
- University of New Haven, Research Analyst - Student-Managed Investment Fund, Collaborated with investment team to manage donor funds, Allocated portfolio sectors and prepared analytical reports, Produced end-of-month financial summaries
- University of New Haven, Treasurer - Men's Rugby Club, Managed team finances and maintained accurate budget sheets, Partnered with school administration for annual budget allocation, Coordinated jersey suppliers and merchandise orders, Worked with officers to address evolving team needs
- Woodland Regional High School, Captain - Football Team, Led and oversaw 50+ teammates, Organized practices and coordinated drills, Conducted weekly leadership meetings, Implemented strategies to improve team performance
Coursework
- Intro to Financial Accounting
- Intermediate Financial Accounting
- Quantitative Trading Strategies
- Mergers & Acquisitions
- Business Finance
- Financial Decision Making
- Credit and Risk Analysis
- Financial Analytics
Timeline
Financial Planning Intern
Bridgelight Financial Advisors
08.2025 - Current
Server & Restaurant Buyer
The Original Antonios
01.2021 - 08.2025
B.S. - Finance & Financial Analytics
University of New Haven
High School Diploma -
Woodland Regional High School