Summary
Overview
Work History
Education
Skills
Timeline
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Bobby Huhne

Stony Brook

Summary

Dynamic and results-oriented professional with experience at Ruggiero Investments and Three Village Summer Recreation. Excelled in portfolio management and fostering positive engagement, demonstrating strong leadership and effective communication. Proven track record in improving client satisfaction and safety, leveraging problem-solving skills and financial software expertise.

Overview

1
1
year of professional experience

Work History

Camp Counselor

Three Village Summer Recreation
07.2023 - Current
  • Worked with children of varying age, interest, skill, and developmental levels.
  • Ensured camper safety by enforcing camp rules, supervising group activities, and responding promptly to incidents or concerns.
  • Led groups of children safely through variety of camp activities.
  • Acted as a positive role model, demonstrating strong leadership skills and exemplifying the camp''s core values.

Wealth Management Intern

Ruggiero Investments
04.2024 - 06.2024
  • Constructed cash flow projections for high net worth clientele.
  • Assisted financial planners with research and collecting data.
  • Maintained up-to-date knowledge of industry news, trends, and regulatory changes, ensuring compliance with best practices.
  • Collaborated with service lines defining wealth targets and goals for individual clients.

Education

No Degree - Finance

University of Rhode Island
Kingston, RI
05.2028

Skills

  • Problem-Solving
  • Positive Engagement
  • Team Leadership
  • Effective Communication
  • Cash Flow analysis
  • Retirement planning
  • Portfolio Management
  • Financial software

Timeline

Wealth Management Intern

Ruggiero Investments
04.2024 - 06.2024

Camp Counselor

Three Village Summer Recreation
07.2023 - Current

No Degree - Finance

University of Rhode Island

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