Bobby Nelcoski
Summary
Financial analysis software deployment and project management expertise with a focus on streamlining workflows and enhancing processes for operational efficiency. Demonstrated success in trading strategies and market analysis. Dedicated to continuous learning and pursuing a career in financial management.
Overview
1
1
Certification
2
2
years of professional experience
Work History
Executive Intern
Capital Ventures
Naples, Florida
05.2026 - 08.2026
- Facilitated development and cloud deployment of software applications for financial analysis and asset management.
- Oversaw implementation of software and infrastructure, ensuring proper hardware installation and vendor collaboration.
- Assisted executives in optimizing financial analysis, technology operations, and workflow enhancements.
- Streamlined internal workflows through process mapping and standardization of execution steps.
Unpaid Intern
Florida Time Vacation Rentals
Orlando, FL
05.2025 - 05.2026
- Enhanced marketing efforts by engaging audiences through social media and creating relevant content.
- Conducted property inspections to uphold maintenance standards and ensure compliance.
- Compiled detailed reports on project progress and outcomes for management review.
Chief Financial Officer
Stembark Society
Orlando, FL
06.2024 - 04.2026
- Oversaw financial operations and vendor management for STEMbark Society, ensuring effective resource allocation and operational sustainability.
- Managed relationships with volunteers and sponsors to increase community support and participation.
- Served in an unpaid discretionary role at a small nonprofit focused on educational workshops for underprivileged children.
Shadowing Student
Lake Nona Wealth Management
Orlando, FL
06.2025 - 06.2025
- Observed financial planning processes and client interactions with wealth management professionals.
- Gained insight into compliance regulations and their application in wealth management practices.
Head Lifeguard
Discovery Cove
Orlando, FL
06.2024 - 06.2025
- Supervised lifeguard staff to ensure safe guest experiences at aquatic attractions.
- Monitored guest behavior to enforce safety rules and guidelines effectively.
- Collaborated with management to develop operational procedures for pool areas.
Education
BBA - Finance & Math
University of Miami
Miami, FL05-2030
High School Diploma -
Timber Creek High School
Orlando05-2026
Skills
- Project management
- Financial analysis
- Vendor and customer relations
- Software deployment
- Python programming
Certification
- Series 65 - NASAA
- SIE - FINRA
- Profiency in Linear Regression in Python - Maven Analytics
- Quickbooks Certification - Quickbooks Online Professional
Affiliations
- Church Volunteer - St. Josephs Church(2025-Present)
- Swimmer - Blue Dolfins Swim Team(2023-Present)
Timeline
Executive Intern
Capital Ventures
05.2026 - 08.2026
Shadowing Student
Lake Nona Wealth Management
06.2025 - 06.2025
Unpaid Intern
Florida Time Vacation Rentals
05.2025 - 05.2026
Chief Financial Officer
Stembark Society
06.2024 - 04.2026
Head Lifeguard
Discovery Cove
06.2024 - 06.2025
BBA - Finance & Math
University of Miami
High School Diploma -
Timber Creek High School