Summary
Overview
Work History
Education
Skills
Timeline
Generic

Brady Quinn

Jupiter,Florida

Summary

Motivated finance student and Division I lacrosse student-athlete, recognized for a strong work ethic, resilience, and a competitive mindset both on the field and in the classroom. Skilled at balancing the demands of academics and athletics, with experience leading teams, managing time effectively, and staying focused under pressure. Looking for an opportunity to work and apply these skills.

Overview

4
4
years of professional experience

Work History

Wealth Management Intern

Wells Fargo Advisors
Palm Beach Gardens, FL
05.2026 - 08.2026
  • Constructed and proposed diversified investment portfolios that matched client risk tolerance, time horizon, and financial goals, enhancing client investment strategies.
  • Developed comprehensive financial plans using eMoney that aligned client goals, assets, liabilities, cash flows, and investment objectives.
  • Prepared client presentations and portfolio review materials to clearly communicate investment performance and financial planning recommendations, facilitating informed client decisions.
  • Conducted investment and market research across equities, fixed income, ETFs, and mutual funds to support portfolio recommendations.

Sales Representative Intern

Treasure Coast Bullion
Palm Beach Gardens, FL
05.2024 - 07.2024
  • Followed up on customer leads, developed targeted mail lists, and conducted cold calls to generate interest.
  • Cultivated strong relationships with new and existing customers through exceptional support and service.
  • Provided customers with clear understanding of charges, billing and price changes.
  • Clarified customer orders by contacting them regarding omitted data, numbers, or delivery dates.

Youth Lacrosse Coach

Ghost Lacrosse
Palm Beach Gardens, FL
04.2025 - 08.2025
  • Coached youth athletes in lacrosse fundamentals, enhancing skills in passing, shooting, defensive positioning, and game strategy.
  • Developed practice plans focused on skill improvement and fostering teamwork and communication among players.
  • Mentored younger players, instilling discipline, confidence, and sportsmanship to cultivate positive team dynamics.

Individual Lacrosse Lessons

Myself
Palm Beach Gardens, FL
04.2022 - Current
  • Delivered private lacrosse lessons to youth and young men, enhancing skill development, fundamentals, and game strategy.
  • Designed structured, individualized training sessions tailored to each athlete's skill level to improve technique, confidence, and overall performance.
  • Mentored players on discipline and teamwork, instilling sportsmanship and a passion for the game.
  • Dedicated to community engagement through knowledge sharing and promotion of long-term athletic development.

Education

Bachelor of Science - Finance

Loyola University
Baltimore, MD
05-2027

High School Diploma -

The Benjamin School
Palm Beach Gardens
05-2023

Skills

  • Financial Planning & Wealth Management
  • Investment Research & Market Analysis
  • Portfolio Construction & Asset Allocation
  • Performance Under Pressure
  • Communication & Relationship Management
  • Effective Time Management
  • Leadership & Community Engagement
  • Adaptability

Timeline

Wealth Management Intern

Wells Fargo Advisors
05.2026 - 08.2026

Youth Lacrosse Coach

Ghost Lacrosse
04.2025 - 08.2025

Sales Representative Intern

Treasure Coast Bullion
05.2024 - 07.2024

Individual Lacrosse Lessons

Myself
04.2022 - Current

Bachelor of Science - Finance

Loyola University

High School Diploma -

The Benjamin School
Brady Quinn