Brian Goldberg
Ossining,NY
Summary
Driven student with a strong foundation in finance and investments seeking a suitable internship to develop practical skills in a corporate setting. Proven ability to analyze financial data and make informed investment recommendations. Looking to learn and develop foundational business skills in a team environment.
Overview
3
3
years of professional experience
Work History
Tennis Instructor
Premier Athletic Club
06.2021 - 08.2024
- Collaborated with coaching staff to develop comprehensive training programs (ages 4-14)
- Evaluated player strengths and weaknesses, tailoring practice routines accordingly
- Ran 30 minute training sessions during weekends (ages 3-6)
Founder
Brian's Challahs
03.2021 - 03.2023
- Baked and sold challah bread to community members and friends
- Managed a financial excel chart to track revenues and expenses
Tax Associate
Volunteer Income Tax Assistance (VITA) Program
01.2022 - 04.2022
- Prepared and completed several accurate income tax return simulations, demonstrating proficiency in tax preparation and compliance principles
Education
Bachelor of Science - Finance
State University of New York At Geneseo
Geneseo, NY12-2026
Skills
- Bloomberg Market Essentials Certifications (in progress)
- Excel, Microsoft Powerpoint, Word
Campus Involvement
Student Managed Investment Fund, SUNY Geneseo, Geneseo, NY
Member
- Collaboration with a team to research and pitch investment options across various sectors of the market. The club manages a $800,000 portfolio.
Tennis Club, SUNY Geneseo, Geneseo, NY
Member
workshops
Geneseo Professional Development Leadership Certificate (GOLD), Geneseo, NY
- Successfully completed leadership workshops that focus on professional communications, application strategy, and management including diversity, equity, and inclusion
Timeline
Tax Associate
Volunteer Income Tax Assistance (VITA) Program
01.2022 - 04.2022
Tennis Instructor
Premier Athletic Club
06.2021 - 08.2024
Founder
Brian's Challahs
03.2021 - 03.2023
Bachelor of Science - Finance
State University of New York At Geneseo
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