BRYN BOCKSTIE
Hoboken
Summary
Developed strong organizational and communication skills in collaborative environment. Transitioning to new field with focus on leveraging problem-solving and teamwork abilities. Prepared to contribute effectively to diverse and dynamic teams.
Overview
1
1
year of professional experience
Work History
Summer Intern – RIA Wealth Management Firm
BERMAN MCALEER
06.2024 - 11.2024
- Gained hands-on experience at a financial planning and wealth management firm.
- Conducted detailed research projects on potential product offerings.
- Led the transition of client insurance portfolios to a unified policy principal; developed updated insurance account models in Excel.
- Selected Transactions:
- Built an Excel model analyzing benefits vs. costs of Medigap policy sales for clients.
Intern – DSD Sales Team
ARIZONA BEVERAGES
06.2023 - 01.2024
- Managed distribution and sales operations across the Mid-Atlantic region.
- Monitored compliance with distributor and retailer contractual obligations.
- Collected competitive intelligence on pricing strategies and product innovation.
Education
Bachelor of Science - Finance
WAGNER COLLEGE Nicolais School of Business
Staten Island, NY05.2025
Skills
- Problem-solving
- Multitasking and organization
- Research
- Team collaboration
- Leadership qualities
- Project Support
- Sales experience
- Proficient in Excel
Accomplishments
- Used Microsoft Excel to develop inventory tracking spreadsheets.
- Collaborated with team of 3 in the development of Insurance Project.
- Documented and resolved Medicare/Medicaid project which led to the final decision of whether BMc should sell it.
ADDITIONAL
- Microsoft Excel Certified
Timeline
Summer Intern – RIA Wealth Management Firm
BERMAN MCALEER
06.2024 - 11.2024
Intern – DSD Sales Team
ARIZONA BEVERAGES
06.2023 - 01.2024
Bachelor of Science - Finance
WAGNER COLLEGE Nicolais School of Business
Similar Profiles
James DukelowJames Dukelow
Placement Engineer at McAleer & RushePlacement Engineer at McAleer & Rushe
Kalebe TabordaKalebe Taborda
Optometric Technician at Dr. Macey McaleerOptometric Technician at Dr. Macey Mcaleer
Madeleine ChristofidesMadeleine Christofides
Dance Teacher's Assistant at McAleer Irish Dance SchoolDance Teacher's Assistant at McAleer Irish Dance School
MICHAEL SLAVITMICHAEL SLAVIT
Senior Content Management Specialist at BetMGMSenior Content Management Specialist at BetMGM
Michael NegronMichael Negron
Special Education Teacher at Union City Board Of EducationSpecial Education Teacher at Union City Board Of Education