Camryn Marshall
Geneseo,NY
Summary
Motivated self-starter and CFA Level 1 candidate completing a Bachelor's program with a major in Finance. Relevant past experience in the financial sector has led to a drive for more opportunities to get involved and make a difference in a similar capacity.
Overview
6
6
years of professional experience
Work History
Portfolio Manager
SMIF: Student Managed Investment Fund
Geneseo , NY
2023.08 - Current
- Contributed to the greater Student Managed Investment Fund as a Portfolio Manager focusing on the Industrials, Energy, and Utilities sector
- Coached junior team members on best practices for managing portfolios effectively during semester-long equity research project
- Reviewed and discussed economic environment as well as investment opportunities within the given sector to present to group members
- Performed due diligence on potential investments to ensure standards for fund were met
Business/Ad Manager
The Lamron
Geneseo , NY
2023.08 - Current
- Managed ad-client relationships by obtaining contracts and ensuring completion of ad services.
- Responsible for securing revenue for the club, submitting purchase orders, and sending checks to print vendors.
- Attended weekly Student Association meetings to discuss campus-wide club financials.
Treasurer
Women in Business Club
Geneseo , NY
2023.08 - Current
- Worked with Student Association to become a funded club, create a budget, and monitor expenses.
- Developed and implemented strategies to increase club membership through attending events and giving presentations.
- Provided support to other board members in their roles as needed.
Founder
Peak Industries
Clifton Park , NY
2020.06 - Current
- Fulfilled all aspects of a one-person business including customer service needs
- Developed a digital marketing plan that resulted in increased brand awareness, improved product positioning and online reputation
- Established personal connections with customers, exceeding expectations
- Maintained strong customer retention and increased average order sizes
Franchise Finance Intern
NBT Bancorp
Albany , NY
2023.05 - 2023.08
- Worked alongside Capital Region Business and Commercial Banking team under direct supervision of Managing Director of Franchise Finance
- Conducted research on potential franchisee clients across NBT's seven state footprint
- Assisted team with creating presentations regarding financial health of large-scale parent franchises
- Sat-in on company-wide meetings with EVP and President of Commercial Banking
Seasonal Sales Associate
Five Below
Geneseo , NY
2022.10 - 2023.01
- Monitored sales floor to identify customers in need of assistance and merchandise requiring replenishment.
Team Member
Moe's Southwest Grill
Clifton Park , NY
2018.05 - 2020.06
- Provided quality customer service by adhering to company policies and procedures.
- Greeted customers and took their orders in a friendly and efficient manner.
Education
Bachelor of Arts - Finance
State University Of New York At Geneseo
Geneseo, NY05.2024
Skills
- Financial Analysis
- Microsoft Office
- Communication Skills
- Organizational Skills
- Presentation Skills
- Customer Service Skills
Timeline
Portfolio Manager
SMIF: Student Managed Investment Fund
2023.08 - Current
Business/Ad Manager
The Lamron
2023.08 - Current
Treasurer
Women in Business Club
2023.08 - Current
Franchise Finance Intern
NBT Bancorp
2023.05 - 2023.08
Seasonal Sales Associate
Five Below
2022.10 - 2023.01
Founder
Peak Industries
2020.06 - Current
Team Member
Moe's Southwest Grill
2018.05 - 2020.06
Bachelor of Arts - Finance
State University Of New York At Geneseo
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