Carl Lanza
Bayshore,New York
Summary
Hardworking and motivated college student with a diverse skill set in communication, collaboration, and problem-solving. A dedicated team player who excels at building positive relationships, adapting quickly to new tasks, and supporting collective goals. Eager to apply these strengths in a dynamic work environment, contribute to team success, and continue developing professional expertise.
Overview
2
2
years of professional experience
Work History
Intern
Retirement Plan Consulting Group
05.2024 - 08.2024
- Supported Financial Advisor Team by conducting research and analysis for client meetings utilizing Third Party research.
- Attended training sessions with Third Party Research companies including Morningstar and Dorsey Wright to obtain insight on each firm's research methodology.
- Evaluated individual equity positions in client portfolios as well as screened for potential new equity positions to add to client's investment allocation.
- Worked directly with the Financial Advisors and provided them with actionable insight that assisted with providing recommendations.
- Created client reports for Wealth Management clients to prepare Financial Advisors for review meetings utilizing company software.
- Prepared client-facing emails, including comprehensive review materials, client profile evaluations, and performance summaries.
Golf Caddie
Southward Ho Country Club
05.2022 - 08.2024
- Provide strategic advice on club selection, distance, and shot approach based on course layout and conditions.
- Keep the clubs clean and organized, ensuring readiness for each shot.
- Delivered information and details of interest about the facility to visitors.
- Carried two bags of clubs for full 18-hole rounds of golf.
Construction Worker
Domer King
06.2022 - 06.2024
- Tear down and remove structures, walls, and other obstructions while adhering to project plans and safety regulations.
- Clear debris and ensure the site is prepared for subsequent construction phases.
- Follow all Occupational Safety and Health Administration guidelines and company protocols.
- Identify potential hazards and communicate them promptly to supervisors.
Education
Bachelor of Science - Finance
Coastal Carolina University
Conway, SC05-2027
Skills
- Collaborative Teamwork
- Upcoming Lifeguard Certified (May 11th 2025)
- Composed in High-Pressure Situations
- Task Completion Skills
- Spreadsheet tracking
- Scheduling
- Data entry
- Flexible schedule
Accomplishments
- Nominated for the National Society of Leadership and Success
Timeline
Intern
Retirement Plan Consulting Group
05.2024 - 08.2024
Construction Worker
Domer King
06.2022 - 06.2024
Golf Caddie
Southward Ho Country Club
05.2022 - 08.2024
Bachelor of Science - Finance
Coastal Carolina University
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