Carsen Kirchner
Lloyd Harbor,New York
Summary
I am an outgoing and dedicated student-athlete majoring in Finance at the University of Scranton. I bring a unique set of academic excellence and athletic commitment to the table. With a solid foundation in financial concepts and proficient skills in social media management, Excel, and interpersonal communication. I am enthusiastic about connecting with professionals in my field and exploring networking opportunities to further enhance my horizons.
Overview
1
1
Certification
5
5
years of professional experience
Work History
Intern
Northwestern Mutual
Farmingdale, USA
05.2026 - Current
- Developed client relationships while gaining experience in financial planning and practice development
- Participated in daily team meetings to discuss client outreach, financial planning strategies, and business development
- Engaged with prospective and existing clients to understand financial goals and build long-term professional relationships
Intern
Morgan Stanley
New York, USA
06.2025 - 08.2025
- Gained knowledge on market trends and provided exceptional client service.
- Ran bond income and stock reports, stock allocation reports, allocated assets, and more.
- Provided the team with a daily summary of leading financial news.
- Analyzed bond portfolios, reviewing yields, credit ratings, duration, and risk exposure to support investment decisions.
- Monitored and evaluated a broad range of equities across sectors to identify performance trends and allocation opportunities.
- Attended client meetings to gain insights on portfolio strategies and relationship management, gaining insight into portfolio strategy discussions and relationship management.
Special Needs Caregiver
AIM Service Inc
Lloyd Harbor, USA
08.2021 - Current
- Provide attentive and compassionate care for a child with Down syndrome, ensuring their safety, well-being, and comfort at all times.
- Engaged the child in stimulating activities and play to promote motor skills, sensory integration, and cognitive growth, accommodating his unique abilities and interests.
- Built the basics for behavior and social skills.
Caddie
Huntington Country Club
Huntington, USA
06.2025 - Current
- Delivered yardage insight, course knowledge, and strategic advice to optimize golfer performance.
Team Representative
Scranton men’s lacrosse team
Scranton, USA
10.2024 - Current
- Chosen as one of three representatives by the head coach to represent the team.
- Participated in meetings, led team exercises, and increased roles and responsibilities within the team.
Education
Bachelor of Science - Finance
The University of Scranton
Scranton, PA05-2027
Skills
- Microsoft Office
- Excel
- Document editing
- Presentation software
- Social Media
- Financial reporting
Certification
- Life & Health Insurance License — New York, 2026
Timeline
Intern
Northwestern Mutual
05.2026 - Current
Intern
Morgan Stanley
06.2025 - 08.2025
Caddie
Huntington Country Club
06.2025 - Current
Team Representative
Scranton men’s lacrosse team
10.2024 - Current
Special Needs Caregiver
AIM Service Inc
08.2021 - Current
Bachelor of Science - Finance
The University of Scranton