Carson Filion
Caldwell,NJ
Summary
Ambitious student graduating with Finance degree, Computer Science minor pursuing an accelerated MBA in Finance in August, 2024. Possessing skills in Python, Java, C++ , HTML, & SQL programming. Experienced in financial analysis, portfolio construction & management, portfolio reconciliation, contract amendments, monthly underwriting, accounting and data analysis. Adaptable and driven with strong work ethic and motivation to thrive in team-based or individually motivated settings.
Overview
6
6
years of professional experience
Work History
Stable Value Investments Intern
New York Life Investment
Jersey City, NJ
06.2023 - 08.2023
- Calculated price and portfolio reconciliation
- Created macros by coding SQL queries to automate inflow of monthly data
- Amended and organized portfolio contracts to increase team productivity
- Assisted with monthly underwriting of contracts
Wealth Management Intern
Hightower Financial Principles
Fairfield, NJ
05.2022 - 08.2022
- Investment/retirement portfolio construction and management
- Assisted financial advisors in generation of reports/spreadsheets
- Analyzed client financial data to develop strategies for meeting clients' financial goals
- Updated customer financial profiles
Customer Service Assistant, Billing
Montville Family Practice
Montville, NJ
07.2018 - 08.2022
- Greeted patients, checked in, answered telephone calls, triaged, scheduled appointments
- Entered patients' health maintenance data into electronic medical records, assisted in billing
NJ Soccer Referee
Morris County Youth Soccer
01.2018 - 08.2021
- Refereed soccer games in different leagues and play levels
- Made accurate calls based on knowledgeable reading of league regulations and soccer rules.
Education
Bachelor of Science - Finance Major, Computer Science Minor
Florida State University
Tallahassee, FL05.2024
Skills
Bloomberg Market Concepts Certification
Financial Analysis
Portfolio Construction & management
Contract Amendments
SQL query coding
Python, Java & C, HTML, SQL Programming
Data analysis & mining
Develop & utilize spreadsheets, databases
Financial and managerial accounting
Investments, financing and dividends
Affiliations
- Member, Financial Management Association at FSU
- Member, Seminole Venture Club, FSU
- Member, Invest-A-Nole, FSU
- Member, Florida State Men's Soccer Club Team, Captain
- The National Society of Leadership & Success, FSU Chapter
- Phi Sigma Theta National Honor Society
- The National Society of Collegiate Scholars, FSU Chapter
- James Caldwell HS Soccer Team, Captain, MVP
- Member, NJSCA All State & All Super Essex Conf Soccer Teams
- Member, James Caldwell HS Varsity Golf and Lacrosse Teams
Volunteer/Missions
- Pittsburgh Project - weeklong mission trips to repair homes of underprivileged homeowners
- Habitat for Humanity
Timeline
Stable Value Investments Intern
New York Life Investment
06.2023 - 08.2023
Wealth Management Intern
Hightower Financial Principles
05.2022 - 08.2022
Customer Service Assistant, Billing
Montville Family Practice
07.2018 - 08.2022
NJ Soccer Referee
Morris County Youth Soccer
01.2018 - 08.2021
Bachelor of Science - Finance Major, Computer Science Minor
Florida State University
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