Summary
Overview
Work History
Education
Skills
Accomplishments
ADDITIONAL INFORMATION
Timeline
Generic

Cecilia Polite

Charlotte

Summary

Talented individual seeks to utilize her academic background, communication skills, and professional experience to thrive within wealth management and financial services while continuing to build strong analytical and client-focused expertise.

Overview

3
3
years of professional experience

Work History

SALES AND MARKETING EMPLOYEE

The Scout Guide
Charlotte, NC
05.2024 - Current
  • Internship from 05/2024-08/2024
  • Manage Client Relationships in Charlotte
  • Develop new Employees in Charleston
  • Write Bi-Weekly Newsletter

WEALTH MANAGEMENT INTERN

First Citizens Bank
Raleigh, NC
05.2025 - 08.2025
  • Worked with the FCIS Operations Team
  • Account Maintenance Procedures
  • Experience with Wealth Strategy, Portfolio Strategy, and Wealth Planning

RETAIL SALES ASSOCIATE

The Buttercup
Charlotte, NC
05.2023 - 12.2024
  • Seasonal Role
  • Assisted customers with product selection and inquiries to enhance shopping experience.

Education

BBA - FINANCE

University of Georgia
Athens, GA
05.2026

HIGH SCHOOL DIPLOMA -

Myers Park High School
Charlotte, NC

Skills

  • Teamwork and collaboration
  • Customer service
  • Problem-solving
  • Problem resolution
  • Fundamental analysis
  • Client relationship development
  • Advanced Excel proficiency
  • Teamwork
  • Customer assistance

Accomplishments

  • Created and managed a clothing rental service while collaborating on the development of a customer-focused mobile application
  • Received PADI Scuba Diving License
  • First Citizens Wealth Management Immersion Program (Summer 2023, Charlotte NC)

ADDITIONAL INFORMATION

CAMPUS INVOLVEMENT: UNIVERSITY OF GEORGIA, ATHENS GA

  • UGA Miracle, Alpha Phi Kappa Epsilon Chapter, UGA Heros, Women in Finance, Extra Special People (ESP) Volunteer, The Girls Club

CAMPUS INVOLVEMENT: HIGH SCHOOL

  • National Science Honor Society (9th-12th), National Honor Society (9th-12th), French National Honor Society (9th-10th), Metro Buddies (Charlotte, NC), Goodies for Christmas (Charlotte, NC), Clothes Drive for Church (Charlotte, NC)

Timeline

WEALTH MANAGEMENT INTERN

First Citizens Bank
05.2025 - 08.2025

SALES AND MARKETING EMPLOYEE

The Scout Guide
05.2024 - Current

RETAIL SALES ASSOCIATE

The Buttercup
05.2023 - 12.2024

BBA - FINANCE

University of Georgia

HIGH SCHOOL DIPLOMA -

Myers Park High School