Cecilia Polite
Charlotte,USA
Summary
Recent University of Georgia graduate with a B.B.A. in Finance and experience in wealth management operations, client relations, sales, and marketing. My experience with First Citizens Bank’s Wealth Management division strengthened my interest in the relationship-driven side of the industry. I am seeking opportunities in wealth management where I can combine my financial background with strengths in communication, organization, and relationship building.
Overview
1
1
Certification
4
4
years of professional experience
Work History
SALES AND MARKETING EMPLOYEE
The Scout Guide
Charlotte, NC
05.2024 - Current
- Cultivated client relationships and facilitated communication across the Charlotte market.
- Supported sales, marketing, and community engagement initiatives.
- Created weekly newsletters to inform clients about updates, events, and promotions.
- Coordinated book deliveries and supported client events to enhance engagement.
- Trained new employees on internal processes and client communication.
FOUNDER
AthensWardrobe
Athens, GA
03.2023 - 05.2026
- Founded and grew a peer-to-peer clothing rental business to 2,300+ followers through organic social media marketing.
- Expanded brand reach through targeted outreach to students across multiple SEC universities, enhancing visibility and engagement.
- Managed customer relationships, coordinated rental logistics, and oversaw inventory, payments, and returns to ensure smooth operations.
- Delivered user and market feedback to inform development of Dressy Club, contributing to product refinement and user satisfaction.
WEALTH MANAGEMENT INTERN
First Citizens Bank
Raleigh, NC
05.2025 - 08.2025
- Maintained client accounts, reviewed documentation, and conducted account research to support Wealth Management operations.
- Ensured accuracy in operational procedures and maintained attention to detail.
- Assisted in wealth planning discussions, portfolio strategy, and client service.
- Collaborated with team members to address daily client and account needs.
RETAIL SALES ASSOCIATE
The Buttercup
Charlotte, NC
05.2023 - 12.2024
- Guided customers in product selection, enhancing their shopping experience with personalized service.
- Fostered customer relationships through attentive, friendly service, resulting in repeat business.
- Created organized, visually appealing merchandise displays to attract customer attention and drive sales.
- Managed sales transactions, returns, and day-to-day store operations.
Education
BBA - FINANCE
University of Georgia - Terry School of Business
Athens, GA05-2026
HIGH SCHOOL DIPLOMA -
Myers Park High School
Charlotte, NC05-2022
ADDITIONAL INFORMATION
CAMPUS INVOLVEMENT: UNIVERSITY OF GEORGIA, ATHENS GA
- Alpha Phi, Kappa Epsilon Chapter Member: supported new member development and chapter initiatives.
- UGA Miracle: Raised $1,500 benefiting Children’s Healthcare of Atlanta.
- Women in Finance: Attended biweekly meetings focused on networking and professional development within Terry College of Business.
- Extra Special People (ESP): Volunteered regularly and supported events including the annual Talent Show and Gala.
Certification
- PADI Open Water Scuba Diving License
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
FOUNDER
AthensWardrobe
03.2023 - 05.2026
BBA - FINANCE
University of Georgia - Terry School of Business
HIGH SCHOOL DIPLOMA -
Myers Park High School