Charles Maxwell
Haddam,Connecticut
Summary
Enthusiastic Student with superior skills in working in both team-based and independent capacities. Bringing strong work ethic and excellent organizational skills to any setting. Excited to bring above-average user skills in financial modeling and team leadership.
Overview
3
3
years of professional experience
Work History
Intern
WJ Financial Advisors
Killingworth, Connecticut
06.2025 - 07.2025
- Created a dynamic financial model for Meta to evaluate revenue growth, cost structures, and long-term valuation.
- Prepared and reviewed tax returns, ensuring accuracy and compliance with applicable regulations.
- Developed, managed, and optimized investment portfolios to align with client objectives and risk tolerance, ensuring ongoing performance monitoring and adjustments.
General Laborer
Brownstone Sports Adventure Park
Portland, Connecticut
06.2022 - 06.2025
- Hardworking, dependable laborer responsible for the following activities: assisting with the opening and closing of the park, cleaning, restocking, assisting guests with harnesses, directing traffic, and directing cars in the parking lots.
- Responsible for operating and maintaining the boats before, during and after hours.
Coach
3D New England South Lacrosse Club
Glastonbury, Connecticut
10.2023 - 07.2024
- Implemented strategic drills that focused on improving teamwork and game strategy.
- Coordinated transportation and logistics for team events, ensuring smooth operations during tournaments.
- Evaluated player progress through regular assessments, providing constructive feedback for improvement.
Education
Some College (No Degree) - Accounting
James Madison University
Harrisonburg, VASkills
- Financial modeling
- Tax preparation
- Data analysis
- Team leadership
- Effective communication
- Quick learner
- Familiar with Artificial Intelligence
Accomplishments
Captain of the Rocky Hill Terriers Hockey Team in 2023
Timeline
Intern
WJ Financial Advisors
06.2025 - 07.2025
Coach
3D New England South Lacrosse Club
10.2023 - 07.2024
General Laborer
Brownstone Sports Adventure Park
06.2022 - 06.2025
Some College (No Degree) - Accounting
James Madison University