Summary
Overview
Work History
Education
Skills
Timeline
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Charles Wolfgram

De Pere

Summary

Developed skills in fast-paced finance environment, including data analysis and effective communication. Ability to transition into new field by leveraging strong analytical and organizational skills. Ready to contribute to diverse teams and apply transferable skills in new role.

Overview

2
2
years of professional experience

Work History

Finance Intern

SECURA Insurance
12.2023 - Current


  • Assist with day-to-day operations of cash management
  • Reconcile and analyze monthly investment results
  • Maintain, review and analyze monthly fee statements
  • Improve and/or develop more efficient workflows
  • Participate in ad-hoc projects and financial analysis for Finance and other divisions

Property Claims - Intern

SECURA Insurance
04.2023 - 12.2023
  • Effectively utilized various software platforms for efficient data management and accurate claim tracking.
  • Streamlined administrative tasks by automating manual processes where appropriate, saving time for higher priority responsibilities.
  • Supported senior claims adjusters in handling complex cases, resulting in timely and accurate settlements.

Education

Bachelor of Science - Finance

Universtiy of Wisconsin La Crosse
La Crosse, WI
12-2025

Skills

  • Financial analysis
  • Data management
  • Effective communication
  • Attention to detail
  • Problem solving
  • Microsoft Excel proficiency
  • Team collaboration
  • Data analysis
  • Organizational skills
  • Time Management

Timeline

Finance Intern

SECURA Insurance
12.2023 - Current

Property Claims - Intern

SECURA Insurance
04.2023 - 12.2023

Bachelor of Science - Finance

Universtiy of Wisconsin La Crosse

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Charles Wolfgram