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, WI12-2025
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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